401(k) · DOL Form 5500 · 2024

Lois a Lombardo, Dmd, PC 401(k) Plan

Data updated 2026-08-25

$944K
Total assets Small plan by assets
20
Participants Small participant base
23rd
Percentile by assets National rank
$47,214
Avg per participant Low balance/head
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Official DOL plan name: Lois a Lombardo Dmd 401(k) Plan · Sponsored by Lois a Lombardo, Dmd, PC · Massachusetts · Healthcare & Social Assistance

$944K in assets, 20 participants

Lois a Lombardo, Dmd, PC's Lois a Lombardo Dmd 401(k) Plan reported $944K in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,122 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Lois a Lombardo Dmd 401(k) Plan pulled back noticeably 14.7% in 2024 ($1M → $944K) for 20 participants.

#3,122
in Healthcare & Social Assistance (16,916 peers)
-14.7%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lois a Lombardo Dmd 401(k) Plan among the smaller filed plans by assets

Lois a Lombardo Dmd 401(k) Plan vs every filed plan by assets

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

$944,276 23rd percentile higher than 23% 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

Lois a Lombardo Dmd 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lois a Lombardo Dmd 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lois a Lombardo Dmd 401(k) Plan reported net income fell from $210K in the plan year 2023 filing to -$163K in the plan year 2024 filing.
  • Lois a Lombardo Dmd 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $944K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 383952319 · Lois a Lombardo, Dmd, PC PY 2024 · 401(k)

Lois a Lombardo Dmd 401(k) Plan · $944K · 20 · 23rd

  • EOY $944K
  • 5500 20
  • ASSETS 23rd
  • PCT 401(k)
  • EIN near Reotrade Inc
  • RANK ind #3122

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Lois a Lombardo Dmd 401(k) Plan in the asset neighbourhood

Lois a Lombardo Dmd 401(k) PlanLois a Lombardo Dmd 401(k) P…$944KReotrade Inc$944KPrimrose Management Group Incorporated 401(k) Profit Sharing PlanPrimrose Management Group In…$944KNuera Acquisition Inc. 401(k) PlanNuera Acquisition Inc. 401(k…$944KR & R Holdings, Inc. 401(k) PlanR & R Holdings, Inc. 401(k) …$945K
End-of-year total assets ($M) among Lois a Lombardo Dmd 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lois a Lombardo, Dmd, PC years around the 2024 move

Sponsor-wide plan assets over time

All Lois a Lombardo, Dmd, PC plans reported in each filing year

Latest sponsor-wide plan assets
$944K 5.2495714339852295% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.9M $0.94M ▲ +4.4%
Year Plans Participants Total Assets
2022 1 24 $897K
2023 1 20 $1M
2024 1 20 $944K

2024 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$944K
Net Income-$163K
Employer EIN383952319
Plan Effective Date2013-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Lois a Lombardo Dmd 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Lois a Lombardo Dmd 401(k) Plan, Total assets ($B): 0.000944276 · Participants: 20Lois a Lombardo Dmd 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
Lois a Lombardo Dmd 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Lois a Lombardo Dmd 401(k) Plan side-by-side with 3 peers →

Lois a Lombardo Dmd 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Reotrade Inc in NJ ($944K); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($944K here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Lois a Lombardo Dmd 401(k) Plan assets move in 2024? ▼
Lois a Lombardo Dmd 401(k) Plan pulled back noticeably - down 14.7% during 2024, from $1M to $944K. Reported net income was -$163K.
How have Lois a Lombardo, Dmd, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lois a Lombardo, Dmd, PC's sponsor-wide assets grew 5.2%, from $897K to $944K.
Where does Lois a Lombardo Dmd 401(k) Plan rank by assets among Form 5500 filers? ▼
Lois a Lombardo Dmd 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Lois a Lombardo Dmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reotrade Inc in NJ ($944K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Lois a Lombardo Dmd 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 383952319.

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.