401(k) · DOL Form 5500 · 2023

Lineage Logistics Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$423M
Total assets Above avg plan size
8,142
Participants Very large workforce
97th
Percentile by assets National rank
$51,929
Avg per participant Low balance/head
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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.

  • #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.

#3,224
in Transportation & Warehousing (3,362 peers)
+46.2%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Lineage Logistics 401(k) Plan's outsized position by total assets

Lineage Logistics 401(k) Plan vs every filed plan by assets

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

$422,803,770 Top 3% higher than 97% 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

Lineage Logistics 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lineage Logistics 401(k) Plan lands in the large band (8,142 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 300707700 · Lineage Logistics Holdings, LLC PY 2023 · 401(k)

Lineage Logistics 401(k) Plan · $423M · 8,142 · 97th

  • TYPE $423M
  • NET 8,142
  • BOOK 97th
  • VS-ST 401(k)
  • BOY near Acce Benefit Trust Profit Sharing Plan
  • SCH ind #3224

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 Transportation & Warehousing retirement plans → · Plans in Michigan →

Lineage Logistics 401(k) Plan in the asset neighbourhood

Alkermes, Inc. 401(k) Retirement Savings PlanAlkermes, Inc. 401(k) Retire…$423MMolson Coors Consolidated Retirement and Thrift Savings PlanMolson Coors Consolidated Re…$423MThe 401(k) Savings Plan$423MAcce Benefit Trust Profit Sharing PlanAcce Benefit Trust Profit Sh…$423MLineage Logistics 401(k) Plan$423M
End-of-year total assets ($M) among Lineage Logistics 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$289M
Net Assets (End of Year)$423M
Net Income$80M
Employer EIN300707700
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lineage Logistics Holdings, LLC)

Sponsor-wide plan assets over time

All Lineage Logistics Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$493M 45.2528547484096% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $339M $493M ▲ +45.3%
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 Scatter plot of 6 data points. 020000400006000080000 -50510152025 Total assets ($B) Participants Lineage Logistics 401(k) Plan, Total assets ($B): 0.42280377 · Participants: 8142Lineage Logistics 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Lineage Logistics 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Lineage Logistics 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Acce Benefit Trust Profit Sharing Plan in VA ($423M); by covered participants it is Post Acute Medical, LLC 401(k) Plan in PA (8,143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($423M here).

Similar participant headcount

Nearest other-state filings by covered participants (8,142 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 Lineage Logistics 401(k) Plan assets move in 2023? ▼
Lineage Logistics 401(k) Plan surged - up 46.2% during 2023, from $289M to $423M. Reported net income was $80M.
How have Lineage Logistics Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lineage Logistics Holdings, LLC's sponsor-wide assets grew 45.3%, from $339M to $493M.
Where does Lineage Logistics 401(k) Plan rank by assets among Form 5500 filers? ▼
Lineage Logistics 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Lineage Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acce Benefit Trust Profit Sharing Plan in VA ($423M, 3,065 participants).
Which 401(k) plans cover a similar participant headcount to Lineage Logistics 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Post Acute Medical, LLC 401(k) Plan in PA (8,143 participants, $73M 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 300707700.

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.