Civic Intelligence

Lerner & Holmes PC

Plan context: Lerner & Holmes PC 401(K) Plan

EIN 04-3407552 • Boston, MA • 50 filings • 8 plans

260 Franklin St Ste 1500Boston, MA 02110-3115
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$3,406,335

2025 Contributions

$223,829

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,561,132$4,280,566$0199920132025YearValue
$3,406,335Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680199920122025YearValue
16Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025116$3,406,335$223,829$13,989iApproximate average salary by contribution assumption: employee only about $349,733 at 4% or $233,155 at 6%; with 50% employer match about $233,155 at 4% or $155,437 at 6%; with 100% employer match about $174,866 at 4% or $116,578 at 6%.
Lerner & Holmes PC 401(K) Plan-16$3,406,335$223,829$13,989iApproximate average salary by contribution assumption: employee only about $349,733 at 4% or $233,155 at 6%; with 50% employer match about $233,155 at 4% or $155,437 at 6%; with 100% employer match about $174,866 at 4% or $116,578 at 6%.
2024113$2,725,602$220,504$16,962iApproximate average salary by contribution assumption: employee only about $424,046 at 4% or $282,697 at 6%; with 50% employer match about $282,697 at 4% or $188,465 at 6%; with 100% employer match about $212,023 at 4% or $141,349 at 6%.
Lerner & Holmes PC 401(K) Plan-13$2,725,602$220,504$16,962iApproximate average salary by contribution assumption: employee only about $424,046 at 4% or $282,697 at 6%; with 50% employer match about $282,697 at 4% or $188,465 at 6%; with 100% employer match about $212,023 at 4% or $141,349 at 6%.
2023115$2,280,474$181,507$12,100iApproximate average salary by contribution assumption: employee only about $302,512 at 4% or $201,674 at 6%; with 50% employer match about $201,674 at 4% or $134,450 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%.
Lerner & Holmes PC 401(K) Plan-15$2,280,474$181,507$12,100iApproximate average salary by contribution assumption: employee only about $302,512 at 4% or $201,674 at 6%; with 50% employer match about $201,674 at 4% or $134,450 at 6%; with 100% employer match about $151,256 at 4% or $100,837 at 6%.
2022115$2,883,274$177,196$11,813iApproximate average salary by contribution assumption: employee only about $295,327 at 4% or $196,884 at 6%; with 50% employer match about $196,884 at 4% or $131,256 at 6%; with 100% employer match about $147,663 at 4% or $98,442 at 6%.
Lerner & Holmes PC 401(K) Plan-15$2,883,274$177,196$11,813iApproximate average salary by contribution assumption: employee only about $295,327 at 4% or $196,884 at 6%; with 50% employer match about $196,884 at 4% or $131,256 at 6%; with 100% employer match about $147,663 at 4% or $98,442 at 6%.
2021113$3,225,352$178,066$13,697iApproximate average salary by contribution assumption: employee only about $342,435 at 4% or $228,290 at 6%; with 50% employer match about $228,290 at 4% or $152,193 at 6%; with 100% employer match about $171,217 at 4% or $114,145 at 6%.
Lerner & Holmes PC 401(K) Plan-13$3,225,352$178,066$13,697iApproximate average salary by contribution assumption: employee only about $342,435 at 4% or $228,290 at 6%; with 50% employer match about $228,290 at 4% or $152,193 at 6%; with 100% employer match about $171,217 at 4% or $114,145 at 6%.
2020114$3,206,658$84,974$6,070iApproximate average salary by contribution assumption: employee only about $151,739 at 4% or $101,160 at 6%; with 50% employer match about $101,160 at 4% or $67,440 at 6%; with 100% employer match about $75,870 at 4% or $50,580 at 6%.
Lerner & Holmes PC 401(K) Plan-14$3,206,658$84,974$6,070iApproximate average salary by contribution assumption: employee only about $151,739 at 4% or $101,160 at 6%; with 50% employer match about $101,160 at 4% or $67,440 at 6%; with 100% employer match about $75,870 at 4% or $50,580 at 6%.
2019113$2,770,785$165,267$12,713iApproximate average salary by contribution assumption: employee only about $317,821 at 4% or $211,881 at 6%; with 50% employer match about $211,881 at 4% or $141,254 at 6%; with 100% employer match about $158,911 at 4% or $105,940 at 6%.
