401(k) · DOL Form 5500 · 2024
Lombardi, Clairmont & Keegan 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $769,725
- Avg per participant High balance/head
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, 7 participants
Lombardi, Clairmont & Keegan's Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust reported $5M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,262 in Professional & Technical Services (20,173 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 / 7 participants.
- #8,262
- in Professional & Technical Services (20,173 peers)
- +19.0%
- 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 2024 · DOL Form 5500
$5,388,072 43rd percentile higher than 43% 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
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust among micro filed plans by headcount
Plan-year 2024 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 (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust reported participants fell from 10 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042511474 · Lombardi, Clairmont & Keegan PY 2024 · 401(k)
Lombardi, Clairmont & Keegan Employees Retirement Savings Plan and Trust · $5M · 7 · 43rd
- SCH $5M
- EBSA 7
- PART 43rd
- TYPE 401(k)
- NET near Sendbird, Inc 401(k) Plan
- BOOK ind #8262
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 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 10 | $5M |
| 2024 | 1 | 7 | $5M |
Lombardi, Clairmont & Keegan filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $862K |
| Employer EIN | 042511474 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
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 Sendbird, Inc 401(k) Plan in CA ($5M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Sendbird, Inc 401(k) Plan (CA) $5M · 94
- Hireez 401(k) Plan (CA) $5M · 88
- Threat Tec, LLC 401(k) Plan (VA) $5M · 407
- Springbuk, Inc. 401(k) Plan (IN) $5M · 84
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.