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
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
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.
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 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
| 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 EIN | 201061208 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Jab Investments, Inc. 401(k) Plan (WI) 4 · 0 off
- Jlj Inc 401(k) Profit Sharing Plan (TX) 4 · 0 off
- Sc Baker Enterprises, Inc 401(k) Plan (ID) 4 · 0 off
- Arbuckle Dental 401(k) Plan (UT) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.