401(k) · DOL Form 5500 · 2023

Loch Harbour Group Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
85
Participants Small participant base
54th
Percentile by assets National rank
$93,118
Avg per participant Below avg balance/head
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Official DOL plan name: Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Loch Harbour Group Inc · Virginia · Professional & Technical Services

$8M in assets, 85 participants

Loch Harbour Group Inc's Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,572 in Professional & Technical Services (20,321 peers)

Loch Harbour Group Inc multi-year trail

Loch Harbour Group Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust at $8M / 85 participants.

#10,572
in Professional & Technical Services (20,321 peers)
+19.9%
assets growth YoY

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,915,013 Top 46% higher than 54% 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

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 107 in the plan year 2022 filing to 85 in the plan year 2023 filing.
  • Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541761107 · Loch Harbour Group Inc PY 2023 · 401(k)

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust · $8M · 85 · 54th

  • BOOK $8M
  • VS-ST 85
  • BOY 54th
  • SCH 401(k)
  • EBSA near Higier Allen & Lautin, P.C. 401(k) Profit Sharing Plan
  • PART ind #10572

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 Virginia →

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Loch Harbour Group Inc 401(k) Profit Sharing Plan & TrustLoch Harbour Group Inc 401(k…$8MThe Energy Coalition 401(k) PlanThe Energy Coalition 401(k) …$8MGriffin Automotive Group, LLC 401(k) PlanGriffin Automotive Group, LL…$8MHigier Allen & Lautin, P.C. 401(k) Profit Sharing PlanHigier Allen & Lautin, P.C. …$8MAsurint Retirement Savings PlanAsurint Retirement Savings P…$8M
End-of-year total assets ($M) among Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Loch Harbour Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Loch Harbour Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.64035410029811% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.6M $8.69M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 107 $7M
2023 1 85 $8M
2024 1 75 $9M

Loch Harbour Group Inc filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN541761107
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007915013 · Participants: 85Loch Harbour Group Inc 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Higier Allen & Lautin, P.C. 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 19.9% during 2023, from $7M to $8M. Reported net income was $1M.
How have Loch Harbour Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loch Harbour Group Inc's sponsor-wide assets grew 31.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Higier Allen & Lautin, P.C. 401(k) Profit Sharing Plan in TX ($8M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 541761107.

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.