Profit Sharing · DOL Form 5500 · 2022

Lockamy & Associates Inc. Profit Sharing Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$253,930
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockamy & Associates Inc. Retirement Plan · Sponsored by Lockamy & Associates Inc. · Texas · Professional & Technical Services

$508K in assets, 2 participants

Lockamy & Associates Inc.'s Lockamy & Associates Inc. Retirement Plan reported $508K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #3,185 in Professional & Technical Services (21,562 peers)

Lockamy & Associates Inc. multi-year trail

Lockamy & Associates Inc.'s plans moved +11.8% in assets from 2022 to 2024; this filing shows Lockamy & Associates Inc. Retirement Plan at $508K / 2 participants.

#3,185
in Professional & Technical Services (21,562 peers)
-9.5%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lockamy & Associates Inc. Retirement Plan among the smaller filed plans by assets

Lockamy & Associates Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$507,859 18th percentile higher than 18% of 139,123 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 2022

Lockamy & Associates Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockamy & Associates Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 814620983 · Lockamy & Associates Inc. PY 2022 · Profit Sharing

Lockamy & Associates Inc. Retirement Plan · $508K · 2 · 18th

  • VS-ST $508K
  • VS-ST 2
  • VS-ST 18th
  • VS-ST Profit Sharing
  • VS-ST near Awvo Holdings Inc. Retirement Plan
  • VS-ST ind #3185

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 Texas →

Lockamy & Associates Inc. Retirement Plan in the asset neighbourhood

Lockamy & Associates Inc. Retirement PlanLockamy & Associates Inc. Re…$508KAwvo Holdings Inc. Retirement PlanAwvo Holdings Inc. Retiremen…$508KBjr Anesthesia Services Retirement PlanBjr Anesthesia Services Reti…$508KBecker Holdings, Inc. Retirement PlanBecker Holdings, Inc. Retire…$508KShore Mobility, Inc., Retirement PlanShore Mobility, Inc., Retire…$508K
End-of-year total assets ($M) among Lockamy & Associates Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Lockamy & Associates Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lockamy & Associates Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$568K 11.781616551050588% vs 2022
2024 filing year
$0.5M$0.52M$0.54M$0.56M$0.58M 202220232024 $0.51M $0.57M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 2 $508K
2023 1 2 $508K
2024 1 2 $568K

Lockamy & Associates Inc. filing trail (2022)

Total Assets (Beginning of Year)$561K
Net Assets (End of Year)$508K
Net Income-$53K
Employer EIN814620983
Plan Effective Date2016-12-07
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lockamy & Associates Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Lockamy & Associates Inc. Retirement Plan, Total assets ($B): 0.000507859 · Participants: 2Lockamy & Associates Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Lockamy & Associates Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Lockamy & Associates Inc. Retirement Plan side-by-side with 3 peers →

Lockamy & Associates Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Awvo Holdings Inc. Retirement Plan in NC ($508K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($508K here).

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lockamy & Associates Inc. Retirement Plan assets move in 2022? ▼
Lockamy & Associates Inc. Retirement Plan pulled back noticeably - down 9.5% during 2022, from $561K to $508K. Reported net income was -$53K.
How have Lockamy & Associates Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockamy & Associates Inc.'s sponsor-wide assets grew 11.8%, from $508K to $568K.
Where does Lockamy & Associates Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lockamy & Associates Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lockamy & Associates Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Awvo Holdings Inc. Retirement Plan in NC ($508K, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Lockamy & Associates Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814620983.

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.