Lerner & Holmes PC 401(K) Plan-13$2,770,785$165,267$12,713iApproximate average salary by contribution assumption: employee only about $317,821 at 4% or $211,881 at 6%; with 50% employer match about $211,881 at 4% or $141,254 at 6%; with 100% employer match about $158,911 at 4% or $105,940 at 6%.
2018112$2,318,578$45,459$3,788iApproximate average salary by contribution assumption: employee only about $94,706 at 4% or $63,138 at 6%; with 50% employer match about $63,138 at 4% or $42,092 at 6%; with 100% employer match about $47,353 at 4% or $31,569 at 6%.
Lerner & Holmes PC 401(K) Plan-12$2,318,578$45,459$3,788iApproximate average salary by contribution assumption: employee only about $94,706 at 4% or $63,138 at 6%; with 50% employer match about $63,138 at 4% or $42,092 at 6%; with 100% employer match about $47,353 at 4% or $31,569 at 6%.
2017312$2,524,592$362,079$30,173iApproximate average salary by contribution assumption: employee only about $754,331 at 4% or $502,888 at 6%; with 50% employer match about $502,888 at 4% or $335,258 at 6%; with 100% employer match about $377,166 at 4% or $251,444 at 6%.
Lerner & Holmes PC 401(K) Plan-12$2,524,592$362,079$30,173iApproximate average salary by contribution assumption: employee only about $754,331 at 4% or $502,888 at 6%; with 50% employer match about $502,888 at 4% or $335,258 at 6%; with 100% employer match about $377,166 at 4% or $251,444 at 6%.
Lerner & Holmes PC Retirement Trust-0---
Lerner & Holmes PC Defined Benefit Pension Plan-0---
2016314$8,561,132$345,474$24,677iApproximate average salary by contribution assumption: employee only about $616,918 at 4% or $411,279 at 6%; with 50% employer match about $411,279 at 4% or $274,186 at 6%; with 100% employer match about $308,459 at 4% or $205,639 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-5$4,973,571$236,160$47,232iApproximate average salary by contribution assumption: employee only about $1,180,800 at 4% or $787,200 at 6%; with 50% employer match about $787,200 at 4% or $524,800 at 6%; with 100% employer match about $590,400 at 4% or $393,600 at 6%.
Lerner & Holmes PC 401(K) Plan-14$1,820,406$92,427$6,602iApproximate average salary by contribution assumption: employee only about $165,048 at 4% or $110,032 at 6%; with 50% employer match about $110,032 at 4% or $73,355 at 6%; with 100% employer match about $82,524 at 4% or $55,016 at 6%.
Lerner & Holmes PC Retirement Trust-5$1,767,155$16,887$3,377iApproximate average salary by contribution assumption: employee only about $84,435 at 4% or $56,290 at 6%; with 50% employer match about $56,290 at 4% or $37,527 at 6%; with 100% employer match about $42,218 at 4% or $28,145 at 6%.
201538$7,746,806$1,348,991$168,624iApproximate average salary by contribution assumption: employee only about $4,215,597 at 4% or $2,810,398 at 6%; with 50% employer match about $2,810,398 at 4% or $1,873,599 at 6%; with 100% employer match about $2,107,798 at 4% or $1,405,199 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-5$4,566,034$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Lerner & Holmes PC Retirement Trust-5$1,611,215$13,642$2,728iApproximate average salary by contribution assumption: employee only about $68,210 at 4% or $45,473 at 6%; with 50% employer match about $45,473 at 4% or $30,316 at 6%; with 100% employer match about $34,105 at 4% or $22,737 at 6%.
Lerner & Holmes PC 401(K) Plan-8$1,569,557$935,349$116,919iApproximate average salary by contribution assumption: employee only about $2,922,966 at 4% or $1,948,644 at 6%; with 50% employer match about $1,948,644 at 4% or $1,299,096 at 6%; with 100% employer match about $1,461,483 at 4% or $974,322 at 6%.
