401(k) · DOL Form 5500 · 2023

H.W. Lochner, Inc. 401(k) Plan

Data updated 2026-08-25

$137M
Total assets Near avg plan size
632
Participants Below avg headcount
93rd
Percentile by assets National rank
$217,451
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: H.W. Lochner, Inc. 401(k) Retirement Plan · Sponsored by H.W. Lochner, Inc. · Illinois · Professional & Technical Services

$137M in assets, 632 participants

H.W. Lochner, Inc.'s H.W. Lochner, Inc. 401(k) Retirement Plan reported $137M in total assets and 632 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,175 in Professional & Technical Services (20,321 peers)

Where H.W. Lochner, Inc. 401(k) Retirement Plan sits by assets

H.W. Lochner, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $137M for 632 participants (~$217,451/participant), up 16.5% in 2023.

#19,175
in Professional & Technical Services (20,321 peers)
+16.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

H.W. Lochner, Inc. 401(k) Retirement Plan's outsized position by total assets

H.W. Lochner, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$137,429,233 Top 7% higher than 93% 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

H.W. Lochner, Inc. 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. H.W. Lochner, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (632 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • H.W. Lochner, Inc. 401(k) Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • H.W. Lochner, Inc. 401(k) Retirement Plan end-of-year assets rose from $118M in the plan year 2022 filing to $137M in the plan year 2023 filing.
  • H.W. Lochner, Inc. 401(k) Retirement Plan reported participants rose from 597 in the plan year 2022 filing to 632 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 362338811 · H.W. Lochner, Inc. PY 2023 · 401(k)

H.W. Lochner, Inc. 401(k) Retirement Plan · $137M · 632 · 93rd

  • EOY $137M
  • EOY 632
  • EOY 93rd
  • EOY 401(k)
  • EOY near Glatfelter 401(k) Savings Plan
  • EOY ind #19175

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 Illinois →

H.W. Lochner, Inc. 401(k) Retirement Plan in the asset neighbourhood

Mbia Inc. Employee 401(k) PlanMbia Inc. Employee 401(k) Pl…$138MH.W. Lochner, Inc. 401(k) Retirement PlanH.W. Lochner, Inc. 401(k) Re…$137MGlatfelter 401(k) Savings PlanGlatfelter 401(k) Savings Pl…$137MArnot Health Employee Retirement PlanArnot Health Employee Retire…$137MExcelitas Technologies Savings PlanExcelitas Technologies Savin…$137M
End-of-year total assets ($M) among H.W. Lochner, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$137M
Net Income$19M
Employer EIN362338811
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.W. Lochner, Inc.)

Sponsor-wide plan assets over time

All H.W. Lochner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 28.053316791007333% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $118M $151M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 597 $118M
2023 1 632 $137M
2024 1 795 $151M

Nearby 401(k) Plans in Illinois

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

H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants H.W. Lochner, Inc. 401(k) Retirement Plan, Total assets ($B): 0.137429233 · Participants: 632H.W. Lochner, Inc. 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare H.W. Lochner, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

H.W. Lochner, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Glatfelter 401(k) Savings Plan in NC ($137M); by covered participants it is Plan De Participacion De Ganancias Para Los in PR (632 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($137M here).

Similar participant headcount

Nearest other-state filings by covered participants (632 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 H.W. Lochner, Inc. 401(k) Retirement Plan assets move in 2023? ▼
H.W. Lochner, Inc. 401(k) Retirement Plan grew sharply - up 16.5% during 2023, from $118M to $137M. Reported net income was $19M.
How have H.W. Lochner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.W. Lochner, Inc.'s sponsor-wide assets grew 28.1%, from $118M to $151M.
Where does H.W. Lochner, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
H.W. Lochner, Inc. 401(k) Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to H.W. Lochner, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Glatfelter 401(k) Savings Plan in NC ($137M, 301 participants).
Which 401(k) plans cover a similar participant headcount to H.W. Lochner, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plan De Participacion De Ganancias Para Los in PR (632 participants, $20M 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 362338811.

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.