ESOP · DOL Form 5500 · 2022
Lochmueller Group, Inc. ESOP
Data updated 2026-08-11
- $29M
- Total assets
- 193
- Participants
- 82nd
- Percentile by assets
- $150,520
- Avg per participant
Official DOL plan name: Lochmueller Group, Inc. Employee Stock Ownership Plan · Sponsored by Lochmueller Group, Inc. · Indiana · Professional & Technical Services
$29M in assets, 193 participants
Lochmueller Group, Inc.'s Lochmueller Group, Inc. Employee Stock Ownership Plan reported $29M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #17,889 in Professional & Technical Services (21,562 peers)
Coverage in Indiana
Lochmueller Group, Inc. Employee Stock Ownership Plan covers 193 participants in Indiana, about 36% of the average Indiana filer (state average ~541 per filing). Assets: $29M.
- $29M
- total plan assets (2022 EOY)
- 193
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $150,520
- avg assets per participant
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Lochmueller Group, Inc. Employee Stock Ownership Plan reports 193 participants - about 36% of that state average ($29M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $8M |
| Employer EIN | 351455938 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lochmueller Group, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 447 | $61M |
| 2023 | 2 | 488 | $77M |
| 2024 | 2 | 592 | $95M |
Nearby ESOP Plans in Indiana
Peer ESOP plans, same state, same plan type, ranked by total assets.
Lochmueller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
- Jasper Holdings, Inc Employee Stock Ownership Plan and Trust $1.5B · 3,842
- Urschel Laboratories Employee Stock Ownership Plan $315M · 467
- Nibco Inc. Employee Stock Ownership Plan $310M · 1,233
- Wood-Mizer Holdings, Inc. Employee Stock Ownership Plan $115M · 464
- Superior Industrial Solutions, Inc. Employee Stock Ownership Plan $114M · 333
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lochmueller Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Lochmueller Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Lochmueller Group, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Indiana. Compare plans
- Lochmueller Group, Inc.'s sponsor-wide assets have grown 56.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans