Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

LOCKWOOD INDUSTRIES, LLC 401(K) PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LOCKWOOD INDUSTRIES, LLC

This Profit Sharing plan holds $21M in total assets and serves 578 participants as of 2022. It is sponsored by LOCKWOOD INDUSTRIES, LLC in California. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$21M
Participants
578
State
Industry
Manufacturing

What the Filing Says About LOCKWOOD INDUSTRIES, LLC 401(K) PLAN

LOCKWOOD INDUSTRIES, LLC 401(K) PLAN is a Profit Sharing retirement plan sponsored by LOCKWOOD INDUSTRIES, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 578 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 952558697, and the plan has been effective since 1998-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $21M at year-end — a gain of 0.5%. Net assets (after liabilities) closed the year at $21M, with reported net income of $-2,905,249 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$21M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$-2,905,249
Plan TypeProfit Sharing
Employer EIN952558697
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LOCKWOOD INDUSTRIES, LLC)

Year Plans Participants Total Assets
2022 1 578 $21M
2023 1 788 $26M
2024 1 661 $32M

Nearby Profit Sharing Plans in California

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

Frequently Asked Questions

How much money is in the LOCKWOOD INDUSTRIES, LLC 401(K) PLAN?
As of the 2022 Form 5500 filing, LOCKWOOD INDUSTRIES, LLC 401(K) PLAN holds $21M in total assets with 578 participants. It is sponsored by LOCKWOOD INDUSTRIES, LLC.
What type of plan is LOCKWOOD INDUSTRIES, LLC 401(K) PLAN?
LOCKWOOD INDUSTRIES, LLC 401(K) PLAN is a Profit Sharing plan. It has been effective since 1998-01-01. The plan is filed with the U.S. Department of Labor under EIN 952558697.
Who sponsors the LOCKWOOD INDUSTRIES, LLC 401(K) PLAN?
LOCKWOOD INDUSTRIES, LLC 401(K) PLAN is sponsored by LOCKWOOD INDUSTRIES, LLC, located in California. The sponsor's EIN is 952558697 and the plan operates in the Manufacturing industry.
How did LOCKWOOD INDUSTRIES, LLC 401(K) PLAN perform in 2022?
LOCKWOOD INDUSTRIES, LLC 401(K) PLAN grew by 0.5% during 2022, moving from $21M to $21M in total assets. Net income was $-2,905,249.
Where can I find official filings for LOCKWOOD INDUSTRIES, LLC 401(K) PLAN?
Official Form 5500 filings for LOCKWOOD INDUSTRIES, LLC 401(K) PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 952558697 or plan name at efast.dol.gov.
How does LOCKWOOD INDUSTRIES, LLC 401(K) PLAN compare to other plans?
You can compare LOCKWOOD INDUSTRIES, LLC 401(K) PLAN against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 952558697.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.