Defined Benefit (Pension) · DOL Form 5500 · 2022

Lozier Corporation Pension Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
483
Participants Below avg headcount
94th
Percentile by assets National rank
$283,981
Avg per participant High balance/head
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Official DOL plan name: The Lozier Corporation Pension Plan and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing

$137M in assets, 483 participants

Lozier Corporation's The Lozier Corporation Pension Plan and Trust reported $137M in total assets and 483 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.

  • #18,765 in Manufacturing (20,602 peers)

Where The Lozier Corporation Pension Plan and Trust sits by assets

The Lozier Corporation Pension Plan and Trust sits in the top 10% of all filed plans by assets, $137M for 483 participants (~$283,981/participant), down 24.8% in 2022.

#18,765
in Manufacturing (20,602 peers)
-24.8%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Lozier Corporation Pension Plan and Trust's outsized position by total assets

The Lozier Corporation Pension Plan and Trust vs every filed plan by assets

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

$137,162,953 Top 6% higher than 94% 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 Lozier Corporation Pension Plan and 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. The Lozier Corporation Pension Plan and Trust sits mid-pack in the medium band (483 participants).

Plan-year Form 5500 strip

Filing strip 470463247 · Lozier Corporation PY 2022 · Defined Benefit (Pension)

The Lozier Corporation Pension Plan and Trust · $137M · 483 · 94th

  • RANK $137M
  • PHOTO 483
  • IND 94th
  • EOY Defined Benefit (Pension)
  • 5500 near Care New England Pension Plan
  • ASSETS ind #18765

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 Manufacturing retirement plans → · Plans in Nebraska →

The Lozier Corporation Pension Plan and Trust in the asset neighbourhood

Weil, Gotshal & Manges Employees' Pension PlanWeil, Gotshal & Manges Emplo…$137MCare New England Pension Plan$137MThe Lozier Corporation Pension Plan and TrustThe Lozier Corporation Pensi…$137MIdaho Operating Engineers Employers Pension PlanIdaho Operating Engineers Em…$137MParkohio Industries and Subsidiaries Pension PlanParkohio Industries and Subs…$137M
End-of-year total assets ($M) among The Lozier Corporation Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$137M
Net Income-$45M
Employer EIN470463247
Plan Effective Date1966-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lozier Corporation)

Sponsor-wide plan assets over time

All Lozier Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$329M 2.2419246948243883% vs 2022
2024 filing year
$310M$320M$330M$340M$350M 202220232024 $322M $329M ▲ +2.2%
Year Plans Participants Total Assets
2022 3 2,564 $322M
2023 3 2,429 $343M
2024 3 2,214 $329M

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Lozier Corporation Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -1012345 Total assets ($B) Participants The Lozier Corporation Pension Plan and Trust, Total assets ($B): 0.137162953 · Participants: 483The Lozier Corporation Pension Plan and TrustPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.320831297 · Participants: 4000Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 3.927606276 · Participants: 38Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.998227028 · Participants: 606Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.718852569 · Participants: 311Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.333016466 · Participants: 1083The Restated Ag Processing Inc Retirement Plan
The Lozier Corporation Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare The Lozier Corporation Pension Plan and Trust side-by-side with 3 peers →

The Lozier Corporation Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Care New England Pension Plan in RI ($137M); by covered participants it is Conmed Corporation Retirement Pension Plan in FL (483 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137M here).

Similar participant headcount

Nearest other-state filings by covered participants (483 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 Lozier Corporation Pension Plan and Trust assets move in 2022? ▼
The Lozier Corporation Pension Plan and Trust declined sharply - down 24.8% during 2022, from $182M to $137M. Reported net income was -$45M.
How have Lozier Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozier Corporation's sponsor-wide assets grew 2.2%, from $322M to $329M.
Where does The Lozier Corporation Pension Plan and Trust rank by assets among Form 5500 filers? ▼
The Lozier Corporation Pension Plan and Trust 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 Defined Benefit (Pension) plans are similar in size to The Lozier Corporation Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Care New England Pension Plan in RI ($137M, 2,027 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Lozier Corporation Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Conmed Corporation Retirement Pension Plan in FL (483 participants, $62M 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 470463247.

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.