401(k) · DOL Form 5500 · 2022
H.W. Lochner, Inc. 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 597
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $197,612
- Avg per participant Above avg balance/head
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.
- #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.
- #20,427
- in Professional & Technical Services (21,562 peers)
- -5.8%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
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.
H.W. Lochner, Inc. 401(k) Retirement Plan's outsized position 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
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 among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.W. Lochner, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (597 participants).
Plan-year Form 5500 strip
Filing strip 362338811 · H.W. Lochner, Inc. PY 2022 · 401(k)
H.W. Lochner, Inc. 401(k) Retirement Plan · $118M · 597 · 94th
- TYPE $118M
- NET 597
- BOOK 94th
- VS-ST 401(k)
- BOY near Musick, Peeler & Garrett LLP Employee Asset Accumulation Program
- SCH ind #20427
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 Illinois →
H.W. Lochner, Inc. 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | -$7M |
| Employer EIN | 362338811 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (H.W. Lochner, Inc.)
Sponsor-wide plan assets over time
All H.W. Lochner, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 28.053316791007333% vs 2022
- 2024 filing year
| 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.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
H.W. Lochner, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Musick, Peeler & Garrett LLP Employee Asset Accumulation Program in CA ($118M); by covered participants it is Wsb & Associates, Inc. 401(k) New Comparability Plan and Trust in MN (597 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
Similar participant headcount
Nearest other-state filings by covered participants (597 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.