401(k) · DOL Form 5500 · 2023

Lohmiller and Company 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
195
Participants Below avg headcount
73rd
Percentile by assets National rank
$105,316
Avg per participant Below avg balance/head
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Official DOL plan name: Lohmiller & Company 401(k) Plan · Sponsored by Lohmiller and Company · Colorado · Wholesale Trade

$21M in assets, 195 participants

Lohmiller and Company's Lohmiller & Company 401(k) Plan reported $21M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,425 in Wholesale Trade (6,309 peers)

Lohmiller and Company multi-year trail

Lohmiller and Company's plans moved +43.6% in assets from 2022 to 2024; this filing shows Lohmiller & Company 401(k) Plan at $21M / 195 participants.

#4,425
in Wholesale Trade (6,309 peers)
+17.9%
assets growth YoY

Lohmiller & Company 401(k) Plan's outsized position by total assets

Lohmiller & Company 401(k) Plan vs every filed plan by assets

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

$20,536,619 Top 27% higher than 73% 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

Lohmiller & Company 401(k) 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. Lohmiller & Company 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lohmiller & Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lohmiller & Company 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Lohmiller & Company 401(k) Plan reported participants rose from 175 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 841153193 · Lohmiller and Company PY 2023 · 401(k)

Lohmiller & Company 401(k) Plan · $21M · 195 · 73rd

  • TYPE $21M
  • NET 195
  • BOOK 73rd
  • VS-ST 401(k)
  • BOY near Danville Metal Stamping Company, Inc. Employees' Savings Plan
  • SCH ind #4425

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 Wholesale Trade retirement plans → · Plans in Colorado →

Lohmiller & Company 401(k) Plan in the asset neighbourhood

Lohmiller & Company 401(k) PlanLohmiller & Company 401(k) P…$21MDanville Metal Stamping Company, Inc. Employees' Savings PlanDanville Metal Stamping Comp…$21MSummer Consultants, Inc. 401(k) PlanSummer Consultants, Inc. 401…$21MMarlin Leasing Corporation 401(k) Profit Sharing Plan & TrustMarlin Leasing Corporation 4…$21MWindmoeller & Hoelscher Corporation 401(k) Profit Sharing PlanWindmoeller & Hoelscher Corp…$21M
End-of-year total assets ($M) among Lohmiller & Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lohmiller and Company multi-year asset trail

Sponsor-wide plan assets over time

All Lohmiller and Company plans reported in each filing year

Latest sponsor-wide plan assets
$25M 43.61071434334566% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.4M $25M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 175 $17M
2023 1 195 $21M
2024 1 202 $25M

Lohmiller and Company filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN841153193
Plan Effective Date1990-10-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Lohmiller & Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Lohmiller & Company 401(k) Plan, Total assets ($B): 0.020536619 · Participants: 195Lohmiller & Company 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Lohmiller & Company 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Lohmiller & Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Danville Metal Stamping Company, Inc. Employees' Savings Plan in IL ($21M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Lohmiller & Company 401(k) Plan assets move in 2023?
Lohmiller & Company 401(k) Plan grew sharply - up 17.9% during 2023, from $17M to $21M. Reported net income was $3M.
How have Lohmiller and Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Lohmiller and Company's sponsor-wide assets grew 43.6%, from $17M to $25M.
Which 401(k) plans are similar in size to Lohmiller & Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Danville Metal Stamping Company, Inc. Employees' Savings Plan in IL ($21M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Lohmiller & Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M in assets).