Other · DOL Form 5500 · 2024
Dexter Southfield, Inc. Retirement Plan
Data updated 2026-08-25
- $61M
- Total assets Below avg plan size
- 193
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $318,161
- Avg per participant High balance/head
Official DOL plan name: Dexter Southfield, Inc. Defined Contribution Retirement Plan · Sponsored by Dexter Southfield, Inc. · Massachusetts · Educational Services
$61M in assets, 193 participants
Dexter Southfield, Inc.'s Dexter Southfield, Inc. Defined Contribution Retirement Plan reported $61M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #2,746 in Educational Services (3,638 peers)
Coverage in Massachusetts
Dexter Southfield, Inc. Defined Contribution Retirement Plan covers 193 participants in Massachusetts, about 29% of the average Massachusetts filer (state average ~659 per filing). Assets: $61M.
- #2,746
- in Educational Services (3,638 peers)
- +17.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Dexter Southfield, Inc. Defined Contribution Retirement Plan's outsized position by total assets
Dexter Southfield, Inc. Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$61,405,004 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Dexter Southfield, Inc. Defined Contribution Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dexter Southfield, Inc. Defined Contribution Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dexter Southfield, Inc. Defined Contribution Retirement Plan end-of-year assets rose from $53M in the plan year 2023 filing to $61M in the plan year 2024 filing.
- Dexter Southfield, Inc. Defined Contribution Retirement Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Dexter Southfield, Inc. Defined Contribution Retirement Plan reported participants fell from 207 in the plan year 2023 filing to 193 in the plan year 2024 filing.
DOL schedule card
Filing strip 042104152 · Dexter Southfield, Inc. PY 2024 · Other
Dexter Southfield, Inc. Defined Contribution Retirement Plan · $61M · 193 · 86th
- BOOK $61M
- VS-ST 193
- BOY 86th
- SCH Other
- EBSA near St. Paul Academy and Summit School 403(b) DC Plan
- PART ind #2746
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 Educational Services retirement plans → · Plans in Massachusetts →
Dexter Southfield, Inc. Defined Contribution Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $61M |
| Net Income | $9M |
| Employer EIN | 042104152 |
| Plan Effective Date | 1958-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dexter Southfield, Inc.)
Sponsor-wide plan assets over time
All Dexter Southfield, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 37.58037265379605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 177 | $45M |
| 2023 | 1 | 207 | $53M |
| 2024 | 1 | 193 | $61M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Dexter Southfield, Inc. Defined Contribution Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is St. Paul Academy and Summit School 403(b) DC Plan in MN ($61M); by covered participants it is Gfhc Employee Retirement Savings Plan in CT (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($61M here).
- St. Paul Academy and Summit School 403(b) DC Plan (MN) $61M · 439
- Sagent M&c, LLC 401(k) Plan (PA) $62M · 344
- North County Health Project, Inc. 403(b) Plan (CA) $62M · 789
- Oup USA Tax Deferred Annuity Plan (NY) $61M · 535
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Gfhc Employee Retirement Savings Plan (CT) 193 · 0 off
- University Liggett Tiaa Cref Pension Plan (MI) 193 · 0 off
- Lincoln Non-Union 403b Plan (CA) 193 · 0 off
- Christian Academy of Knoxville Retirement Savings Plan (TN) 193 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.