401(k) · DOL Form 5500 · 2022

Locher & Davis, PLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
33rd
Percentile by assets National rank
$171,011
Avg per participant Above avg balance/head
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Official DOL plan name: Locher & Davis, PLC 401(k) Profit Sharing Plan · Sponsored by Locher & Davis, PLC · Iowa · Professional & Technical Services

$2M in assets, 11 participants

Locher & Davis, PLC's Locher & Davis, PLC 401(k) Profit Sharing Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,341 in Professional & Technical Services (21,562 peers)

Locher & Davis, PLC multi-year trail

Locher & Davis, PLC's plans moved +72.5% in assets from 2022 to 2024; this filing shows Locher & Davis, PLC 401(k) Profit Sharing Plan at $2M / 11 participants.

#6,341
in Professional & Technical Services (21,562 peers)
-14.7%
assets change YoY

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Locher & Davis, PLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Locher & Davis, PLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,881,126 33rd percentile higher than 33% of 139,123 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 2022

Locher & Davis, PLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locher & Davis, PLC 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 461709617 · Locher & Davis, PLC PY 2022 · 401(k)

Locher & Davis, PLC 401(k) Profit Sharing Plan · $2M · 11 · 33rd

  • RANK $2M
  • RANK 11
  • RANK 33rd
  • RANK 401(k)
  • RANK near Esmet, Inc. 401(k) Savings and Retirement Plan
  • RANK ind #6341

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 Iowa →

Locher & Davis, PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Locher & Davis, PLC 401(k) Profit Sharing PlanLocher & Davis, PLC 401(k) P…$2MEsmet, Inc. 401(k) Savings and Retirement PlanEsmet, Inc. 401(k) Savings a…$2MScott Smith & Son, Inc. Employees Profit Sharing 401(k) Plan and TrustScott Smith & Son, Inc. Empl…$2MAirsea Packing Group Inc. 401(k) PlanAirsea Packing Group Inc. 40…$2MTowner Electronics, Inc. 401(k) Profit Sharing PlanTowner Electronics, Inc. 401…$2M
End-of-year total assets ($M) among Locher & Davis, PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Locher & Davis, PLC multi-year asset trail

Sponsor-wide plan assets over time

All Locher & Davis, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 72.46213172323385% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.88M $3.24M ▲ +72.3%
Year Plans Participants Total Assets
2022 1 11 $2M
2023 1 9 $3M
2024 1 11 $3M

Locher & Davis, PLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$323K
Employer EIN461709617
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Iowa

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

Locher & Davis, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Locher & Davis, PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.001881126 · Participants: 11Locher & Davis, PLC 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Locher & Davis, PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Locher & Davis, PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Locher & Davis, PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Esmet, Inc. 401(k) Savings and Retirement Plan in OH ($2M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Locher & Davis, PLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Locher & Davis, PLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.7% during 2022, from $2M to $2M. Reported net income was -$323K.
How have Locher & Davis, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locher & Davis, PLC's sponsor-wide assets grew 72.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Locher & Davis, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Esmet, Inc. 401(k) Savings and Retirement Plan in OH ($2M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Locher & Davis, PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461709617.

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.