401(k) · DOL Form 5500 · 2022

Lockwood Companies, L.L.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
149
Participants Small participant base
39th
Percentile by assets National rank
$18,421
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Lockwood Companies 401(k) Plan · Sponsored by Lockwood Companies, L.L.C. · Michigan · Real Estate

$3M in assets, 149 participants

Lockwood Companies, L.L.C.'s The Lockwood Companies 401(k) Plan reported $3M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,907 in Real Estate (5,057 peers)

Coverage in Michigan

The Lockwood Companies 401(k) Plan covers 149 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#2,907
in Real Estate (5,057 peers)
-23.9%
assets change YoY

The plan reported a net loss of $863K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lockwood Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Lockwood Companies 401(k) Plan vs every filed plan by assets

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

$2,744,757 39th percentile higher than 39% 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

The Lockwood Companies 401(k) 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. The Lockwood Companies 401(k) Plan sits mid-pack in the medium band (149 participants).

Plan-year Form 5500 strip

Filing strip 202052792 · Lockwood Companies, L.L.C. PY 2022 · 401(k)

The Lockwood Companies 401(k) Plan · $3M · 149 · 39th

  • BOOK $3M
  • BOOK 149
  • BOOK 39th
  • BOOK 401(k)
  • BOOK near Barlow, Garsek & Simon 401(k) Plan
  • BOOK ind #2907

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 Real Estate retirement plans → · Plans in Michigan →

The Lockwood Companies 401(k) Plan in the asset neighbourhood

Healthmark Medical Group, LLC Dba Healthmark Group, LLC 401(k) P/S PlanHealthmark Medical Group, LL…$3MMrco, LLC 401(k) Plan$3MThe Lockwood Companies 401(k) PlanThe Lockwood Companies 401(k…$3MBarlow, Garsek & Simon 401(k) PlanBarlow, Garsek & Simon 401(k…$3MProlong Pharmaceuticals, LLC 401(k) PlanProlong Pharmaceuticals, LLC…$3M
End-of-year total assets ($M) among The Lockwood Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$863K
Employer EIN202052792
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockwood Companies, L.L.C.)

Sponsor-wide plan assets over time

All Lockwood Companies, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.88619065367171% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.74M $4.03M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 149 $3M
2023 1 157 $3M
2024 1 154 $4M

Nearby 401(k) Plans in Michigan

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

The Lockwood Companies 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Lockwood Companies 401(k) Plan, Total assets ($B): 0.002744757 · Participants: 149The Lockwood Companies 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Lockwood Companies 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Lockwood Companies 401(k) Plan side-by-side with 3 peers →

The Lockwood Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Barlow, Garsek & Simon 401(k) Plan in TX ($3M); by covered participants it is Club Med Sales and Management Employee Retirement Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 The Lockwood Companies 401(k) Plan assets move in 2022? ▼
The Lockwood Companies 401(k) Plan declined sharply - down 23.9% during 2022, from $4M to $3M. Reported net income was -$863K.
How have Lockwood Companies, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockwood Companies, L.L.C.'s sponsor-wide assets grew 46.9%, from $3M to $4M.
Which 401(k) plans are similar in size to The Lockwood Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barlow, Garsek & Simon 401(k) Plan in TX ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Lockwood Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Club Med Sales and Management Employee Retirement Plan in FL (149 participants, $11M 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 202052792.

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.