201438$6,484,539$437,193$54,649iApproximate average salary by contribution assumption: employee only about $1,366,228 at 4% or $910,819 at 6%; with 50% employer match about $910,819 at 4% or $607,213 at 6%; with 100% employer match about $683,114 at 4% or $455,409 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-7$4,170,032$340,000$48,571iApproximate average salary by contribution assumption: employee only about $1,214,286 at 4% or $809,524 at 6%; with 50% employer match about $809,524 at 4% or $539,683 at 6%; with 100% employer match about $607,143 at 4% or $404,762 at 6%.
Lerner & Holmes PC Retirement Trust-7$1,622,393$14,954$2,136iApproximate average salary by contribution assumption: employee only about $53,407 at 4% or $35,605 at 6%; with 50% employer match about $35,605 at 4% or $23,737 at 6%; with 100% employer match about $26,704 at 4% or $17,802 at 6%.
Lerner & Holmes PC 401(K) Plan-8$692,114$82,239$10,280iApproximate average salary by contribution assumption: employee only about $256,997 at 4% or $171,331 at 6%; with 50% employer match about $171,331 at 4% or $114,221 at 6%; with 100% employer match about $128,498 at 4% or $85,666 at 6%.
201338$5,531,996$489,915$61,239iApproximate average salary by contribution assumption: employee only about $1,530,984 at 4% or $1,020,656 at 6%; with 50% employer match about $1,020,656 at 4% or $680,438 at 6%; with 100% employer match about $765,492 at 4% or $510,328 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-5$3,489,426$400,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Lerner & Holmes PC Retirement Trust-5$1,466,607$10,002$2,000iApproximate average salary by contribution assumption: employee only about $50,010 at 4% or $33,340 at 6%; with 50% employer match about $33,340 at 4% or $22,227 at 6%; with 100% employer match about $25,005 at 4% or $16,670 at 6%.
Lerner & Holmes PC 401(K) Plan-8$575,963$79,913$9,989iApproximate average salary by contribution assumption: employee only about $249,728 at 4% or $166,485 at 6%; with 50% employer match about $166,485 at 4% or $110,990 at 6%; with 100% employer match about $124,864 at 4% or $83,243 at 6%.
201237$4,378,294$491,169$70,167iApproximate average salary by contribution assumption: employee only about $1,754,175 at 4% or $1,169,450 at 6%; with 50% employer match about $1,169,450 at 4% or $779,633 at 6%; with 100% employer match about $877,088 at 4% or $584,725 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-4$2,682,830$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Lerner & Holmes PC Retirement Trust-4$1,269,712$8,363$2,091iApproximate average salary by contribution assumption: employee only about $52,269 at 4% or $34,846 at 6%; with 50% employer match about $34,846 at 4% or $23,231 at 6%; with 100% employer match about $26,134 at 4% or $17,423 at 6%.
Lerner & Holmes PC 401(K) Plan-7$425,752$82,806$11,829iApproximate average salary by contribution assumption: employee only about $295,736 at 4% or $197,157 at 6%; with 50% employer match about $197,157 at 4% or $131,438 at 6%; with 100% employer match about $147,868 at 4% or $98,579 at 6%.
201136$3,378,662$392,647$65,441iApproximate average salary by contribution assumption: employee only about $1,636,029 at 4% or $1,090,686 at 6%; with 50% employer match about $1,090,686 at 4% or $727,124 at 6%; with 100% employer match about $818,015 at 4% or $545,343 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-4$1,973,114$300,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
Lerner & Holmes PC Retirement Trust-4$1,088,428$8,036$2,009iApproximate average salary by contribution assumption: employee only about $50,225 at 4% or $33,483 at 6%; with 50% employer match about $33,483 at 4% or $22,322 at 6%; with 100% employer match about $25,113 at 4% or $16,742 at 6%.
Lerner & Holmes PC 401(K) Plan-6$317,120$84,611$14,102iApproximate average salary by contribution assumption: employee only about $352,546 at 4% or $235,031 at 6%; with 50% employer match about $235,031 at 4% or $156,687 at 6%; with 100% employer match about $176,273 at 4% or $117,515 at 6%.
201038$3,168,050$210,345$26,293iApproximate average salary by contribution assumption: employee only about $657,328 at 4% or $438,219 at 6%; with 50% employer match about $438,219 at 4% or $292,146 at 6%; with 100% employer match about $328,664 at 4% or $219,109 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-5$1,688,030$130,000$26,000iApproximate average salary by contribution assumption: employee only about $650,000 at 4% or $433,333 at 6%; with 50% employer match about $433,333 at 4% or $288,889 at 6%; with 100% employer match about $325,000 at 4% or $216,667 at 6%.
