401(k) · DOL Form 5500 · 2023

Innovative Office Systems, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
116
Participants Small participant base
53rd
Percentile by assets National rank
$65,567
Avg per participant Low balance/head
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Official DOL plan name: Lineage Profit Sharing 401(k) Plan · Sponsored by Innovative Office Systems, LLC · North Carolina · Wholesale Trade

$8M in assets, 116 participants

Innovative Office Systems, LLC's Lineage Profit Sharing 401(k) Plan reported $8M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,723 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Lineage Profit Sharing 401(k) Plan covers 116 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#2,723
in Wholesale Trade (6,309 peers)
+16.7%
assets growth YoY

Lineage Profit Sharing 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$7,605,719 Top 47% higher than 53% 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 Profit Sharing 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. Lineage Profit Sharing 401(k) Plan sits mid-pack in the medium band (116 participants).

Published 5500 schedule card

Filing strip 134206702 · Innovative Office Systems, LLC PY 2023 · 401(k)

Lineage Profit Sharing 401(k) Plan · $8M · 116 · 53rd

  • RANK $8M
  • RANK 116
  • RANK 53rd
  • RANK 401(k)
  • RANK near Cap Services, Inc. 401(k) Plan
  • RANK ind #2723

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Lineage Profit Sharing 401(k) Plan in the asset neighbourhood

Lineage Profit Sharing 401(k) PlanLineage Profit Sharing 401(k…$8MCap Services, Inc. 401(k) PlanCap Services, Inc. 401(k) Pl…$8MCraig Realty Group Retirement Savings PlanCraig Realty Group Retiremen…$8MOne 401(k) and Profit Sharing PlanOne 401(k) and Profit Sharin…$8MSherman Loehr 401(k) Plan & TrustSherman Loehr 401(k) Plan & …$8M
End-of-year total assets ($M) among Lineage Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN134206702
Plan Effective Date2012-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Innovative Office Systems, LLC)

Sponsor-wide plan assets over time

All Innovative Office Systems, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.0519672104636% vs 2023
2024 filing year
$7.4M$7.6M$7.8M$8M$8.2M$8.4M 20232024 $7.61M $8.22M ▲ +8.0%
Year Plans Participants Total Assets
2023 1 116 $8M
2024 1 125 $8M

Nearby 401(k) Plans in North Carolina

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

Lineage Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Lineage Profit Sharing 401(k) Plan, Total assets ($B): 0.007605719 · Participants: 116Lineage Profit Sharing 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Lineage Profit Sharing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Lineage Profit Sharing 401(k) Plan side-by-side with 3 peers →

Lineage Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cap Services, Inc. 401(k) Plan in WI ($8M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Profit Sharing 401(k) Plan assets move in 2023? ▼
Lineage Profit Sharing 401(k) Plan grew sharply - up 16.7% during 2023, from $7M to $8M. Reported net income was $1M.
How have Innovative Office Systems, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Innovative Office Systems, LLC's sponsor-wide assets grew 8.1%, from $8M to $8M.
Which 401(k) plans are similar in size to Lineage Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cap Services, Inc. 401(k) Plan in WI ($8M, 217 participants).
Which 401(k) plans cover a similar participant headcount to Lineage Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A 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 134206702.

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.