401(k) · DOL Form 5500 · 2023

Lacerta Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 367
Participants Below avg headcount: 43rd
Percentile by assets National rank: $12,854
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Lacerta Group, LLC 401(k) Plan · Sponsored by Lacerta Group, LLC · Massachusetts · Manufacturing

$5M in assets, 367 participants

Lacerta Group, LLC's Lacerta Group, LLC 401(k) Plan reported $5M in total assets and 367 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#4,952 in Manufacturing (18,722 peers)

Lacerta Group, LLC multi-year trail

Lacerta Group, LLC's plans moved +145.8% in assets from 2022 to 2024; this filing shows Lacerta Group, LLC 401(k) Plan at $5M / 367 participants.

#4,952
in Manufacturing (18,722 peers): +85.1%
assets growth YoY

Lacerta Group, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Lacerta Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,717,520 43rd percentile higher than 43% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Lacerta Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lacerta Group, LLC 401(k) Plan sits mid-pack in the medium band (367 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Lacerta Group, LLC 401(k) Plan reported net income rose from $263K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Lacerta Group, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Lacerta Group, LLC 401(k) Plan reported participants rose from 319 in the plan year 2022 filing to 367 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043180539 · Lacerta Group, LLC PY 2023 · 401(k)

Lacerta Group, LLC 401(k) Plan · $5M · 367 · 43rd

ASSETS $5M
ASSETS 367
ASSETS 43rd
ASSETS 401(k)
ASSETS near Trailhead Homes Retirement Plan
ASSETS ind #4952

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 Manufacturing retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Lacerta Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lacerta Group, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 145.81272479148254% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	319	$3M
2023	1	367	$5M
2024	1	506	$6M

Lacerta Group, LLC filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$2M
Employer EIN	043180539
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lacerta Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Lacerta Group, LLC 401(k) Plan side-by-side with 3 peers →

Lacerta Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Trailhead Homes Retirement Plan in AL ($5M); by covered participants it is Kind 401(k) Plan in DC (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Trailhead Homes Retirement Plan (AL) $5M · 20
Luther Memorial Home 401(k) Plan (ND) $5M · 98
Praxis Packaging 401(k) Plan (MI) $5M · 835
Kelly Financial Group, LLC 401(k) P/S Plan (MD) $5M · 19

Similar participant headcount

Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.

Kind 401(k) Plan (DC) 367 · 0 off
National Ewp, Inc. 401(k) Plan (NV) 367 · 0 off
Wps Bargaining Unit Employees 401(k) Plan (WI) 367 · 0 off
Eightfold Ai Inc 401(k) Plan (CA) 367 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lacerta Group, LLC 401(k) Plan assets move in 2023? ▼

Lacerta Group, LLC 401(k) Plan surged - up 85.1% during 2023, from $3M to $5M. Reported net income was $2M.

How have Lacerta Group, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lacerta Group, LLC's sponsor-wide assets grew 145.8%, from $3M to $6M.

Which 401(k) plans are similar in size to Lacerta Group, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trailhead Homes Retirement Plan in AL ($5M, 20 participants).

Which 401(k) plans cover a similar participant headcount to Lacerta Group, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Kind 401(k) Plan in DC (367 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043180539.