Other · DOL Form 5500 · 2023

Brookhaven at Lexington Retirement Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
121
Participants Small participant base
71st
Percentile by assets National rank
$149,080
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Brookhaven at Lexington 403(b) Plan · Sponsored by Brookhaven at Lexington · Massachusetts · Healthcare & Social Assistance

$18M in assets, 121 participants

Brookhaven at Lexington's Brookhaven at Lexington 403(b) Plan reported $18M in total assets and 121 participants in its 2023 DOL Form 5500 filing, ranking in the 71st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #13,330 in Healthcare & Social Assistance (17,684 peers)

Coverage in Massachusetts

Brookhaven at Lexington 403(b) Plan covers 121 participants in Massachusetts, about 18% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#13,330
in Healthcare & Social Assistance (17,684 peers)
+17.5%
assets growth YoY

Brookhaven at Lexington 403(b) Plan's outsized position by total assets

Brookhaven at Lexington 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$18,038,673 Top 29% higher than 71% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Brookhaven at Lexington 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brookhaven at Lexington 403(b) Plan sits mid-pack in the medium band (121 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Brookhaven at Lexington 403(b) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Brookhaven at Lexington 403(b) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Brookhaven at Lexington 403(b) Plan reported participants fell from 127 in the plan year 2022 filing to 121 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 042853296 · Brookhaven at Lexington PY 2023 · Other

Brookhaven at Lexington 403(b) Plan · $18M · 121 · 71st

  • SCH $18M
  • EBSA 121
  • PART 71st
  • TYPE Other
  • NET near George Walton Academy 403(b) DC Plan
  • BOOK ind #13330

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Brookhaven at Lexington 403(b) Plan in the asset neighbourhood

George Eastman Museum Retirement PlanGeorge Eastman Museum Retire…$18MTranspak 401(k) Plan$18MBrookhaven at Lexington 403(b) PlanBrookhaven at Lexington 403(…$18MGeorge Walton Academy 403(b) DC PlanGeorge Walton Academy 403(b)…$18MCornerstone Family Healthcare 403(b) PlanCornerstone Family Healthcar…$18M
End-of-year total assets ($M) among Brookhaven at Lexington 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN042853296
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Brookhaven at Lexington)

Sponsor-wide plan assets over time

All Brookhaven at Lexington plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.073235620711777% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.4M $19.4M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 127 $15M
2023 1 121 $18M
2024 1 123 $19M

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

Brookhaven at Lexington 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Brookhaven at Lexington 403(b) Plan, Total assets ($B): 0.018038673 · Participants: 121Brookhaven at Lexington 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Brookhaven at Lexington 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Brookhaven at Lexington 403(b) Plan side-by-side with 3 peers →

Brookhaven at Lexington 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is George Walton Academy 403(b) DC Plan in GA ($18M); by covered participants it is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (121 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Brookhaven at Lexington 403(b) Plan assets move in 2023? ▼
Brookhaven at Lexington 403(b) Plan grew sharply - up 17.5% during 2023, from $15M to $18M. Reported net income was $3M.
How have Brookhaven at Lexington plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Brookhaven at Lexington's sponsor-wide assets grew 26.1%, from $15M to $19M.
Which Other plans are similar in size to Brookhaven at Lexington 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is George Walton Academy 403(b) DC Plan in GA ($18M, 166 participants).
Which Other plans cover a similar participant headcount to Brookhaven at Lexington 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Canterbury School, Inc. 403(b) Retirement Plan in FL (121 participants, $18M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 042853296.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.