Defined Benefit (Pension) · DOL Form 5500 · 2022

Locke Lord LLP Pension Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
295
Participants Below avg headcount
89th
Percentile by assets National rank
$196,384
Avg per participant Above avg balance/head
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Official DOL plan name: Locke Lord LLP 2017 Partners Cash Balance Plan · Sponsored by Locke Lord LLP · Texas · Professional & Technical Services

$58M in assets, 295 participants

Locke Lord LLP's Locke Lord LLP 2017 Partners Cash Balance Plan reported $58M in total assets and 295 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,467 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Locke Lord LLP 2017 Partners Cash Balance Plan covers 295 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $58M.

#19,467
in Professional & Technical Services (21,562 peers)
+7.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Locke Lord LLP 2017 Partners Cash Balance Plan's outsized position by total assets

Locke Lord LLP 2017 Partners Cash Balance Plan vs every filed plan by assets

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

$57,933,423 Top 11% higher than 89% 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

Locke Lord LLP 2017 Partners Cash Balance 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. Locke Lord LLP 2017 Partners Cash Balance Plan sits mid-pack in the medium band (295 participants).

Published 5500 schedule card

Filing strip 741164324 · Locke Lord LLP PY 2022 · Defined Benefit (Pension)

Locke Lord LLP 2017 Partners Cash Balance Plan · $58M · 295 · 89th

  • PART $58M
  • PART 295
  • PART 89th
  • PART Defined Benefit (Pension)
  • PART near Parker Health Group Inc. Pension Plan
  • PART ind #19467

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 Texas →

Locke Lord LLP 2017 Partners Cash Balance Plan in the asset neighbourhood

Locke Lord LLP 2017 Partners Cash Balance PlanLocke Lord LLP 2017 Partners…$58MParker Health Group Inc. Pension PlanParker Health Group Inc. Pen…$58MHeat and Frost Insulators Pension PlanHeat and Frost Insulators Pe…$58MRetirement Plan for Salaried Employees of the Hillman CompanyRetirement Plan for Salaried…$58MUnion Mutual Fund Pension PlanUnion Mutual Fund Pension Pl…$58M
End-of-year total assets ($M) among Locke Lord LLP 2017 Partners Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$58M
Net Income$4M
Employer EIN741164324
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Locke Lord LLP)

Sponsor-wide plan assets over time

All Locke Lord LLP plans reported in each filing year

Latest sponsor-wide plan assets
$965M 18.268095848239806% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M 202220232024 $816M $965M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 1,286 $816M
2023 2 1,273 $935M
2024 2 1,250 $965M

Nearby Defined Benefit (Pension) Plans in Texas

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

Locke Lord LLP 2017 Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Locke Lord LLP 2017 Partners Cash Balance Plan, Total assets ($B): 0.057933423 · Participants: 295Locke Lord LLP 2017 Partners Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Locke Lord LLP 2017 Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Locke Lord LLP 2017 Partners Cash Balance Plan side-by-side with 3 peers →

Locke Lord LLP 2017 Partners Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Parker Health Group Inc. Pension Plan in NJ ($58M); by covered participants it is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (295 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (295 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 Locke Lord LLP 2017 Partners Cash Balance Plan assets move in 2022? ▼
Locke Lord LLP 2017 Partners Cash Balance Plan grew at a solid clip - up 7.8% during 2022, from $54M to $58M. Reported net income was $4M.
How have Locke Lord LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locke Lord LLP's sponsor-wide assets grew 18.3%, from $816M to $965M.
Where does Locke Lord LLP 2017 Partners Cash Balance Plan rank by assets among Form 5500 filers? ▼
Locke Lord LLP 2017 Partners Cash Balance Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Locke Lord LLP 2017 Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Parker Health Group Inc. Pension Plan in NJ ($58M, 605 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Locke Lord LLP 2017 Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alliance Coal, LLC & Aff. Pension Plan for Coal Employees in OK (295 participants, $92M 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 741164324.

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.