Brookline, MA Form 5500 retirement and benefit plan filings
City Form 5500 summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Brookline, MA has 24 loaded benefit plan(s) reported by 20 plan sponsor(s), with $133,867,215 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.
- Loaded plans
- 24
- Plan sponsors
- 20
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $133,867,215
- Total reported liabilities (EOY)
- $3,416
- Total reported net assets (EOY)
- $133,863,799
Contributions & income
- Employer contributions
- $2,434,696
- Participant contributions
- $3,804,922
- Total income / additions
- $26,210,827
Expenses & distributions
- Benefits paid / distributions
- $8,250,865
- Total expenses
- $8,379,431
- Net increase / (decrease)
- $17,831,396
Coverage
- Total reported participants
- 3,077
- Plans with financial statements
- 20
- Plans with provider compensation
- 4
Totals sum the latest loaded 2023 public Form 5500 filing per plan for Brookline, MA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Sponsor | Reported assets (EOY) | Year |
|---|---|---|---|
| Dexter Southfield, Inc. Defined Contribution Retirement Plan | Dexter Southfield, Inc. | $52,504,635 | 2023 |
| The Park School Defined Contribution Retirement Plan | Park School Corporation | $49,016,374 | 2023 |
| Mab Community Services Retirement Savings Plan | Mab Community Services Inc. | $4,493,471 | 2023 |
| Richard I Spiro Profit Sharing Plan | Richard I Spiro, M.D. | $4,228,926 | 2023 |
| Michael Lindstrom Associates Architects LLC 401(K) Plan | Michael Lindstrom Associates Architects, LLC | $3,389,135 | 2023 |
| J.D Auto Center Inc. Retirement Trust | J.D. Auto Center, Inc. | $2,839,866 | 2023 |
| Leeder Management Co., LLC 401(K) Profit Sharing Plan And Trust | Leeder Management Co., LLC | $2,794,542 | 2023 |
| Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing And 401(K) Plan | Dr. Lawrence L. Phan, D.M.D., P.C. | $2,641,112 | 2023 |
| Peter M. Mowschenson, M. D. Retirement Plan | Peter M. Mowschenson, M.D. | $2,475,449 | 2023 |
| David E Eisenberg Profit Sharing Keough Plan | David E Eisenberg | $2,331,257 | 2023 |
| National Boston LLC 401(K) Plan | National Boston LLC | $2,127,333 | 2023 |
| Seth Schonwald 401(K) Plan | Seth Schonwald | $1,901,491 | 2023 |
| Goddard House Retirement Plan | Home For Aged Women, Inc. D/B/A Goddard House | $1,417,563 | 2023 |
| The Prossler Corporation 401(K) Plan | The Prossler Corporation | $845,577 | 2023 |
| White Cube Management LLC 401(K) Profit Sharing Plan & Trust | White Cube Management LLC | $329,255 | 2023 |
| Brightleaf Solutions Inc 401(K) Profit Sharing Plan & Trust | Brightleaf Solutions Inc | $273,135 | 2023 |
| Randall Foods, Inc. 401(K) Plan | Randall Foods, Inc. | $144,001 | 2023 |
| Metro West Learning Inc 401(K) Profit Sharing Plan & Trust | Metro West Learning Inc | $68,254 | 2023 |
| Reusable Inc. 401(K) Plan | Reusable Inc. | $45,839 | 2023 |
| Summit Real Estate Development Co Inc. 401(K) Plan | Summit Real Estate Development Co., Inc. | $0 | 2023 |
| Mab Community Services, Inc. | Mab Community Services, Inc. | not reported in the loaded dataset | 2023 |
| Park School Corporation Flexible Compensation Plan | Park School Corporation | not reported in the loaded dataset | 2023 |
| Mab Community Services, Inc. | Mab Community Services, Inc. | not reported in the loaded dataset | 2023 |
| Dexter Southfield Inc. Health & Welfare Plan | Dexter Southfield Inc. | not reported in the loaded dataset | 2023 |
Largest plans in Brookline → · Brookline plans by participants → · Brookline plans with financial data → · Brookline plans with provider compensation → · $1B+ plans in Brookline →
Related Form 5500 pages
- All MA Form 5500 filings
- Dexter Southfield, Inc. Defined Contribution Retirement Plan (plan 001)
- Dexter Southfield, Inc. — all reported plans
- The Park School Defined Contribution Retirement Plan (plan 001)
- Park School Corporation — all reported plans
- Mab Community Services Retirement Savings Plan (plan 002)
- Mab Community Services Inc. — all reported plans
- Richard I Spiro Profit Sharing Plan (plan 002)
- Richard I Spiro, M.D. — all reported plans
- Michael Lindstrom Associates Architects LLC 401(K) Plan (plan 001)
- Michael Lindstrom Associates Architects, LLC — all reported plans
- J.D Auto Center Inc. Retirement Trust (plan 001)
- J.D. Auto Center, Inc. — all reported plans
- Leeder Management Co., LLC 401(K) Profit Sharing Plan And Trust (plan 001)
- Leeder Management Co., LLC — all reported plans
- Dr. Lawrence L. Phan, D.M.D., P.C. Profit Sharing And 401(K) Plan (plan 001)
- Dr. Lawrence L. Phan, D.M.D., P.C. — all reported plans
- Peter M. Mowschenson, M. D. Retirement Plan (plan 003)
- Peter M. Mowschenson, M.D. — all reported plans
- David E Eisenberg Profit Sharing Keough Plan (plan 001)
- David E Eisenberg — all reported plans
- National Boston LLC 401(K) Plan (plan 001)
- National Boston LLC — all reported plans
- Seth Schonwald 401(K) Plan (plan 001)
- Seth Schonwald — all reported plans
- Goddard House Retirement Plan (plan 001)
- Home For Aged Women, Inc. D/B/A Goddard House — all reported plans
- The Prossler Corporation 401(K) Plan (plan 001)
- The Prossler Corporation — all reported plans
- White Cube Management LLC 401(K) Profit Sharing Plan & Trust (plan 001)
- White Cube Management LLC — all reported plans
- Methodology
- Data sources