401(k) · DOL Form 5500 · 2023
Lockton, Inc. 401(k) Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 6,328
- Participants
- 99th
- Percentile by assets
- $190,288
- Avg per participant
Official DOL plan name: Lockton, Inc. 401(k) Plan · Sponsored by Lockton, Inc. · Missouri · Finance & Insurance
$1.2B in assets, 6,328 participants
Lockton, Inc.'s Lockton, Inc. 401(k) Plan reported $1.2B in total assets and 6,328 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 127,072 plans)
- #8,674 in Finance & Insurance (8,869 peers)
Coverage in Missouri
Lockton, Inc. 401(k) Plan covers 6,328 participants in Missouri, 8.6x the typical Missouri plan (state average ~737 per filing). Assets: $1.2B.
- $1.2B
- total plan assets (2023 EOY)
- 6,328
- covered participants
- 99th
- percentile by assets (of 127,072 plans)
- $190,288
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lockton, Inc. 401(k) Plan reported net income rose from -$133M in the plan year 2022 filing to $213M in the plan year 2023 filing.
- Lockton, Inc. 401(k) Plan end-of-year assets rose from $998M in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
- Lockton, Inc. 401(k) Plan reported participants rose from 5,624 in the plan year 2022 filing to 6,328 in the plan year 2023 filing.
Participants vs Missouri filers
In Missouri, the average filing covers about 737 participants across 2,297 plans. Lockton, Inc. 401(k) Plan reports 6,328 participants - 8.6x that state average ($1.2B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $998M |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | $213M |
| Employer EIN | 900007886 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lockton, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,624 | $998M |
| 2023 | 1 | 6,328 | $1.2B |
| 2024 | 1 | 6,777 | $1.4B |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Lockton, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Scale composition for Lockton, Inc. 401(k) Plan
Lockton, Inc. 401(k) Plan reports $1.2B in end-of-year assets across 6,328 participants (0.010% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $190,288 per participant (1.4x the national average assets-per-participant) . Net income for plan year 2023 was $213M.
This plan identity (EIN 900007886, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $998M to $1.4B (+40.1%) while covered participants moved from 5,624 to 6,777 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,624 | $998M | Open filing |
| 2023 | 6,328 | $1.2B | This page |
| 2024 · index core | 6,777 | $1.4B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Lockton, Inc. 401(k) Plan (401(k), $1.4B, 6,777 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lockton, Inc. 401(k) Plan by total assets, not by location.
- Perkins Coie Retirement and 401(k) Plan (WA) $1.2B · 1,871
- Crowe LLP Retirement Plan (IN) $1.2B · 5,058
- Lexmark Savings Plan (KY) $1.2B · 1,968
- Onsemi 401(k) Plan (AZ) $1.2B · 3,121
Frequently Asked Questions
How did Lockton, Inc. 401(k) Plan assets move in 2023? ▼
How have Lockton, Inc. plan assets changed over time? ▼
Where does Lockton, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lockton, Inc. 401(k) Plan? ▼
Next read for Lockton, Inc. 401(k) Plan
Filing takeaways
Ways to act on Lockton, Inc. 401(k) Plan's numbers.
- By total assets, Lockton, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Lockton, Inc.'s sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Finance & Insurance plans