401(k) · DOL Form 5500 · 2023

Lochmueller Group, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
284
Participants Below avg headcount
83rd
Percentile by assets National rank
$140,430
Avg per participant Near avg balance/head
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Official DOL plan name: Lochmueller Group, Inc. 401(k) Savings Plan · Sponsored by Lochmueller Group, Inc. · Indiana · Professional & Technical Services

$40M in assets, 284 participants

Lochmueller Group, Inc.'s Lochmueller Group, Inc. 401(k) Savings Plan reported $40M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,018 in Professional & Technical Services (20,321 peers)

Where Lochmueller Group, Inc. 401(k) Savings Plan sits by assets

Lochmueller Group, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $40M for 284 participants (~$140,430/participant), up 26.6% in 2023.

#17,018
in Professional & Technical Services (20,321 peers)
+26.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lochmueller Group, Inc. 401(k) Savings Plan's outsized position by total assets

Lochmueller Group, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$39,882,094 Top 17% higher than 83% 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

Lochmueller Group, Inc. 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. Lochmueller Group, Inc. 401(k) Savings Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lochmueller Group, Inc. 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Lochmueller Group, Inc. 401(k) Savings Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Lochmueller Group, Inc. 401(k) Savings Plan reported participants rose from 254 in the plan year 2022 filing to 284 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351455938 · Lochmueller Group, Inc. PY 2023 · 401(k)

Lochmueller Group, Inc. 401(k) Savings Plan · $40M · 284 · 83rd

  • NET $40M
  • NET 284
  • NET 83rd
  • NET 401(k)
  • NET near P & K 401(k) Plan
  • NET ind #17018

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 Indiana →

Lochmueller Group, Inc. 401(k) Savings Plan in the asset neighbourhood

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.Profit Sharing and Retiremen…$40MLochmueller Group, Inc. 401(k) Savings PlanLochmueller Group, Inc. 401(…$40MP & K 401(k) Plan$40MSchutz Container Systems, Inc. Employee's 401(k) Retirement PlanSchutz Container Systems, In…$40MGelber Group 401(k) Plan$40M
End-of-year total assets ($M) among Lochmueller Group, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN351455938
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lochmueller Group, Inc.)

Sponsor-wide plan assets over time

All Lochmueller Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 56.21214567646412% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.6M $94.6M ▲ +56.2%
Year Plans Participants Total Assets
2022 2 447 $61M
2023 2 488 $77M
2024 2 592 $95M

Nearby 401(k) Plans in Indiana

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

Lochmueller Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Lochmueller Group, Inc. 401(k) Savings Plan, Total assets ($B): 0.039882094 · Participants: 284Lochmueller Group, Inc. 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Lochmueller Group, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Lochmueller Group, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Lochmueller Group, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is P & K 401(k) Plan in OK ($40M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Lochmueller Group, Inc. 401(k) Savings Plan assets move in 2023? ▼
Lochmueller Group, Inc. 401(k) Savings Plan grew sharply - up 26.6% during 2023, from $32M to $40M. Reported net income was $8M.
How have Lochmueller Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lochmueller Group, Inc.'s sponsor-wide assets grew 56.2%, from $61M to $95M.
Where does Lochmueller Group, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Lochmueller Group, Inc. 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Lochmueller Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is P & K 401(k) Plan in OK ($40M, 696 participants).
Which 401(k) plans cover a similar participant headcount to Lochmueller Group, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W D Partners Profit Sharing Plan in OH (284 participants, $34M 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 351455938.

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.