401(k) · DOL Form 5500 · 2022

H.W. Lochner, Inc. 401(k) Plan

Data updated 2026-08-11

$118M
Total assets
597
Participants
94th
Percentile by assets
$197,612
Avg per participant
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Official DOL plan name: H.W. Lochner, Inc. 401(k) Retirement Plan · Sponsored by H.W. Lochner, Inc. · Illinois · Professional & Technical Services

$118M in assets, 597 participants

H.W. Lochner, Inc.'s H.W. Lochner, Inc. 401(k) Retirement Plan reported $118M in total assets and 597 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,427 in Professional & Technical Services (21,562 peers)

Where H.W. Lochner, Inc. 401(k) Retirement Plan sits by assets

H.W. Lochner, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $118M for 597 participants (~$197,612/participant), down 5.8% in 2022.

$118M
total plan assets (2022 EOY)
597
covered participants
94th
percentile by assets (of 139,126 plans)
$197,612
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where H.W. Lochner, Inc. 401(k) Retirement Plan sits by total assets

H.W. Lochner, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$117,974,542 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

H.W. Lochner, Inc. 401(k) Retirement Plan vs the 2022 asset distribution

By assets, H.W. Lochner, Inc. 401(k) Retirement Plan outranks 94% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$118M
Net Income-$7M
Employer EIN362338811
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.W. Lochner, Inc.)

$110M$120M$130M$140M$150M$160M 202220232024 $118M $151M ▲ +28.1%
Total plan assets by year, all H.W. Lochner, Inc. plans on file
Year Plans Participants Total Assets
2022 1 597 $118M
2023 1 632 $137M
2024 1 795 $151M

Nearby 401(k) Plans in Illinois

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

H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants H.W. Lochner, Inc. 4…State Farm 401(k) Sa…Accenture United Sta…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to H.W. Lochner, Inc. 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did H.W. Lochner, Inc. 401(k) Retirement Plan assets move in 2022?
H.W. Lochner, Inc. 401(k) Retirement Plan pulled back noticeably - down 5.8% during 2022, from $125M to $118M. Reported net income was -$7M.
How have H.W. Lochner, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), H.W. Lochner, Inc.'s sponsor-wide assets grew 28.1%, from $118M to $151M.
Where does H.W. Lochner, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers?
H.W. Lochner, Inc. 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to H.W. Lochner, Inc. 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Musick, Peeler & Garrett LLP Employee Asset Accumulation Program in CA ($118M, 174 participants).

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