Lerner & Holmes PC Retirement Trust-5$1,088,482$11,762$2,352iApproximate average salary by contribution assumption: employee only about $58,810 at 4% or $39,207 at 6%; with 50% employer match about $39,207 at 4% or $26,138 at 6%; with 100% employer match about $29,405 at 4% or $19,603 at 6%.
Lerner & Holmes PC 401(K) Plan-8$391,538$68,583$8,573iApproximate average salary by contribution assumption: employee only about $214,322 at 4% or $142,881 at 6%; with 50% employer match about $142,881 at 4% or $95,254 at 6%; with 100% employer match about $107,161 at 4% or $71,441 at 6%.
200938$2,531,177$306,628$38,329iApproximate average salary by contribution assumption: employee only about $958,213 at 4% or $638,808 at 6%; with 50% employer match about $638,808 at 4% or $425,872 at 6%; with 100% employer match about $479,106 at 4% or $319,404 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-5$1,317,384$212,713$42,543iApproximate average salary by contribution assumption: employee only about $1,063,565 at 4% or $709,043 at 6%; with 50% employer match about $709,043 at 4% or $472,696 at 6%; with 100% employer match about $531,783 at 4% or $354,522 at 6%.
Lerner & Holmes PC Retirement Trust-5$943,736$10,838$2,168iApproximate average salary by contribution assumption: employee only about $54,190 at 4% or $36,127 at 6%; with 50% employer match about $36,127 at 4% or $24,084 at 6%; with 100% employer match about $27,095 at 4% or $18,063 at 6%.
Lerner & Holmes PC 401(K) Plan-8$270,057$83,077$10,385iApproximate average salary by contribution assumption: employee only about $259,616 at 4% or $173,077 at 6%; with 50% employer match about $173,077 at 4% or $115,385 at 6%; with 100% employer match about $129,808 at 4% or $86,539 at 6%.
2008310$1,727,054$607,728$60,773iApproximate average salary by contribution assumption: employee only about $1,519,320 at 4% or $1,012,880 at 6%; with 50% employer match about $1,012,880 at 4% or $675,253 at 6%; with 100% employer match about $759,660 at 4% or $506,440 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-4$832,868$487,546$121,887iApproximate average salary by contribution assumption: employee only about $3,047,163 at 4% or $2,031,442 at 6%; with 50% employer match about $2,031,442 at 4% or $1,354,294 at 6%; with 100% employer match about $1,523,581 at 4% or $1,015,721 at 6%.
Lerner & Holmes PC Retirement Trust-4$737,371$8,019$2,005iApproximate average salary by contribution assumption: employee only about $50,119 at 4% or $33,413 at 6%; with 50% employer match about $33,413 at 4% or $22,275 at 6%; with 100% employer match about $25,059 at 4% or $16,706 at 6%.
Lerner & Holmes PC 401(K) Plan-10$156,815$112,163$11,216iApproximate average salary by contribution assumption: employee only about $280,408 at 4% or $186,938 at 6%; with 50% employer match about $186,938 at 4% or $124,626 at 6%; with 100% employer match about $140,204 at 4% or $93,469 at 6%.
2007310$1,591,850$412,098$41,210iApproximate average salary by contribution assumption: employee only about $1,030,245 at 4% or $686,830 at 6%; with 50% employer match about $686,830 at 4% or $457,887 at 6%; with 100% employer match about $515,123 at 4% or $343,415 at 6%.
Lerner & Holmes PC Retirement Trust-5$1,192,204$12,452$2,490iApproximate average salary by contribution assumption: employee only about $62,260 at 4% or $41,507 at 6%; with 50% employer match about $41,507 at 4% or $27,671 at 6%; with 100% employer match about $31,130 at 4% or $20,753 at 6%.
Lerner & Holmes PC Defined Benefit Pension Plan-5$399,646$399,646$79,929iApproximate average salary by contribution assumption: employee only about $1,998,230 at 4% or $1,332,153 at 6%; with 50% employer match about $1,332,153 at 4% or $888,102 at 6%; with 100% employer match about $999,115 at 4% or $666,077 at 6%.
