401(k) · DOL Form 5500 · 2024

Lacerta Group, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
506
Participants Below avg headcount
46th
Percentile by assets National rank
$12,384
Avg per participant Low balance/head
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Official DOL plan name: Lacerta Group, LLC 401(k) Plan · Sponsored by Lacerta Group, LLC · Massachusetts · Manufacturing

$6M in assets, 506 participants

Lacerta Group, LLC's Lacerta Group, LLC 401(k) Plan reported $6M in total assets and 506 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #5,280 in Manufacturing (17,777 peers)

Lacerta Group, LLC multi-year trail

Lacerta Group, LLC's plans moved +145.8% in assets from 2022 to 2024; this filing shows Lacerta Group, LLC 401(k) Plan at $6M / 506 participants.

#5,280
in Manufacturing (17,777 peers)
+32.8%
assets growth YoY

Lacerta Group, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Lacerta Group, LLC 401(k) Plan vs every filed plan by assets

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

$6,266,521 46th percentile higher than 46% of 123,620 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 2024

Lacerta Group, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lacerta Group, LLC 401(k) Plan sits mid-pack in the medium band (506 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lacerta Group, LLC 401(k) Plan reported participants rose from 367 in the plan year 2023 filing to 506 in the plan year 2024 filing.
  • Lacerta Group, LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Lacerta Group, LLC 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043180539 · Lacerta Group, LLC PY 2024 · 401(k)

Lacerta Group, LLC 401(k) Plan · $6M · 506 · 46th

  • EIN $6M
  • RANK 506
  • PHOTO 46th
  • IND 401(k)
  • EOY near Housing Group Fund 401(k) Plan
  • 5500 ind #5280

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 Manufacturing retirement plans → · Plans in Massachusetts →

Lacerta Group, LLC 401(k) Plan in the asset neighbourhood

Lacerta Group, LLC 401(k) PlanLacerta Group, LLC 401(k) Pl…$6MHousing Group Fund 401(k) PlanHousing Group Fund 401(k) Pl…$6MBankonit Retirement Savings PlanBankonit Retirement Savings …$6MInland Counties Legal Services, Inc. Retirement Savings PlanInland Counties Legal Servic…$6MAugusta Country Club 401(k) PlanAugusta Country Club 401(k) …$6M
End-of-year total assets ($M) among Lacerta Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lacerta Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lacerta Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 145.81272479148254% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.55M $6.27M ▲ +145.9%
Year Plans Participants Total Assets
2022 1 319 $3M
2023 1 367 $5M
2024 1 506 $6M

Lacerta Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN043180539
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lacerta Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lacerta Group, LLC 401(k) Plan, Total assets ($B): 0.006266521 · Participants: 506Lacerta Group, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Lacerta Group, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lacerta Group, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Housing Group Fund 401(k) Plan in CA ($6M); by covered participants it is Elephant Insurance Services, LLC 401(k) Plan in VA (506 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (506 participants); asset peers above are excluded.

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 Lacerta Group, LLC 401(k) Plan assets move in 2024? ▼
Lacerta Group, LLC 401(k) Plan surged - up 32.8% during 2024, from $5M to $6M. Reported net income was $2M.
How have Lacerta Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lacerta Group, LLC's sponsor-wide assets grew 145.8%, from $3M to $6M.
Which 401(k) plans are similar in size to Lacerta Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Housing Group Fund 401(k) Plan in CA ($6M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Lacerta Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elephant Insurance Services, LLC 401(k) Plan in VA (506 participants, $40M 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 043180539.

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.