401(k) · DOL Form 5500 · 2023

Lockwood Partners, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
33
Participants Small participant base
47th
Percentile by assets National rank
$175,934
Avg per participant Above avg balance/head
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Official DOL plan name: Lockwood Partners LLC 401(k) & Profit Sharing · Sponsored by Lockwood Partners, LLC · Texas · Wholesale Trade

$6M in assets, 33 participants

Lockwood Partners, LLC's Lockwood Partners LLC 401(k) & Profit Sharing reported $6M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #2,311 in Wholesale Trade (6,309 peers)

Lockwood Partners, LLC multi-year trail

Lockwood Partners, LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Lockwood Partners LLC 401(k) & Profit Sharing at $6M / 33 participants.

#2,311
in Wholesale Trade (6,309 peers)
+8.9%
assets growth YoY

Lockwood Partners LLC 401(k) & Profit Sharing's mid-pack asset rank among Wholesale Trade and all filers

Lockwood Partners LLC 401(k) & Profit Sharing vs every filed plan by assets

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

$5,805,829 47th percentile higher than 47% 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

Lockwood Partners LLC 401(k) & Profit Sharing among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockwood Partners LLC 401(k) & Profit Sharing is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lockwood Partners LLC 401(k) & Profit Sharing reported net income rose from -$2M in the plan year 2022 filing to $472K in the plan year 2023 filing.
  • Lockwood Partners LLC 401(k) & Profit Sharing end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Lockwood Partners LLC 401(k) & Profit Sharing reported participants fell from 34 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 320575861 · Lockwood Partners, LLC PY 2023 · 401(k)

Lockwood Partners LLC 401(k) & Profit Sharing · $6M · 33 · 47th

  • TYPE $6M
  • NET 33
  • BOOK 47th
  • VS-ST 401(k)
  • BOY near Medical and Surgical Eye Specialists 401(k) Profit Sharing Plan and Trust
  • SCH ind #2311

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 Wholesale Trade retirement plans → · Plans in Texas →

Lockwood Partners LLC 401(k) & Profit Sharing in the asset neighbourhood

Lockwood Partners LLC 401(k) & Profit SharingLockwood Partners LLC 401(k)…$6MMedical and Surgical Eye Specialists 401(k) Profit Sharing Plan and TrustMedical and Surgical Eye Spe…$6M401(k) Profit Sharing Plan for Employees of Interfaith Community Services, Inc.401(k) Profit Sharing Plan f…$6MIntellicor Retirement Plan$6MHeritage's Dairy Stores, Inc. 401(k) Salary Reduction Plan & TrustHeritage's Dairy Stores, Inc…$6M
End-of-year total assets ($M) among Lockwood Partners LLC 401(k) & Profit Sharing and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lockwood Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lockwood Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.534014424947394% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.33M $6M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 34 $5M
2023 1 33 $6M
2024 1 35 $6M

Lockwood Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$472K
Employer EIN320575861
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lockwood Partners LLC 401(k) & Profit Sharing vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lockwood Partners LLC 401(k) & Profit Sharing, Total assets ($B): 0.005805829 · Participants: 33Lockwood Partners LLC 401(k) & Profit SharingAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Lockwood Partners LLC 401(k) & Profit Sharing vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lockwood Partners LLC 401(k) & Profit Sharing side-by-side with 3 peers →

Lockwood Partners LLC 401(k) & Profit Sharing's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Medical and Surgical Eye Specialists 401(k) Profit Sharing Plan and Trust in VA ($6M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Lockwood Partners LLC 401(k) & Profit Sharing assets move in 2023? ▼
Lockwood Partners LLC 401(k) & Profit Sharing grew at a solid clip - up 8.9% during 2023, from $5M to $6M. Reported net income was $472K.
How have Lockwood Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockwood Partners, LLC's sponsor-wide assets grew 12.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Lockwood Partners LLC 401(k) & Profit Sharing? ▼
Among 401(k) plans in other states, the closest by assets is Medical and Surgical Eye Specialists 401(k) Profit Sharing Plan and Trust in VA ($6M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Lockwood Partners LLC 401(k) & Profit Sharing? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 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 320575861.

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.