Money Purchase · DOL Form 5500 · 2022

Locke & Herbert LLP Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
56th
Percentile by assets National rank
$3.3M
Avg per participant High balance/head
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Official DOL plan name: Locke & Herbert LLP Retirement Plan · Sponsored by Locke & Herbert LLP · Connecticut · Professional & Technical Services

$7M in assets, 2 participants

Locke & Herbert LLP's Locke & Herbert LLP Retirement Plan reported $7M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,666 in Professional & Technical Services (21,562 peers)

Locke & Herbert LLP multi-year trail

Locke & Herbert LLP's plans moved +14.8% in assets from 2022 to 2023; this filing shows Locke & Herbert LLP Retirement Plan at $7M / 2 participants.

#11,666
in Professional & Technical Services (21,562 peers)
-19.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Locke & Herbert LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Locke & Herbert LLP Retirement Plan vs every filed plan by assets

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

$6,501,729 Top 44% higher than 56% 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

Locke & Herbert LLP 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. Locke & Herbert LLP Retirement Plan is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 133253801 · Locke & Herbert LLP PY 2022 · Money Purchase

Locke & Herbert LLP Retirement Plan · $7M · 2 · 56th

  • IND $7M
  • IND 2
  • IND 56th
  • IND Money Purchase
  • IND near Radio, Tv & Recording Arts Annuity Fund
  • IND ind #11666

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 Connecticut →

Locke & Herbert LLP Retirement Plan in the asset neighbourhood

Northwest Permanente, P.C. Retirement Plan for Clerical Emp. - Mpp AspectNorthwest Permanente, P.C. R…$7MRadio, Tv & Recording Arts Annuity FundRadio, Tv & Recording Arts A…$7MLocke & Herbert LLP Retirement PlanLocke & Herbert LLP Retireme…$7MUnited Teamster Annuity Fund$6MCritcher Brothers Produce Pension PlanCritcher Brothers Produce Pe…$6M
End-of-year total assets ($M) among Locke & Herbert LLP Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Locke & Herbert LLP multi-year asset trail

Sponsor-wide plan assets over time

All Locke & Herbert LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.766795109423969% vs 2022
2023 filing year
$6M$6.5M$7M$7.5M$8M 20222023 $6.5M $7.46M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 2 $7M

Locke & Herbert LLP filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN133253801
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Connecticut

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Locke & Herbert LLP Retirement Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Locke & Herbert LLP Retirement Plan, Total assets ($M): 6.501729 · Participants: 2Locke & Herbert LLP Retirement PlanNew England Electrical Workers Money Purchase Plan and Trust, Total assets ($M): 607.503917 · Participants: 7904New England Electrical Workers Money Purchase Plan and TrustEquinor US Holdings Inc. Money Purchase Pension Plan, Total assets ($M): 142.016376 · Participants: 593Equinor US Holdings Inc. Money Purchase Pension PlanSouthern Ct IBEW Annuity Plan, Total assets ($M): 70.657052 · Participants: 479Southern Ct IBEW Annuity PlanMoney Purchase Retirement Plan of U.a. Local 716, Total assets ($M): 32.418559 · Participants: 460Money Purchase Retirement Plan of U.a. Local 716Swisher International Inc. Defined Contribution Plan for Salaried Employees, Total assets ($M): 17.371482 · Participants: 462Swisher International Inc. Defined Contribution Plan for Salaried Employees
Locke & Herbert LLP Retirement Plan vs. nearby Money Purchase plans in Connecticut, assets vs. participants
Compare Locke & Herbert LLP Retirement Plan side-by-side with 3 peers →

Locke & Herbert LLP Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside Connecticut, the nearest Money Purchase by assets is Radio, Tv & Recording Arts Annuity Fund in NJ ($7M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

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 Locke & Herbert LLP Retirement Plan assets move in 2022? ▼
Locke & Herbert LLP Retirement Plan declined sharply - down 19.6% during 2022, from $8M to $7M. Reported net income was -$2M.
How have Locke & Herbert LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Locke & Herbert LLP's sponsor-wide assets grew 14.8%, from $7M to $7M.
Which Money Purchase plans are similar in size to Locke & Herbert LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Radio, Tv & Recording Arts Annuity Fund in NJ ($7M, 71 participants).
Which Money Purchase plans cover a similar participant headcount to Locke & Herbert LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 133253801.

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.