401(k) · DOL Form 5500 · 2023

Lukasiewicz & Bellavance, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
21
Participants Small participant base
40th
Percentile by assets National rank
$186,633
Avg per participant Above avg balance/head
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Official DOL plan name: Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan · Sponsored by Lukasiewicz & Bellavance, LLC · Massachusetts · Healthcare & Social Assistance

$4M in assets, 21 participants

Lukasiewicz & Bellavance, LLC's Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan reported $4M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,488 in Healthcare & Social Assistance (17,684 peers)

Lukasiewicz & Bellavance, LLC multi-year trail

Lukasiewicz & Bellavance, LLC's plans moved +41.1% in assets from 2022 to 2024; this filing shows Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan at $4M / 21 participants.

#7,488
in Healthcare & Social Assistance (17,684 peers)
+20.0%
assets growth YoY

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,919,284 40th percentile higher than 40% of 127,068 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 2023

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan reported net income rose from -$682K in the plan year 2022 filing to $652K in the plan year 2023 filing.
  • Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 821852832 · Lukasiewicz & Bellavance, LLC PY 2023 · 401(k)

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan · $4M · 21 · 40th

  • PCT $4M
  • EIN 21
  • RANK 40th
  • PHOTO 401(k)
  • IND near Signum LLC 401(k)) Plan
  • EOY ind #7488

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 →

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing PlanLukasiewicz & Bellavance, LL…$4MSignum LLC 401(k)) Plan$4MCaringbridge 401(k) Plan$4M403(b) Thrift Plan of the Lighthouse for the Blind in New Orleans, Inc.403(b) Thrift Plan of the Li…$4MSystems Depot 401(k) Plan$4M
End-of-year total assets ($M) among Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lukasiewicz & Bellavance, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lukasiewicz & Bellavance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 41.097648508222186% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.27M $4.61M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 21 $3M
2023 1 21 $4M
2024 1 18 $5M

Lukasiewicz & Bellavance, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$652K
Employer EIN821852832
Plan Effective Date2017-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.003919284 · Participants: 21Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Signum LLC 401(k)) Plan in OH ($4M); by covered participants it is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.

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 Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan grew sharply - up 20.0% during 2023, from $3M to $4M. Reported net income was $652K.
How have Lukasiewicz & Bellavance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lukasiewicz & Bellavance, LLC's sponsor-wide assets grew 41.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Signum LLC 401(k)) Plan in OH ($4M, 169 participants).
Which 401(k) plans cover a similar participant headcount to Lukasiewicz & Bellavance, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan in GA (21 participants, $10M 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 821852832.

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.