401(k) · DOL Form 5500 · 2022
Lockard & Wechsler LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 70
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $114,983
- Avg per participant Below avg balance/head
Official DOL plan name: Lockard & Wechsler LLC 401(k) Profit Sharing Plan · Sponsored by Lockard & Wechsler LLC · New York · Professional & Technical Services
$8M in assets, 70 participants
Lockard & Wechsler LLC's Lockard & Wechsler LLC 401(k) Profit Sharing Plan reported $8M in total assets and 70 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.
- #12,657 in Professional & Technical Services (21,562 peers)
Lockard & Wechsler LLC multi-year trail
Lockard & Wechsler LLC's plans moved +46.5% in assets from 2022 to 2024; this filing shows Lockard & Wechsler LLC 401(k) Profit Sharing Plan at $8M / 70 participants.
- #12,657
- in Professional & Technical Services (21,562 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $816K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Lockard & Wechsler LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Lockard & Wechsler LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,048,803 Top 40% higher than 60% 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
Lockard & Wechsler LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockard & Wechsler LLC 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.
DOL schedule card
Filing strip 812152585 · Lockard & Wechsler LLC PY 2022 · 401(k)
Lockard & Wechsler LLC 401(k) Profit Sharing Plan · $8M · 70 · 60th
- NET $8M
- NET 70
- NET 60th
- NET 401(k)
- NET near Sierrathermal, Inc. 401(k) Plan
- NET ind #12657
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 New York →
Lockard & Wechsler LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Lockard & Wechsler LLC multi-year asset trail
Sponsor-wide plan assets over time
All Lockard & Wechsler LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 46.491695721711665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 70 | $8M |
| 2023 | 1 | 94 | $10M |
| 2024 | 1 | 101 | $12M |
Lockard & Wechsler LLC filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$816K |
| Employer EIN | 812152585 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Lockard & Wechsler LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sierrathermal, Inc. 401(k) Plan in CA ($8M); by covered participants it is Colfax Furniture of Greensboro 401(k) Profit Sharing Plan & Trust in NC (70 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Sierrathermal, Inc. 401(k) Plan (CA) $8M · 77
- Pureflex, Inc. 401(k) Savings Plan (MI) $8M · 149
- Peterbilt of Atlanta 401(k) Retirement Savings Plan (GA) $8M · 235
- Trussworks, Inc 401(k) Plan (CA) $8M · 128
Similar participant headcount
Nearest other-state filings by covered participants (70 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.