401(k) · DOL Form 5500 · 2022
Lockton, Inc. 401(k) Plan
Data updated 2026-08-11
- $998M
- Total assets
- 5,624
- Participants
- 99th
- Percentile by assets
- $177,423
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $998M
- total plan assets (2022 EOY)
- 5,624
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $177,423
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Lockton, Inc. 401(k) Plan reports 5,624 participants - 7.6x that state average ($998M EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $998M |
| Net Income | -$133M |
| Employer EIN | 900007886 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lockton, Inc.)
| 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
- Bayer Corporation Savings and Retirement Plan $9.2B · 18,917
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $8.7B · 47,923
- Enterprise Holdings Retirement Savings Plan $4.5B · 59,568
- Centene Management Corporation Retirement Plan $3.2B · 49,060
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.1B · 14,556
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 (401(k), $1.4B, 6,777 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lockton, Inc. 401(k) Plan by total assets, not by location.
- The Timken Company Savings and Investment Retirement Plan (OH) $998M · 5,980
- Hubbell Incorporated Employee Savings & Investment Plan (CT) $998M · 7,315
- Renesas Electronics America Inc. 401(k) Plan (CA) $995M · 1,712
- Electrical Workers Local No. 292 Defined Contribution and 401(k) Plan (MN) $995M · 5,476
Frequently Asked Questions
How did Lockton, Inc. 401(k) Plan assets move in 2022? ▼
How have Lockton, Inc. plan assets changed over time? ▼
Where does Lockton, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lockton, Inc. 401(k) Plan? ▼
Next read for Lockton, Inc. 401(k) Plan
Filing takeaways
Ways to act on Lockton, Inc. 401(k) Plan's numbers.
- By total assets, Lockton, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Lockton, Inc.'s sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Finance & Insurance plans