401(k) · DOL Form 5500 · 2023
Lineage Logistics Holdings, LLC 401(k) Plan
Data updated 2026-08-11
- $423M
- Total assets
- 8,142
- Participants
- 97th
- Percentile by assets
- $51,929
- Avg per participant
Official DOL plan name: Lineage Logistics 401(k) Plan · Sponsored by Lineage Logistics Holdings, LLC · Michigan · Transportation & Warehousing
$423M in assets, 8,142 participants
Lineage Logistics Holdings, LLC's Lineage Logistics 401(k) Plan reported $423M in total assets and 8,142 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #3,224 in Transportation & Warehousing (3,362 peers)
Coverage in Michigan
Lineage Logistics 401(k) Plan covers 8,142 participants in Michigan, 13x the typical Michigan plan (state average ~638 per filing). Assets: $423M.
- $423M
- total plan assets (2023 EOY)
- 8,142
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $51,929
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lineage Logistics 401(k) Plan reported net income rose from -$22M in the plan year 2022 filing to $80M in the plan year 2023 filing.
- Lineage Logistics 401(k) Plan end-of-year assets rose from $289M in the plan year 2022 filing to $423M in the plan year 2023 filing.
- Lineage Logistics 401(k) Plan reported participants fell from 8,421 in the plan year 2022 filing to 8,142 in the plan year 2023 filing.
Participants vs Michigan filers
In Michigan, the average filing covers about 638 participants across 4,220 plans. Lineage Logistics 401(k) Plan reports 8,142 participants - 13x that state average ($423M EOY assets).
Michigan filing particulars
| Total Assets (Beginning of Year) | $289M |
|---|---|
| Net Assets (End of Year) | $423M |
| Net Income | $80M |
| Employer EIN | 300707700 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lineage Logistics Holdings, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10,033 | $339M |
| 2023 | 2 | 9,534 | $423M |
| 2024 | 1 | 8,546 | $493M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lineage Logistics 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Scale composition for Lineage Logistics 401(k) Plan
Lineage Logistics 401(k) Plan reports $423M in end-of-year assets across 8,142 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.009% of 93,925,755 covered participants) - about $51,929 per participant (38% of the national average assets-per-participant) . Net income for plan year 2023 was $80M.
This plan identity (EIN 300707700, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $289M to $493M (+70.3%) while covered participants moved from 8,421 to 8,546 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 8,421 | $289M | Open filing |
| 2023 | 8,142 | $423M | This page |
| 2024 · index core | 8,546 | $493M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lineage Logistics 401(k) Plan (401(k), $493M, 8,546 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lineage Logistics 401(k) Plan by total assets, not by location.
- Acce Benefit Trust Profit Sharing Plan (VA) $423M · 3,065
- The 401(k) Savings Plan (TX) $423M · 9,690
- Molson Coors Consolidated Retirement and Thrift Savings Plan (WI) $423M · 1,960
- Alkermes, Inc. 401(k) Retirement Savings Plan (MA) $423M · 1,808
Frequently Asked Questions
How did Lineage Logistics 401(k) Plan assets move in 2023? ▼
How have Lineage Logistics Holdings, LLC plan assets changed over time? ▼
Where does Lineage Logistics 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lineage Logistics 401(k) Plan? ▼
Next read for Lineage Logistics 401(k) Plan
Filing takeaways
Ways to act on Lineage Logistics 401(k) Plan's numbers.
- By total assets, Lineage Logistics 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Michigan. Compare plans
- Lineage Logistics Holdings, LLC's sponsor-wide assets have grown 45.3% since 2022 across 3 plan years on file. More Transportation & Warehousing plans