401(k) · DOL Form 5500 · 2022

The Lockwood Group, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
348
Participants Below avg headcount
80th
Percentile by assets National rank
$71,917
Avg per participant Below avg balance/head
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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.

  • #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.

#17,468
in Professional & Technical Services (21,562 peers)
+2.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust's outsized position 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 $2,050,000,000 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 Group, LLC 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. The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (348 participants).

Published 5500 schedule card

Filing strip 208025205 · The Lockwood Group, LLC PY 2022 · 401(k)

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust · $25M · 348 · 80th

  • IND $25M
  • EOY 348
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Wingate Healthcare Investment Plan
  • EIN ind #17468

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 Connecticut →

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

The Lockwood Group, LLC 401(k) Profit Sharing Plan & TrustThe Lockwood Group, LLC 401(…$25MWingate Healthcare Investment PlanWingate Healthcare Investmen…$25MMicro Control 401(k) & Profit Sharing PlanMicro Control 401(k) & Profi…$25MAjax Paving Industries of Florida, LLC 401(k) PlanAjax Paving Industries of Fl…$25MTickets.Com, LLC 401(k) Retirement PlanTickets.Com, LLC 401(k) Reti…$25M
End-of-year total assets ($M) among The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All The Lockwood Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 79.66359361861717% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25M $45M ▲ +79.6%
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 Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.025027052 · Participants: 348The Lockwood Group, LLC 401(k) Profit Sharing Plan & TrustUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
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 Sharing Plan & Trust side-by-side with 3 peers →

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Wingate Healthcare Investment Plan in MA ($25M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (348 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 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).
Which 401(k) plans cover a similar participant headcount to The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (348 participants, $24M 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 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.