401(k) · DOL Form 5500 · 2022

Progressive Chevrolet Company 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
173
Participants Small participant base
72nd
Percentile by assets National rank
$83,987
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockhart Trust 401(k) Plan · Sponsored by Progressive Chevrolet Company · Ohio · Retail Trade

$15M in assets, 173 participants

Progressive Chevrolet Company's Lockhart Trust 401(k) Plan reported $15M in total assets and 173 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #7,836 in Retail Trade (9,519 peers)

Coverage in Ohio

Lockhart Trust 401(k) Plan covers 173 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#7,836
in Retail Trade (9,519 peers)
-18.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lockhart Trust 401(k) Plan's outsized position by total assets

Lockhart Trust 401(k) Plan vs every filed plan by assets

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

$14,529,727 Top 28% higher than 72% 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

Lockhart Trust 401(k) Plan 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. Lockhart Trust 401(k) Plan sits mid-pack in the medium band (173 participants).

DOL schedule card

Filing strip 340472468 · Progressive Chevrolet Company PY 2022 · 401(k)

Lockhart Trust 401(k) Plan · $15M · 173 · 72nd

  • 5500 $15M
  • ASSETS 173
  • PCT 72nd
  • EIN 401(k)
  • RANK near Specialty Dental Brands 401(k) Plan
  • PHOTO ind #7836

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 Retail Trade retirement plans → · Plans in Ohio →

Lockhart Trust 401(k) Plan in the asset neighbourhood

Lockhart Trust 401(k) Plan$15MSpecialty Dental Brands 401(k) PlanSpecialty Dental Brands 401(…$15MEcu Worldwide 401(k) Plan$15MCheerwine 401(k) Profit Sharing PlanCheerwine 401(k) Profit Shar…$15MCompass Mortgage, Inc. 401(k) PlanCompass Mortgage, Inc. 401(k…$15M
End-of-year total assets ($M) among Lockhart Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN340472468
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Progressive Chevrolet Company)

Sponsor-wide plan assets over time

All Progressive Chevrolet Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 36.16566918291032% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.5M $19.8M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 173 $15M
2023 1 164 $17M
2024 1 158 $20M

Nearby 401(k) Plans in Ohio

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

Lockhart Trust 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Lockhart Trust 401(k) Plan, Total assets ($B): 0.014529727 · Participants: 173Lockhart Trust 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Lockhart Trust 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

Lockhart Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Specialty Dental Brands 401(k) Plan in TN ($15M); by covered participants it is Tata Elxsi 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Lockhart Trust 401(k) Plan assets move in 2022?
Lockhart Trust 401(k) Plan declined sharply - down 18.1% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Progressive Chevrolet Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Progressive Chevrolet Company's sponsor-wide assets grew 36.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Lockhart Trust 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Specialty Dental Brands 401(k) Plan in TN ($15M, 1,619 participants).
Which 401(k) plans cover a similar participant headcount to Lockhart Trust 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Tata Elxsi 401(k) Plan in CA (173 participants, $278K in assets).