401(k) · DOL Form 5500 · 2023

Progressive Chevrolet Company 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
164
Participants Small participant base
70th
Percentile by assets National rank
$104,266
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockhart Trust 401(k) Plan · Sponsored by Progressive Chevrolet Company · Ohio · Retail Trade

$17M in assets, 164 participants

Progressive Chevrolet Company's Lockhart Trust 401(k) Plan reported $17M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,762 in Retail Trade (8,414 peers)

Coverage in Ohio

Lockhart Trust 401(k) Plan covers 164 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#6,762
in Retail Trade (8,414 peers)
+17.7%
assets growth YoY

Lockhart Trust 401(k) Plan's outsized position by total assets

Lockhart Trust 401(k) Plan vs every filed plan by assets

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

$17,099,592 Top 30% higher than 70% 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

Lockhart Trust 401(k) 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. Lockhart Trust 401(k) Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lockhart Trust 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lockhart Trust 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Lockhart Trust 401(k) Plan reported participants fell from 173 in the plan year 2022 filing to 164 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 340472468 · Progressive Chevrolet Company PY 2023 · 401(k)

Lockhart Trust 401(k) Plan · $17M · 164 · 70th

  • SCH $17M
  • EBSA 164
  • PART 70th
  • TYPE 401(k)
  • NET near Innovative Office Solutions 401(k) Plan
  • BOOK ind #6762

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 Retail Trade retirement plans → · Plans in Ohio →

Lockhart Trust 401(k) Plan in the asset neighbourhood

Lockhart Trust 401(k) Plan$17MInnovative Office Solutions 401(k) PlanInnovative Office Solutions …$17MSequoyah Electric 401(k) Plan$17MFinley Resources Inc 401(k) PlanFinley Resources Inc 401(k) …$17MBituminous Paving Employee's Profit Sharing Plan & TrustBituminous Paving Employee's…$17M
End-of-year total assets ($M) among Lockhart Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN340472468
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Progressive Chevrolet Company)

Sponsor-wide plan assets over time

All Progressive Chevrolet Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 36.16566918291032% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.5M $19.8M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 173 $15M
2023 1 164 $17M
2024 1 158 $20M

Nearby 401(k) Plans in Ohio

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

Lockhart Trust 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Lockhart Trust 401(k) Plan, Total assets ($B): 0.017099592 · Participants: 164Lockhart Trust 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Lockhart Trust 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lockhart Trust 401(k) Plan side-by-side with 3 peers →

Lockhart Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Innovative Office Solutions 401(k) Plan in MN ($17M); by covered participants it is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Lockhart Trust 401(k) Plan assets move in 2023? ▼
Lockhart Trust 401(k) Plan grew sharply - up 17.7% during 2023, from $15M to $17M. Reported net income was $3M.
How have Progressive Chevrolet Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Progressive Chevrolet Company's sponsor-wide assets grew 36.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Lockhart Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovative Office Solutions 401(k) Plan in MN ($17M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Lockhart Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daycon Products Company, Inc. 401(k) Plan in MD (164 participants, N/A 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 340472468.

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.