401(k) · DOL Form 5500 · 2024

Phillip B Aubin Dds PC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$575,653
Avg per participant High balance/head
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Official DOL plan name: Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust · Sponsored by Phillip B Aubin Dds PC · Massachusetts · Healthcare & Social Assistance

$2M in assets, 4 participants

Phillip B Aubin Dds PC's Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,023 in Healthcare & Social Assistance (16,916 peers)

Phillip B Aubin Dds PC multi-year trail

Phillip B Aubin Dds PC's plans moved +385.4% in assets from 2022 to 2024; this filing shows Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust at $2M / 4 participants.

#5,023
in Healthcare & Social Assistance (16,916 peers)
+117.3%
assets growth YoY

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,302,613 31st percentile higher than 31% of 123,620 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 2024

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust reported net income rose from $585K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201061208 · Phillip B Aubin Dds PC PY 2024 · 401(k)

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust · $2M · 4 · 31st

  • NET $2M
  • BOOK 4
  • VS-ST 31st
  • BOY 401(k)
  • SCH near Hes Facilities, Wff Facilities, & Clean-Tech Company 401(k) Plan
  • EBSA ind #5023

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 →

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & TrustPhillip B Aubin Dds PC 401(k…$2MHes Facilities, Wff Facilities, & Clean-Tech Company 401(k) PlanHes Facilities, Wff Faciliti…$2MCitadel Care Centers 401(k) PlanCitadel Care Centers 401(k) …$2MAblesys Corporation 401(k) Profit Sharing Plan & TrustAblesys Corporation 401(k) P…$2MLux Modern 401(k)$2M
End-of-year total assets ($M) among Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Phillip B Aubin Dds PC multi-year asset trail

Sponsor-wide plan assets over time

All Phillip B Aubin Dds PC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 385.43922451595495% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.47M $2.3M ▲ +389.4%
Year Plans Participants Total Assets
2022 1 4 $474K
2023 1 4 $1M
2024 1 4 $2M

Phillip B Aubin Dds PC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN201061208
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.002302613 · Participants: 4Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & TrustFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Hes Facilities, Wff Facilities, & Clean-Tech Company 401(k) Plan in MO ($2M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust assets move in 2024?
Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust surged - up 117.3% during 2024, from $1M to $2M. Reported net income was $1M.
How have Phillip B Aubin Dds PC plan assets changed over time?
Across 3 plan years on file (2022-2024), Phillip B Aubin Dds PC's sponsor-wide assets grew 385.4%, from $474K to $2M.
Which 401(k) plans are similar in size to Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Hes Facilities, Wff Facilities, & Clean-Tech Company 401(k) Plan in MO ($2M, 2,455 participants).
Which 401(k) plans cover a similar participant headcount to Phillip B Aubin Dds PC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 participants, N/A in assets).