ESOP · DOL Form 5500 · 2023

Lochmueller Group, Inc. ESOP

Data updated 2026-08-25

$37M
Total assets Below avg plan size
204
Participants Below avg headcount
82nd
Percentile by assets National rank
$183,581
Avg per participant Above avg balance/head
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Official DOL plan name: Lochmueller Group, Inc. Employee Stock Ownership Plan · Sponsored by Lochmueller Group, Inc. · Indiana · Professional & Technical Services

$37M in assets, 204 participants

Lochmueller Group, Inc.'s Lochmueller Group, Inc. Employee Stock Ownership Plan reported $37M in total assets and 204 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,848 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Lochmueller Group, Inc. Employee Stock Ownership Plan covers 204 participants in Indiana, about 38% of the average Indiana filer (state average ~541 per filing). Assets: $37M.

#16,848
in Professional & Technical Services (20,321 peers)
+28.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Lochmueller Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

Lochmueller Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$37,450,436 Top 18% higher than 82% 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. Employee Stock Ownership 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. Employee Stock Ownership Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lochmueller Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Lochmueller Group, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Lochmueller Group, Inc. Employee Stock Ownership Plan reported participants rose from 193 in the plan year 2022 filing to 204 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 351455938 · Lochmueller Group, Inc. PY 2023 · ESOP

Lochmueller Group, Inc. Employee Stock Ownership Plan · $37M · 204 · 82nd

  • IND $37M
  • EOY 204
  • 5500 82nd
  • ASSETS ESOP
  • PCT near Psk Operating Parent Inc. Employee Stock Ownership Plan
  • EIN ind #16848

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 What is an ESOP? → · Plans in Indiana →

Lochmueller Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Withersravenel, Inc. Employee Stock Ownership PlanWithersravenel, Inc. Employe…$38MPsk Operating Parent Inc. Employee Stock Ownership PlanPsk Operating Parent Inc. Em…$37MLochmueller Group, Inc. Employee Stock Ownership PlanLochmueller Group, Inc. Empl…$37MThe Will-Burt Company Employee Stock Ownership Trust and PlanThe Will-Burt Company Employ…$37MMangan, Inc. Employee Stock Ownership PlanMangan, Inc. Employee Stock …$37M
End-of-year total assets ($M) among Lochmueller Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$32M
Net Income$9M
Employer EIN351455938
Plan Effective Date2019-01-01
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 ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lochmueller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -0.500.511.522.5 Total assets ($B) Participants Lochmueller Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.037450436 · Participants: 204Lochmueller Group, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
Lochmueller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lochmueller Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lochmueller Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Psk Operating Parent Inc. Employee Stock Ownership Plan in NY ($37M); by covered participants it is Meriwether-Godsey, Inc. Employee Stock Ownership Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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. Employee Stock Ownership Plan assets move in 2023? ▼
Lochmueller Group, Inc. Employee Stock Ownership Plan grew sharply - up 28.9% during 2023, from $29M to $37M. Reported net income was $9M.
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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lochmueller Group, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 ESOP plans are similar in size to Lochmueller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Psk Operating Parent Inc. Employee Stock Ownership Plan in NY ($37M, 595 participants).
Which ESOP plans cover a similar participant headcount to Lochmueller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Meriwether-Godsey, Inc. Employee Stock Ownership Plan in VA (204 participants, N/A 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.