Money Purchase · DOL Form 5500 · 2023

Locke & Herbert LLP Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
2
Participants Small participant base
52nd
Percentile by assets National rank
$3.7M
Avg per participant High balance/head
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Official DOL plan name: Locke & Herbert LLP Retirement Plan · Sponsored by Locke & Herbert LLP · New York · Professional & Technical Services

$7M in assets, 2 participants

Locke & Herbert LLP's Locke & Herbert LLP Retirement Plan reported $7M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,305 in Professional & Technical Services (20,321 peers)

Locke & Herbert LLP multi-year trail

Locke & Herbert LLP's plans moved +14.8% in assets from 2022 to 2023; this filing shows Locke & Herbert LLP Retirement Plan at $7M / 2 participants.

#10,305
in Professional & Technical Services (20,321 peers)
+14.8%
assets growth YoY

Locke & Herbert LLP Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Locke & Herbert LLP Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$7,461,826 Top 48% higher than 52% of 127,068 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 2023

Locke & Herbert LLP Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locke & Herbert LLP Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Locke & Herbert LLP Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $960K in the plan year 2023 filing.
  • Locke & Herbert LLP Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133253801 · Locke & Herbert LLP PY 2023 · Money Purchase

Locke & Herbert LLP Retirement Plan · $7M · 2 · 52nd

  • PCT $7M
  • EIN 2
  • RANK 52nd
  • PHOTO Money Purchase
  • IND near Robert Arthur Woodbury II Money Purchase Plan
  • EOY ind #10305

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 New York →

Locke & Herbert LLP Retirement Plan in the asset neighbourhood

Cedar Valley Cheese, Inc. Money Purchase PlanCedar Valley Cheese, Inc. Mo…$8MWhitefish Credit Union Association Employees' Pension PlanWhitefish Credit Union Assoc…$7MLocke & Herbert LLP Retirement PlanLocke & Herbert LLP Retireme…$7MRobert Arthur Woodbury II Money Purchase PlanRobert Arthur Woodbury II Mo…$7MJefferson Community Health Center Inc. Employees Pension PlanJefferson Community Health C…$7M
End-of-year total assets ($M) among Locke & Herbert LLP Retirement Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Locke & Herbert LLP multi-year asset trail

Sponsor-wide plan assets over time

All Locke & Herbert LLP plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.766795109423969% vs 2022
2023 filing year
$6M$6.5M$7M$7.5M$8M 20222023 $6.5M $7.46M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 2 $7M
2023 1 2 $7M

Locke & Herbert LLP filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$960K
Employer EIN133253801
Plan Effective Date1985-03-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Locke & Herbert LLP Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Locke & Herbert LLP Retirement Plan, Total assets ($B): 0.007461826 · Participants: 2Locke & Herbert LLP Retirement PlanTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
Locke & Herbert LLP Retirement Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare Locke & Herbert LLP Retirement Plan side-by-side with 3 peers →

Locke & Herbert LLP Retirement Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Robert Arthur Woodbury II Money Purchase Plan in CT ($7M); by covered participants it is Blake Money Purchase Pension Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Locke & Herbert LLP Retirement Plan assets move in 2023? ▼
Locke & Herbert LLP Retirement Plan grew at a solid clip - up 14.8% during 2023, from $7M to $7M. Reported net income was $960K.
How have Locke & Herbert LLP plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Locke & Herbert LLP's sponsor-wide assets grew 14.8%, from $7M to $7M.
Which Money Purchase plans are similar in size to Locke & Herbert LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Robert Arthur Woodbury II Money Purchase Plan in CT ($7M, 7 participants).
Which Money Purchase plans cover a similar participant headcount to Locke & Herbert LLP Retirement Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133253801.

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.