Profit Sharing · DOL Form 5500 · 2023

Lochte Insurance Agency, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
32nd
Percentile by assets National rank
$441,385
Avg per participant High balance/head
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Official DOL plan name: Lochte Insurance Agency, Inc. Profit Sharing Plan · Sponsored by Lochte Insurance Agency, Inc. · Texas · Finance & Insurance

$2M in assets, 5 participants

Lochte Insurance Agency, Inc.'s Lochte Insurance Agency, Inc. Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,924 in Finance & Insurance (8,869 peers)

Lochte Insurance Agency, Inc. multi-year trail

Lochte Insurance Agency, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Lochte Insurance Agency, Inc. Profit Sharing Plan at $2M / 5 participants.

#1,924
in Finance & Insurance (8,869 peers)
+5.5%
assets growth YoY

Lochte Insurance Agency, Inc. Profit Sharing Plan among the smaller filed plans by assets

Lochte Insurance Agency, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,206,925 32nd percentile higher than 32% 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

Lochte Insurance Agency, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lochte Insurance Agency, Inc. Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lochte Insurance Agency, Inc. Profit Sharing Plan reported net income fell from $182K in the plan year 2022 filing to $114K in the plan year 2023 filing.
  • Lochte Insurance Agency, Inc. Profit Sharing Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Lochte Insurance Agency, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 270679234 · Lochte Insurance Agency, Inc. PY 2023 · Profit Sharing

Lochte Insurance Agency, Inc. Profit Sharing Plan · $2M · 5 · 32nd

  • EOY $2M
  • EOY 5
  • EOY 32nd
  • EOY Profit Sharing
  • EOY near Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico
  • EOY ind #1924

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 Finance & Insurance retirement plans → · Plans in Texas →

Lochte Insurance Agency, Inc. Profit Sharing Plan in the asset neighbourhood

Lochte Insurance Agency, Inc. Profit Sharing PlanLochte Insurance Agency, Inc…$2MTravenol Profit and Stock Sharing Retirement Plan for Puerto RicoTravenol Profit and Stock Sh…$2MParvez P. Jessani, Md, PC Profit Sharing PlanParvez P. Jessani, Md, PC Pr…$2MPlumbers Local Union No. 17 Annuity FundPlumbers Local Union No. 17 …$2MPencils Plus Inc Profit Sharing PlanPencils Plus Inc Profit Shar…$2M
End-of-year total assets ($M) among Lochte Insurance Agency, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Lochte Insurance Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lochte Insurance Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 18.86878820442716% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M 202220232024 $2.09M $2.49M ▲ +19.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 5 $2M
2024 1 7 $2M

Lochte Insurance Agency, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$114K
Employer EIN270679234
Plan Effective Date2009-08-05
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Lochte Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Lochte Insurance Agency, Inc. Profit Sharing Plan, Total assets ($B): 0.002206925 · Participants: 5Lochte Insurance Agency, Inc. Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Lochte Insurance Agency, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Lochte Insurance Agency, Inc. Profit Sharing Plan side-by-side with 3 peers →

Lochte Insurance Agency, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico in IL ($2M); by covered participants it is Salon Passion Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Lochte Insurance Agency, Inc. Profit Sharing Plan assets move in 2023? ▼
Lochte Insurance Agency, Inc. Profit Sharing Plan grew at a solid clip - up 5.5% during 2023, from $2M to $2M. Reported net income was $114K.
How have Lochte Insurance Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lochte Insurance Agency, Inc.'s sponsor-wide assets grew 18.9%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Lochte Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Travenol Profit and Stock Sharing Retirement Plan for Puerto Rico in IL ($2M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Lochte Insurance Agency, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Salon Passion Inc. Retirement Plan in GA (5 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 270679234.

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.