401(k) · DOL Form 5500 · 2024

Progressive Chevrolet Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
158
Participants Small participant base
70th
Percentile by assets National rank
$125,218
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lockhart Trust 401(k) Plan · Sponsored by Progressive Chevrolet Company · Ohio · Retail Trade

$20M in assets, 158 participants

Progressive Chevrolet Company's Lockhart Trust 401(k) Plan reported $20M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,494 in Retail Trade (8,048 peers)

Coverage in Ohio

Lockhart Trust 401(k) Plan covers 158 participants in Ohio, about 21% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#6,494
in Retail Trade (8,048 peers)
+15.7%
assets growth YoY

Lockhart Trust 401(k) Plan's outsized position by total assets

Lockhart Trust 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$19,784,500 Top 30% higher than 70% of 123,620 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 2024

Lockhart Trust 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockhart Trust 401(k) Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lockhart Trust 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Lockhart Trust 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Lockhart Trust 401(k) Plan reported participants fell from 164 in the plan year 2023 filing to 158 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 340472468 · Progressive Chevrolet Company PY 2024 · 401(k)

Lockhart Trust 401(k) Plan · $20M · 158 · 70th

  • ASSETS $20M
  • PCT 158
  • EIN 70th
  • RANK 401(k)
  • PHOTO near Weinig Holz-Her USA, Inc. Profit Sharing Plan
  • IND ind #6494

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 Retail Trade retirement plans → · Plans in Ohio →

Lockhart Trust 401(k) Plan in the asset neighbourhood

Ems Management & Consultants, Inc. 401(k) Retirement PlanEms Management & Consultants…$20MPartners Capital Investment Group, LLP 401(k) PlanPartners Capital Investment …$20MPerinatal Associates of New Mexico, Ltd 401(k) Profit Sharing Plan and TrustPerinatal Associates of New …$20MLockhart Trust 401(k) Plan$20MWeinig Holz-Her USA, Inc. Profit Sharing PlanWeinig Holz-Her USA, Inc. Pr…$20M
End-of-year total assets ($M) among Lockhart Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN340472468
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Progressive Chevrolet Company)

Sponsor-wide plan assets over time

All Progressive Chevrolet Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 36.16566918291032% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.5M $19.8M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 173 $15M
2023 1 164 $17M
2024 1 158 $20M

Nearby 401(k) Plans in Ohio

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

Lockhart Trust 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Lockhart Trust 401(k) Plan, Total assets ($B): 0.0197845 · Participants: 158Lockhart Trust 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Lockhart Trust 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Lockhart Trust 401(k) Plan side-by-side with 3 peers →

Lockhart Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Weinig Holz-Her USA, Inc. Profit Sharing Plan in NC ($20M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lockhart Trust 401(k) Plan assets move in 2024? ▼
Lockhart Trust 401(k) Plan grew sharply - up 15.7% during 2024, from $17M to $20M. Reported net income was $3M.
How have Progressive Chevrolet Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Progressive Chevrolet Company's sponsor-wide assets grew 36.2%, from $15M to $20M.
Which 401(k) plans are similar in size to Lockhart Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Weinig Holz-Her USA, Inc. Profit Sharing Plan in NC ($20M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Lockhart Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 340472468.

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.