401(k) · DOL Form 5500 · 2023

Locke Lord LLP 401(k) Plan

Data updated 2026-08-25

$868M
Total assets Above avg plan size
995
Participants Near avg headcount
98th
Percentile by assets National rank
$872,790
Avg per participant High balance/head
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Official DOL plan name: Locke Lord LLP Retirement Savings Plan · Sponsored by Locke Lord LLP · Texas · Professional & Technical Services

$868M in assets, 995 participants

Locke Lord LLP's Locke Lord LLP Retirement Savings Plan reported $868M in total assets and 995 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,108 in Professional & Technical Services (20,321 peers)

Where Locke Lord LLP Retirement Savings Plan sits by assets

Locke Lord LLP Retirement Savings Plan sits in the top 5% of all filed plans by assets, $868M for 995 participants (~$872,790/participant), up 14.6% in 2023.

#20,108
in Professional & Technical Services (20,321 peers)
+14.6%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Locke Lord LLP Retirement Savings Plan's outsized position by total assets

Locke Lord LLP Retirement Savings Plan vs every filed plan by assets

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

$868,426,539 Top 2% higher than 98% 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

Locke Lord LLP Retirement 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. Locke Lord LLP Retirement Savings Plan sits mid-pack in the medium band (995 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Locke Lord LLP Retirement Savings Plan reported net income rose from -$188M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Locke Lord LLP Retirement Savings Plan end-of-year assets rose from $758M in the plan year 2022 filing to $868M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741164324 · Locke Lord LLP PY 2023 · 401(k)

Locke Lord LLP Retirement Savings Plan · $868M · 995 · 98th

  • TYPE $868M
  • NET 995
  • BOOK 98th
  • VS-ST 401(k)
  • BOY near Hyster-Yale Group, Inc. Profit Sharing Retirement Plan
  • SCH ind #20108

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 Texas →

Locke Lord LLP Retirement Savings Plan in the asset neighbourhood

Chemours Company Retirement Savings PlanChemours Company Retirement …$870MLocke Lord LLP Retirement Savings PlanLocke Lord LLP Retirement Sa…$868MHyster-Yale Group, Inc. Profit Sharing Retirement PlanHyster-Yale Group, Inc. Prof…$868MSaint Francis Health System, Inc. 401(k) Savings PSaint Francis Health System,…$867MLouisiana Children's Medical Center Retirement and Savings PlanLouisiana Children's Medical…$867M
End-of-year total assets ($M) among Locke Lord LLP Retirement 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)$758M
Net Assets (End of Year)$868M
Net Income$111M
Employer EIN741164324
Plan Effective Date1964-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Locke Lord LLP)

Sponsor-wide plan assets over time

All Locke Lord LLP plans reported in each filing year

Latest sponsor-wide plan assets
$965M 18.268095848239806% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M 202220232024 $816M $965M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 1,286 $816M
2023 2 1,273 $935M
2024 2 1,250 $965M

Nearby 401(k) Plans in Texas

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

Locke Lord LLP Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Locke Lord LLP Retirement Savings Plan, Total assets ($B): 0.868426539 · Participants: 995Locke Lord LLP Retirement Savings PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Locke Lord LLP Retirement Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Locke Lord LLP Retirement Savings Plan side-by-side with 3 peers →

Locke Lord LLP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Hyster-Yale Group, Inc. Profit Sharing Retirement Plan in OH ($868M); by covered participants it is Jump Operations, LLC Employee 401(k) Plan in IL (995 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (995 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 Locke Lord LLP Retirement Savings Plan assets move in 2023? ▼
Locke Lord LLP Retirement Savings Plan grew at a solid clip - up 14.6% during 2023, from $758M to $868M. Reported net income was $111M.
How have Locke Lord LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locke Lord LLP's sponsor-wide assets grew 18.3%, from $816M to $965M.
Where does Locke Lord LLP Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Locke Lord LLP Retirement Savings Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Locke Lord LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyster-Yale Group, Inc. Profit Sharing Retirement Plan in OH ($868M, 3,190 participants).
Which 401(k) plans cover a similar participant headcount to Locke Lord LLP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jump Operations, LLC Employee 401(k) Plan in IL (995 participants, $323M 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 741164324.

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.