401(k) · DOL Form 5500 · 2022
Loch Harbour Group Inc 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 107
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $61,681
- Avg per participant Low balance/head
Official DOL plan name: Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Loch Harbour Group Inc · Virginia · Professional & Technical Services
$7M in assets, 107 participants
Loch Harbour Group Inc's Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 107 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.
- #11,729 in Professional & Technical Services (21,562 peers)
Coverage in Virginia
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust covers 107 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $7M.
- #11,729
- in Professional & Technical Services (21,562 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,599,825 Top 44% higher than 56% 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
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust 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. Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (107 participants).
Published 5500 schedule card
Filing strip 541761107 · Loch Harbour Group Inc PY 2022 · 401(k)
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust · $7M · 107 · 56th
- BOY $7M
- SCH 107
- EBSA 56th
- PART 401(k)
- TYPE near Lexes Associates, Inc. Retirement Trust
- NET ind #11729
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 Virginia →
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 541761107 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loch Harbour Group Inc)
Sponsor-wide plan assets over time
All Loch Harbour Group Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 31.64035410029811% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 107 | $7M |
| 2023 | 1 | 85 | $8M |
| 2024 | 1 | 75 | $9M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $32.6B · 92,420
- 401(k) Pension Plan $13.0B · 61,481
- General Dynamics Corporation 401(k) Plan 6.0 $9.6B · 36,822
- Leidos, Inc. Retirement Plan $8.7B · 26,125
- Bae Systems Employees' Savings and Investment Plan $8.2B · 31,556
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Lexes Associates, Inc. Retirement Trust in FL ($7M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.
- First National Bank in Howell 401 (K) Plan (MI) 107 · 0 off
- Denmark State Bank Retirement Savings Plan (WI) 107 · 0 off
- Imprimis Pharmaceuticals 401(k) Plan (CA) 107 · 0 off
- Proletariat 401(k) Plan (MA) 107 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.