401(k) · DOL Form 5500 · 2023

Cummings & Lockwood LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
157
Participants Small participant base
91st
Percentile by assets National rank
$574,770
Avg per participant High balance/head
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Official DOL plan name: Cummings & Lockwood Employees 401(k) Savings Plan · Sponsored by Cummings & Lockwood LLC · Connecticut · Professional & Technical Services

$90M in assets, 157 participants

Cummings & Lockwood LLC's Cummings & Lockwood Employees 401(k) Savings Plan reported $90M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,646 in Professional & Technical Services (20,321 peers)

Coverage in Connecticut

Cummings & Lockwood Employees 401(k) Savings Plan covers 157 participants in Connecticut, about 22% of the average Connecticut filer (state average ~718 per filing). Assets: $90M.

#18,646
in Professional & Technical Services (20,321 peers)
+12.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Cummings & Lockwood Employees 401(k) Savings Plan's outsized position by total assets

Cummings & Lockwood Employees 401(k) Savings Plan vs every filed plan by assets

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

$90,238,891 Top 9% higher than 91% 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

Cummings & Lockwood Employees 401(k) Savings 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. Cummings & Lockwood Employees 401(k) Savings Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cummings & Lockwood Employees 401(k) Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Cummings & Lockwood Employees 401(k) Savings Plan end-of-year assets rose from $80M in the plan year 2022 filing to $90M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060312590 · Cummings & Lockwood LLC PY 2023 · 401(k)

Cummings & Lockwood Employees 401(k) Savings Plan · $90M · 157 · 91st

  • BOOK $90M
  • VS-ST 157
  • BOY 91st
  • SCH 401(k)
  • EBSA near Echo, Inc. Deferred Savings Plan
  • PART ind #18646

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 Connecticut →

Cummings & Lockwood Employees 401(k) Savings Plan in the asset neighbourhood

Echo, Inc. Deferred Savings PlanEcho, Inc. Deferred Savings …$90MFulgent Therapeutics LLC 401(k) Profit Sharing Plan & TrustFulgent Therapeutics LLC 401…$90MCummings & Lockwood Employees 401(k) Savings PlanCummings & Lockwood Employee…$90MA.I. Solutions, Inc. 401(k) PlanA.I. Solutions, Inc. 401(k) …$90MTelligen, Inc. 401(k) Retirement PlanTelligen, Inc. 401(k) Retire…$90M
End-of-year total assets ($M) among Cummings & Lockwood Employees 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$90M
Net Income$10M
Employer EIN060312590
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cummings & Lockwood LLC)

Sponsor-wide plan assets over time

All Cummings & Lockwood LLC plans reported in each filing year

Latest sponsor-wide plan assets
$107M 33.653303939938155% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80.2M $107M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 158 $80M
2023 1 157 $90M
2024 1 136 $107M

Nearby 401(k) Plans in Connecticut

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

Cummings & Lockwood Employees 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cummings & Lockwood Employees 401(k) Savings Plan, Total assets ($B): 0.090238891 · Participants: 157Cummings & Lockwood Employees 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Cummings & Lockwood Employees 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Cummings & Lockwood Employees 401(k) Savings Plan side-by-side with 3 peers →

Cummings & Lockwood Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Echo, Inc. Deferred Savings Plan in IL ($90M); by covered participants it is Powerhouse Animation 401(k) Plan in TX (157 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M 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 Cummings & Lockwood Employees 401(k) Savings Plan assets move in 2023? ▼
Cummings & Lockwood Employees 401(k) Savings Plan grew at a solid clip - up 12.5% during 2023, from $80M to $90M. Reported net income was $10M.
How have Cummings & Lockwood LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cummings & Lockwood LLC's sponsor-wide assets grew 33.7%, from $80M to $107M.
Where does Cummings & Lockwood Employees 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Cummings & Lockwood Employees 401(k) Savings Plan ranks in the 91st 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 Cummings & Lockwood Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Echo, Inc. Deferred Savings Plan in IL ($90M, 1,098 participants).
Which 401(k) plans cover a similar participant headcount to Cummings & Lockwood Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powerhouse Animation 401(k) Plan in TX (157 participants, $4M 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 060312590.

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.