Defined Benefit (Pension) · DOL Form 5500 · 2023

Lozier Corporation Pension Plan

Data updated 2026-08-25

$143M
Total assets Near avg plan size
433
Participants Below avg headcount
93rd
Percentile by assets National rank
$330,835
Avg per participant High balance/head
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Official DOL plan name: The Lozier Corporation Pension Plan and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing

$143M in assets, 433 participants

Lozier Corporation's The Lozier Corporation Pension Plan and Trust reported $143M in total assets and 433 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,816 in Manufacturing (18,722 peers)

Where The Lozier Corporation Pension Plan and Trust sits by assets

The Lozier Corporation Pension Plan and Trust sits in the top 10% of all filed plans by assets, $143M for 433 participants (~$330,835/participant), up 4.4% in 2023.

#16,816
in Manufacturing (18,722 peers)
+4.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Lozier Corporation Pension Plan and Trust's outsized position by total assets

The Lozier Corporation Pension Plan and Trust vs every filed plan by assets

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

$143,251,591 Top 7% higher than 93% 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 Lozier Corporation Pension Plan 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. The Lozier Corporation Pension Plan and Trust sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Lozier Corporation Pension Plan and Trust reported net income rose from -$45M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Lozier Corporation Pension Plan and Trust reported participants fell from 483 in the plan year 2022 filing to 433 in the plan year 2023 filing.
  • The Lozier Corporation Pension Plan and Trust end-of-year assets rose from $137M in the plan year 2022 filing to $143M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470463247 · Lozier Corporation PY 2023 · Defined Benefit (Pension)

The Lozier Corporation Pension Plan and Trust · $143M · 433 · 93rd

  • TYPE $143M
  • TYPE 433
  • TYPE 93rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Idaho Operating Engineers Employers Pension Plan
  • TYPE ind #16816

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 →

The Lozier Corporation Pension Plan and Trust in the asset neighbourhood

Sisecam US Pension Plan$143MPlumbers & Steamfitters Local 43 Pension FundPlumbers & Steamfitters Loca…$143MIdaho Operating Engineers Employers Pension PlanIdaho Operating Engineers Em…$143MThe Lozier Corporation Pension Plan and TrustThe Lozier Corporation Pensi…$143MBuzzi Unicem USA Inc. Salaried Pension PlanBuzzi Unicem USA Inc. Salari…$143M
End-of-year total assets ($M) among The Lozier Corporation Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$143M
Net Income$6M
Employer EIN470463247
Plan Effective Date1966-12-01
Filing StatusFILING 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
$310M$320M$330M$340M$350M 202220232024 $322M $329M ▲ +2.2%
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.

The Lozier Corporation Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Lozier Corporation Pension Plan and Trust, Total assets ($B): 0.143251591 · Participants: 433The Lozier Corporation Pension Plan and TrustPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
The Lozier Corporation Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare The Lozier Corporation Pension Plan and Trust side-by-side with 3 peers →

The Lozier Corporation Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Idaho Operating Engineers Employers Pension Plan in WA ($143M); by covered participants it is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI (433 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($143M here).

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Lozier Corporation Pension Plan and Trust assets move in 2023? ▼
The Lozier Corporation Pension Plan and Trust edged up modestly - up 4.4% during 2023, from $137M to $143M. Reported net income was $6M.
How have Lozier Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozier Corporation's sponsor-wide assets grew 2.2%, from $322M to $329M.
Where does The Lozier Corporation Pension Plan and Trust rank by assets among Form 5500 filers? ▼
The Lozier Corporation Pension Plan and Trust ranks in the 93rd 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 Defined Benefit (Pension) plans are similar in size to The Lozier Corporation Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Idaho Operating Engineers Employers Pension Plan in WA ($143M, 413 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Lozier Corporation Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amerisure Mutual Insurance Company Cash Balance Pension Plan in MI (433 participants, $90M 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 470463247.

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.