401(k) · DOL Form 5500 · 2023

Lockwood Companies, L.L.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
157
Participants Small participant base
37th
Percentile by assets National rank
$20,996
Avg per participant Low balance/head
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Official DOL plan name: The Lockwood Companies 401(k) Plan · Sponsored by Lockwood Companies, L.L.C. · Michigan · Real Estate

$3M in assets, 157 participants

Lockwood Companies, L.L.C.'s The Lockwood Companies 401(k) Plan reported $3M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,697 in Real Estate (4,727 peers)

Coverage in Michigan

The Lockwood Companies 401(k) Plan covers 157 participants in Michigan, about 25% of the average Michigan filer (state average ~638 per filing). Assets: $3M.

#2,697
in Real Estate (4,727 peers)
+20.1%
assets growth YoY

The Lockwood Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

The Lockwood Companies 401(k) Plan vs every filed plan by assets

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

$3,296,445 37th percentile higher than 37% 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

The Lockwood Companies 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. The Lockwood Companies 401(k) Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lockwood Companies 401(k) Plan reported net income rose from -$863K in the plan year 2022 filing to $552K in the plan year 2023 filing.
  • The Lockwood Companies 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Lockwood Companies 401(k) Plan reported participants rose from 149 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202052792 · Lockwood Companies, L.L.C. PY 2023 · 401(k)

The Lockwood Companies 401(k) Plan · $3M · 157 · 37th

  • BOOK $3M
  • BOOK 157
  • BOOK 37th
  • BOOK 401(k)
  • BOOK near Micromed Retirement Savings Plan
  • BOOK ind #2697

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 Real Estate retirement plans → · Plans in Michigan →

The Lockwood Companies 401(k) Plan in the asset neighbourhood

The Lockwood Companies 401(k) PlanThe Lockwood Companies 401(k…$3MMicromed Retirement Savings PlanMicromed Retirement Savings …$3MMechanical Concepts Inc. Profit Sharing PlanMechanical Concepts Inc. Pro…$3MFazio, Incorporated 401(k) PlanFazio, Incorporated 401(k) P…$3MLaborde Dermatology 401(k) PlanLaborde Dermatology 401(k) P…$3M
End-of-year total assets ($M) among The Lockwood Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$552K
Employer EIN202052792
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockwood Companies, L.L.C.)

Sponsor-wide plan assets over time

All Lockwood Companies, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.88619065367171% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.74M $4.03M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 149 $3M
2023 1 157 $3M
2024 1 154 $4M

Nearby 401(k) Plans in Michigan

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

The Lockwood Companies 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants The Lockwood Companies 401(k) Plan, Total assets ($B): 0.003296445 · Participants: 157The Lockwood Companies 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Lockwood Companies 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare The Lockwood Companies 401(k) Plan side-by-side with 3 peers →

The Lockwood Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Micromed Retirement Savings Plan in IN ($3M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (157 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 The Lockwood Companies 401(k) Plan assets move in 2023? ▼
The Lockwood Companies 401(k) Plan grew sharply - up 20.1% during 2023, from $3M to $3M. Reported net income was $552K.
How have Lockwood Companies, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockwood Companies, L.L.C.'s sponsor-wide assets grew 46.9%, from $3M to $4M.
Which 401(k) plans are similar in size to The Lockwood Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Micromed Retirement Savings Plan in IN ($3M, 23 participants).
Which 401(k) plans cover a similar participant headcount to The Lockwood Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 202052792.

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.