401(k) · DOL Form 5500 · 2024

Lineage Capital, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 10
Participants Small participant base: 55th
Percentile by assets National rank: $953,936
Avg per participant High balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Lineage Capital, LLC 401(k) Plan · Sponsored by Lineage Capital, LLC · Massachusetts · Finance & Insurance

$10M in assets, 10 participants

Lineage Capital, LLC's Lineage Capital, LLC 401(k) Plan reported $10M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#3,306 in Finance & Insurance (8,549 peers)

Lineage Capital, LLC multi-year trail

Lineage Capital, LLC's plans moved +54.7% in assets from 2022 to 2024; this filing shows Lineage Capital, LLC 401(k) Plan at $10M / 10 participants.

#3,306
in Finance & Insurance (8,549 peers): +21.6%
assets growth YoY

Lineage Capital, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Lineage Capital, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,539,356 Top 45% higher than 55% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Lineage Capital, LLC 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lineage Capital, LLC 401(k) Plan is a micro filing (10 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Lineage Capital, LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Lineage Capital, LLC 401(k) Plan reported participants fell from 11 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 770595145 · Lineage Capital, LLC PY 2024 · 401(k)

Lineage Capital, LLC 401(k) Plan · $10M · 10 · 55th

BOY $10M
BOY 10
BOY 55th
BOY 401(k)
BOY near Isaacs & Isaacs, Psc 401(k) Plan
BOY ind #3306

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

End-of-year total assets ($M) among Lineage Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lineage Capital, LLC multi-year asset trail

Latest sponsor-wide plan assets: $10M 54.6599982198308% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	9	$6M
2023	1	11	$8M
2024	1	10	$10M

Lineage Capital, LLC filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	770595145
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lineage Capital, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Lineage Capital, LLC 401(k) Plan side-by-side with 3 peers →

Lineage Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Isaacs & Isaacs, Psc 401(k) Plan in KY ($10M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Isaacs & Isaacs, Psc 401(k) Plan (KY) $10M · 80
Child Start, Inc. Employee Retirement Savings Plan (CA) $10M · 214
Area Resource for Individual Services, Inc. and Members Retirement Plan (VT) $10M · 303
Vct Holdings LLC 401(k) Plan (NJ) $10M · 133

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

Hero Home Services 401(k) Plan (MN) 10 · 0 off
Draper & Mcginley, PA Retirement Plan (MD) 10 · 0 off
For Dogs of Nw Fla Inc 401(k) Plan (FL) 10 · 0 off
Profit Sharing Plan for Employees of Edward B Kampsen, M.D., P.a. (FL) 10 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lineage Capital, LLC 401(k) Plan assets move in 2024? ▼

Lineage Capital, LLC 401(k) Plan grew sharply - up 21.6% during 2024, from $8M to $10M. Reported net income was $2M.

How have Lineage Capital, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Lineage Capital, LLC's sponsor-wide assets grew 54.7%, from $6M to $10M.

Which 401(k) plans are similar in size to Lineage Capital, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Isaacs & Isaacs, Psc 401(k) Plan in KY ($10M, 80 participants).

Which 401(k) plans cover a similar participant headcount to Lineage Capital, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 770595145.