Plan Ledger DOL Form 5500 · updated monthly

Brookhaven at Lexington403(b)

BROOKHAVEN AT LEXINGTON 403(B) PLAN · LEXINGTON, MA · plan year 2025

Reported admin expense ratio · 2025
0.00%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Brookhaven at Lexington reported $495 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,662 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.05% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,259th-largest of 2,726 plans among Massachusetts employers on file, and the 3,556th of 11,911 in health care & social assistance. In 2025, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 121 to 150 since 2022.

Plan summary
Net assets, end of year$20,998,307
Participants with balances157
Active participants150
Employer contributions$549,253
Employee contributions$878,413
Employer contribution per active participant$3,662
Average account balance$133,747
Benefits paid to participants$2,820,060
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$21.0M · 157 accts · $549K emplr
2024$19.4M · 157 accts · $373K emplr
2023$18.0M · 152 accts · $369K emplr
2022$15.4M · 147 accts · $356K emplr
Employer contributions to the Brookhaven at Lexington plan · 2025
Employer contribution per active participant$3,662
Median for plans this size$2,666
2025$3,662 per active participant
2024$3,056 per active participant
2023$3,000 per active participant
2022$2,943 per active participant

Brookhaven at Lexington's 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$495 · 0.00%
2024$3,889 · 0.02%
2023$9,020 · 0.05%
2022$8,615 · 0.05%
Same employer
Similar plansHealth Care & Social Assistance · Massachusetts
Greater Boston Urology, LLC MA$21.7M · 0.16%
Myorthos Holdings, LLC MA$21.6M · 0.37%
Morphic Therapeutic Inc MA$21.1M · 0.07%
Viability, Inc. MA$20.8M · 0.05%
Stafford Management, LLC MA$20.8M · 0.77%
Tempus Unlimited, Inc. MA$20.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042853296 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.