Other · DOL Form 5500 · 2024

Brookhaven at Lexington Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
123
Participants Small participant base
70th
Percentile by assets National rank
$157,382
Avg per participant Above avg balance/head
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Official DOL plan name: Brookhaven at Lexington 403(b) Plan · Sponsored by Brookhaven at Lexington · Massachusetts · Healthcare & Social Assistance

$19M in assets, 123 participants

Brookhaven at Lexington's Brookhaven at Lexington 403(b) Plan reported $19M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #12,562 in Healthcare & Social Assistance (16,916 peers)

Coverage in Massachusetts

Brookhaven at Lexington 403(b) Plan covers 123 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#12,562
in Healthcare & Social Assistance (16,916 peers)
+7.3%
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 2024 · DOL Form 5500

$19,357,978 Top 30% higher than 70% 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

Brookhaven at Lexington 403(b) 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. Brookhaven at Lexington 403(b) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Brookhaven at Lexington 403(b) Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Brookhaven at Lexington 403(b) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Brookhaven at Lexington 403(b) Plan reported participants rose from 121 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 042853296 · Brookhaven at Lexington PY 2024 · Other

Brookhaven at Lexington 403(b) Plan · $19M · 123 · 70th

  • RANK $19M
  • PHOTO 123
  • IND 70th
  • EOY Other
  • 5500 near Sonoma Academy Defined Contribution Retirement Plan
  • ASSETS ind #12562

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

Bethany St. Joseph Corporation Retirement PlanBethany St. Joseph Corporati…$19MBrookhaven at Lexington 403(b) PlanBrookhaven at Lexington 403(…$19MSonoma Academy Defined Contribution Retirement PlanSonoma Academy Defined Contr…$19MGuiding Eyes for the Blind 403(b) PlanGuiding Eyes for the Blind 4…$19MCtsi Enterprises 401(k) Retirement Plan for Employees of Chinook Winds CasinoCtsi Enterprises 401(k) Reti…$19M
End-of-year total assets ($M) among Brookhaven at Lexington 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
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. -10000010000200003000040000 -1012345 Total assets ($B) Participants Brookhaven at Lexington 403(b) Plan, Total assets ($B): 0.019357978 · Participants: 123Brookhaven at Lexington 403(b) PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings 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 Sonoma Academy Defined Contribution Retirement Plan in CA ($19M); by covered participants it is Marin Academy Defined Contribution Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Brookhaven at Lexington 403(b) Plan assets move in 2024? ▼
Brookhaven at Lexington 403(b) Plan grew at a solid clip - up 7.3% during 2024, from $18M to $19M. Reported net income was $1M.
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 Sonoma Academy Defined Contribution Retirement Plan in CA ($19M, 104 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 Marin Academy Defined Contribution Retirement Plan in CA (123 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.