Defined Benefit (Pension) · DOL Form 5500 · 2023
Lozier Corporation Pension Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $152,769
- Avg per participant Above avg balance/head
Official DOL plan name: Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing
$17M in assets, 112 participants
Lozier Corporation's Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported $17M in total assets and 112 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.
- #11,012 in Manufacturing (18,722 peers)
Coverage in Nebraska
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust covers 112 participants in Nebraska, about 20% of the average Nebraska filer (state average ~552 per filing). Assets: $17M.
- #11,012
- in Manufacturing (18,722 peers)
- +4.8%
- assets growth YoY
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust's outsized position by total assets
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,110,145 Top 30% higher than 70% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust 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. Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported net income rose from -$6M in the plan year 2022 filing to $790K in the plan year 2023 filing.
- Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported participants fell from 120 in the plan year 2022 filing to 112 in the plan year 2023 filing.
- Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 470463247 · Lozier Corporation PY 2023 · Defined Benefit (Pension)
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · $17M · 112 · 70th
- RANK $17M
- PHOTO 112
- IND 70th
- EOY Defined Benefit (Pension)
- 5500 near Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant
- ASSETS ind #11012
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 Manufacturing retirement plans → · Plans in Nebraska →
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust in the asset neighbourhood
Nebraska filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $790K |
| Employer EIN | 470463247 |
| Plan Effective Date | 1975-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lozier Corporation)
Sponsor-wide plan assets over time
All Lozier Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $329M 2.2419246948243883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,564 | $322M |
| 2023 | 3 | 2,429 | $343M |
| 2024 | 3 | 2,214 | $329M |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.4B · 3,724
- Berkshire Hathaway Consolidated Pension Plan $4.2B · 10,563
- Mutual of Omaha Retirement Income Plan $979M · 504
- Retirement Plan for Employees and Representatives of Woodmenlife $772M · 279
- The Restated Ag Processing Inc Retirement Plan $368M · 1,113
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant in TN ($17M); by covered participants it is Scholle Corporation Employees' Retirement Plan in IL (112 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 (112 participants); asset peers above are excluded.
- Scholle Corporation Employees' Retirement Plan (IL) 112 · 0 off
- Sterling Spring, L.L.C. Retirement Plan (IL) 112 · 0 off
- Weil, Gotshal & Manges Partners' Variable Defined Benefit Plan (NY) 112 · 0 off
- Horace Mann Pension Plan (IL) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.