401(k) · DOL Form 5500 · 2023

Lombardi, Clairmont & Keegan 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
10
Participants Small participant base
42nd
Percentile by assets National rank
$452,653
Avg per participant High balance/head
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Official DOL plan name: Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust · Sponsored by Lombardi, Clairmont & Keegan · Massachusetts · Professional & Technical Services

$5M in assets, 10 participants

Lombardi, Clairmont & Keegan's Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust reported $5M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,137 in Professional & Technical Services (20,321 peers)

Lombardi, Clairmont & Keegan multi-year trail

Lombardi, Clairmont & Keegan's plans moved +19.0% in assets from 2023 to 2024; this filing shows Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust at $5M / 10 participants.

#8,137
in Professional & Technical Services (20,321 peers)
+23.1%
assets growth YoY

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust vs every filed plan by assets

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

$4,526,529 42nd percentile higher than 42% 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

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust is a micro filing (10 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 042511474 · Lombardi, Clairmont & Keegan PY 2023 · 401(k)

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust · $5M · 10 · 42nd

  • PART $5M
  • TYPE 10
  • NET 42nd
  • BOOK 401(k)
  • VS-ST near Renau Corporation 401(k) Profit Sharing Plan
  • BOY ind #8137

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust in the asset neighbourhood

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and TrustLombardi, Clairmont & Keegan…$5MRenau Corporation 401(k) Profit Sharing PlanRenau Corporation 401(k) Pro…$5MC.a.T. Retirement and Savings PlanC.a.T. Retirement and Saving…$5MCazenovia Equipment Co., Inc. 401(k) PlanCazenovia Equipment Co., Inc…$5MVivid Impact Company, LLC 401(k) PlanVivid Impact Company, LLC 40…$5M
End-of-year total assets ($M) among Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lombardi, Clairmont & Keegan multi-year asset trail

Sponsor-wide plan assets over time

All Lombardi, Clairmont & Keegan plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.033192982967744% vs 2023
2024 filing year
$4M$4.5M$5M$5.5M 20232024 $4.53M $5.39M ▲ +19.0%
Year Plans Participants Total Assets
2023 1 10 $5M
2024 1 7 $5M

Lombardi, Clairmont & Keegan filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$850K
Employer EIN042511474
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust, Total assets ($B): 0.004526529 · Participants: 10Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and TrustFidelity 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
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust side-by-side with 3 peers →

Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Renau Corporation 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust assets move in 2023? ▼
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust grew sharply - up 23.1% during 2023, from $4M to $5M. Reported net income was $850K.
How have Lombardi, Clairmont & Keegan plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lombardi, Clairmont & Keegan's sponsor-wide assets grew 19.0%, from $5M to $5M.
Which 401(k) plans are similar in size to Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Renau Corporation 401(k) Profit Sharing Plan in CA ($5M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 042511474.

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.