401(k) · DOL Form 5500 · 2022

The Lockwood Group, LLC 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
348
Participants
80th
Percentile by assets
$71,917
Avg per participant
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Official DOL plan name: The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by The Lockwood Group, LLC · Connecticut · Professional & Technical Services

$25M in assets, 348 participants

The Lockwood Group, LLC's The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust reported $25M in total assets and 348 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • 80th percentile by assets (of 139,126 plans)
  • #17,468 in Professional & Technical Services (21,562 peers)

Coverage in Connecticut

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust covers 348 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $25M.

$25M
total plan assets (2022 EOY)
348
covered participants
80th
percentile by assets (of 139,126 plans)
$71,917
avg assets per participant

Where The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust sits by total assets

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$25,027,052 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Connecticut
Industry
Professional & Technical Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust reports 348 participants - about 48% of that state average ($25M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$680K
Employer EIN208025205
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lockwood Group, LLC)

$20M$30M$40M$50M 202220232024 $25M $45M ▲ +79.6%
Total plan assets by year, all The Lockwood Group, LLC plans on file
Year Plans Participants Total Assets
2022 1 348 $25M
2023 1 368 $34M
2024 1 387 $45M

Nearby 401(k) Plans in Connecticut

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

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants The Lockwood Group, …United Technologies …GE Retirement Saving…Citi Retirement Savi…The Hartford Investm…Xerox Corporation Sa…
The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Lockwood Group, LLC 401(k) Profit Sh… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust by total assets, not by location.

Frequently Asked Questions

How did The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.8% during 2022, from $24M to $25M. Reported net income was $680K.
How have The Lockwood Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lockwood Group, LLC's sponsor-wide assets grew 79.7%, from $25M to $45M.
Where does The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wingate Healthcare Investment Plan in MA ($25M, 1,079 participants).

Next read for The Lockwood Group, LLC 401(k) Profit Sh…

Filing takeaways

Ways to act on The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust's numbers.

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 208025205.

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.