Lerner & Holmes PC 401(K) Plan-10---
200628$1,161,973$155,707$19,463iApproximate average salary by contribution assumption: employee only about $486,584 at 4% or $324,390 at 6%; with 50% employer match about $324,390 at 4% or $216,260 at 6%; with 100% employer match about $243,292 at 4% or $162,195 at 6%.
Lerner & Holmes PC Retirement Trust-5$1,104,823$99,450$19,890iApproximate average salary by contribution assumption: employee only about $497,250 at 4% or $331,500 at 6%; with 50% employer match about $331,500 at 4% or $221,000 at 6%; with 100% employer match about $248,625 at 4% or $165,750 at 6%.
Lerner & Holmes PC 401(K) Plan-8$57,150$56,257$7,032iApproximate average salary by contribution assumption: employee only about $175,803 at 4% or $117,202 at 6%; with 50% employer match about $117,202 at 4% or $78,135 at 6%; with 100% employer match about $87,902 at 4% or $58,601 at 6%.
200514$893,316$88,654$22,164iApproximate average salary by contribution assumption: employee only about $554,088 at 4% or $369,392 at 6%; with 50% employer match about $369,392 at 4% or $246,261 at 6%; with 100% employer match about $277,044 at 4% or $184,696 at 6%.
Lerner & Holmes PC Retirement Trust-4$893,316$88,654$22,164iApproximate average salary by contribution assumption: employee only about $554,088 at 4% or $369,392 at 6%; with 50% employer match about $369,392 at 4% or $246,261 at 6%; with 100% employer match about $277,044 at 4% or $184,696 at 6%.
200414$769,890$89,291$22,323iApproximate average salary by contribution assumption: employee only about $558,069 at 4% or $372,046 at 6%; with 50% employer match about $372,046 at 4% or $248,031 at 6%; with 100% employer match about $279,034 at 4% or $186,023 at 6%.
Lerner & Holmes PC Retirement Trust-4$769,890$89,291$22,323iApproximate average salary by contribution assumption: employee only about $558,069 at 4% or $372,046 at 6%; with 50% employer match about $372,046 at 4% or $248,031 at 6%; with 100% employer match about $279,034 at 4% or $186,023 at 6%.
200313$623,213$84,941$28,314iApproximate average salary by contribution assumption: employee only about $707,842 at 4% or $471,894 at 6%; with 50% employer match about $471,894 at 4% or $314,596 at 6%; with 100% employer match about $353,921 at 4% or $235,947 at 6%.
Lerner & Holmes PC Retirement Trust-3$623,213$84,941$28,314iApproximate average salary by contribution assumption: employee only about $707,842 at 4% or $471,894 at 6%; with 50% employer match about $471,894 at 4% or $314,596 at 6%; with 100% employer match about $353,921 at 4% or $235,947 at 6%.
200213$429,116$84,083$28,028iApproximate average salary by contribution assumption: employee only about $700,692 at 4% or $467,128 at 6%; with 50% employer match about $467,128 at 4% or $311,419 at 6%; with 100% employer match about $350,346 at 4% or $233,564 at 6%.
Lerner & Holmes PC Retirement Trust-3$429,116$84,083$28,028iApproximate average salary by contribution assumption: employee only about $700,692 at 4% or $467,128 at 6%; with 50% employer match about $467,128 at 4% or $311,419 at 6%; with 100% employer match about $350,346 at 4% or $233,564 at 6%.
200115$0$0-
Lerner & Holmes PC Retirement Trust-5---
200014$386,250$64,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Lerner & Holmes PC Retirement Trust-4$386,250$64,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
199914$344,518$249,544$62,386iApproximate average salary by contribution assumption: employee only about $1,559,650 at 4% or $1,039,767 at 6%; with 50% employer match about $1,039,767 at 4% or $693,178 at 6%; with 100% employer match about $779,825 at 4% or $519,883 at 6%.
Lerner & Holmes PC Retirement Trust-4$344,518$249,544$62,386iApproximate average salary by contribution assumption: employee only about $1,559,650 at 4% or $1,039,767 at 6%; with 50% employer match about $1,039,767 at 4% or $693,178 at 6%; with 100% employer match about $779,825 at 4% or $519,883 at 6%.