401(k) · DOL Form 5500 · 2022

Lockton, Inc. 401(k) Plan

Data updated 2026-08-25

$998M
Total assets Very large vs avg
5,624
Participants Above avg headcount
99th
Percentile by assets National rank
$177,423
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockton, Inc. 401(k) Plan · Sponsored by Lockton, Inc. · Missouri · Finance & Insurance

$998M in assets, 5,624 participants

Lockton, Inc.'s Lockton, Inc. 401(k) Plan reported $998M in total assets and 5,624 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,057 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Lockton, Inc. 401(k) Plan covers 5,624 participants in Missouri, 7.6x the typical Missouri plan (state average ~737 per filing). Assets: $998M.

#9,057
in Finance & Insurance (9,261 peers)
-11.7%
assets change YoY
10×
vs typical plan assets (national mean)

The plan reported a net loss of $133M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lockton, Inc. 401(k) Plan's outsized position by total assets

Lockton, Inc. 401(k) Plan vs every filed plan by assets

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

$997,829,167 Top 1% higher than 99% 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

Lockton, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockton, Inc. 401(k) Plan lands in the large band (5,624 participants).

Form 5500 schedule snapshot

Filing strip 900007886 · Lockton, Inc. PY 2022 · 401(k)

Lockton, Inc. 401(k) Plan · $998M · 5,624 · 99th

  • NET $998M
  • BOOK 5,624
  • VS-ST 99th
  • BOY 401(k)
  • SCH near The Timken Company Savings and Investment Retirement Plan
  • EBSA ind #9057

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 Finance & Insurance retirement plans → · Plans in Missouri →

Lockton, Inc. 401(k) Plan in the asset neighbourhood

Hubbell Incorporated Employee Savings & Investment PlanHubbell Incorporated Employe…$998MThe Timken Company Savings and Investment Retirement PlanThe Timken Company Savings a…$998MLockton, Inc. 401(k) Plan$998MRenesas Electronics America Inc. 401(k) PlanRenesas Electronics America …$995MElectrical Workers Local No. 292 Defined Contribution and 401(k) PlanElectrical Workers Local No.…$995M
End-of-year total assets ($M) among Lockton, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$998M
Net Income-$133M
Employer EIN900007886
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockton, Inc.)

Sponsor-wide plan assets over time

All Lockton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 40.06232281241785% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1B $1.4B ▲ +40.0%
Year Plans Participants Total Assets
2022 1 5,624 $998M
2023 1 6,328 $1.2B
2024 1 6,777 $1.4B

Nearby 401(k) Plans in Missouri

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

Lockton, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 0246810 Total assets ($B) Participants Lockton, Inc. 401(k) Plan, Total assets ($B): 0.997829167 · Participants: 5624Lockton, Inc. 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Lockton, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Lockton, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Lockton, Inc. 401(k) Plan

Lockton, Inc. 401(k) Plan reports $998M in end-of-year assets across 5,624 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $177,423 per participant (1.3x the national average assets-per-participant) . Net income for plan year 2022 was -$133M.

This plan identity (EIN 900007886, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $998M to $1.4B (+40.1%) while covered participants moved from 5,624 to 6,777 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,624 $998M This page
2023 6,328 $1.2B Open filing
2024 · index core 6,777 $1.4B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Lockton, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is The Timken Company Savings and Investment Retirement Plan in OH ($998M); by covered participants it is Collabera 401(k) Plan in NJ (5,623 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,624 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 Lockton, Inc. 401(k) Plan assets move in 2022? ▼
Lockton, Inc. 401(k) Plan pulled back noticeably - down 11.7% during 2022, from $1.1B to $998M. Reported net income was -$133M.
How have Lockton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockton, Inc.'s sponsor-wide assets grew 40.1%, from $998M to $1.4B.
Where does Lockton, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lockton, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Lockton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Timken Company Savings and Investment Retirement Plan in OH ($998M, 5,980 participants).
Which 401(k) plans cover a similar participant headcount to Lockton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Collabera 401(k) Plan in NJ (5,623 participants, $69M 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 900007886.

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.