Profit Sharing · DOL Form 5500 · 2022

Lochner & Lochner, LLC Profit Sharing Plan

Data updated 2026-08-25

$405K
Total assets Small plan by assets
3
Participants Small participant base
16th
Percentile by assets National rank
$135,000
Avg per participant Near avg balance/head
PlainRetire home → About this data

Official DOL plan name: Lochner & Lochner, LLC Profit Sharing Plan · Sponsored by Lochner & Lochner, LLC · Pennsylvania · Professional & Technical Services

$405K in assets, 3 participants

Lochner & Lochner, LLC's Lochner & Lochner, LLC Profit Sharing Plan reported $405K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,809 in Professional & Technical Services (21,562 peers)

2022 asset change

Lochner & Lochner, LLC Profit Sharing Plan declined sharply 19.4% in 2022 ($502K → $405K) for 3 participants.

#2,809
in Professional & Technical Services (21,562 peers)
-19.4%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lochner & Lochner, LLC Profit Sharing Plan among the smaller filed plans by assets

Lochner & Lochner, LLC Profit Sharing Plan vs every filed plan by assets

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

$404,999 16th percentile higher than 16% 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

Lochner & Lochner, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lochner & Lochner, LLC Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 810757782 · Lochner & Lochner, LLC PY 2022 · Profit Sharing

Lochner & Lochner, LLC Profit Sharing Plan · $405K · 3 · 16th

  • ASSETS $405K
  • PCT 3
  • EIN 16th
  • RANK Profit Sharing
  • PHOTO near Hemagaar Corp. Retirement Plan
  • IND ind #2809

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 Pennsylvania →

Lochner & Lochner, LLC Profit Sharing Plan in the asset neighbourhood

Hemagaar Corp. Retirement PlanHemagaar Corp. Retirement Pl…$405KWest Tarrant Associates Inc. Retirement PlanWest Tarrant Associates Inc.…$405KJdb Legacy Inc. Retirement PlanJdb Legacy Inc. Retirement P…$405KLochner & Lochner, LLC Profit Sharing PlanLochner & Lochner, LLC Profi…$405KR. Jimenez Bosch Retirement PlanR. Jimenez Bosch Retirement …$405K
End-of-year total assets ($M) among Lochner & Lochner, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$502K
Net Assets (End of Year)$405K
Net Income-$97K
Employer EIN810757782
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Lochner & Lochner, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Lochner & Lochner, LLC Profit Sharing Plan, Total assets ($B): 0.000404999 · Participants: 3Lochner & Lochner, LLC Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Lochner & Lochner, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Lochner & Lochner, LLC Profit Sharing Plan side-by-side with 3 peers →

Lochner & Lochner, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Hemagaar Corp. Retirement Plan in IL ($405K); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($405K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Lochner & Lochner, LLC Profit Sharing Plan assets move in 2022? ▼
Lochner & Lochner, LLC Profit Sharing Plan declined sharply - down 19.4% during 2022, from $502K to $405K. Reported net income was -$97K.
Where does Lochner & Lochner, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Lochner & Lochner, LLC Profit Sharing Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Lochner & Lochner, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hemagaar Corp. Retirement Plan in IL ($405K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lochner & Lochner, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 participants, N/A 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 810757782.

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.