401(k) · DOL Form 5500 · 2024

Lozier Corporation 401(k) Plan

Data updated 2026-08-25

$192M
Total assets Near avg plan size
1,736
Participants Near avg headcount
94th
Percentile by assets National rank
$110,509
Avg per participant Below avg balance/head
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Official DOL plan name: Lozier Corporation 401(k) Savings Plan · Sponsored by Lozier Corporation · Nebraska · Manufacturing

$192M in assets, 1,736 participants

Lozier Corporation's Lozier Corporation 401(k) Savings Plan reported $192M in total assets and 1,736 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,193 in Manufacturing (17,777 peers)

Coverage in Nebraska

Lozier Corporation 401(k) Savings Plan covers 1,736 participants in Nebraska, 3.1x the typical Nebraska plan (state average ~552 per filing). Assets: $192M.

#16,193
in Manufacturing (17,777 peers)
+5.2%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Lozier Corporation 401(k) Savings Plan's outsized position by total assets

Lozier Corporation 401(k) Savings Plan vs every filed plan by assets

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

$191,843,883 Top 6% higher than 94% 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

Lozier Corporation 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lozier Corporation 401(k) Savings Plan lands in the large band (1,736 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lozier Corporation 401(k) Savings Plan reported net income fell from $14M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Lozier Corporation 401(k) Savings Plan reported participants fell from 1,884 in the plan year 2023 filing to 1,736 in the plan year 2024 filing.
  • Lozier Corporation 401(k) Savings Plan end-of-year assets rose from $182M in the plan year 2023 filing to $192M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 470463247 · Lozier Corporation PY 2024 · 401(k)

Lozier Corporation 401(k) Savings Plan · $192M · 1,736 · 94th

  • ASSETS $192M
  • PCT 1,736
  • EIN 94th
  • RANK 401(k)
  • PHOTO near Daikin America, Inc. 401(k) Savings and Retirement Plan
  • IND ind #16193

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 Manufacturing retirement plans → · Plans in Nebraska →

Lozier Corporation 401(k) Savings Plan in the asset neighbourhood

First Bank 401(k) Plan$192MDaikin America, Inc. 401(k) Savings and Retirement PlanDaikin America, Inc. 401(k) …$192MLozier Corporation 401(k) Savings PlanLozier Corporation 401(k) Sa…$192MThe Baton Rouge Clinic (a Medical Corporation) 401(k) Profit Sharing PlanThe Baton Rouge Clinic (a Me…$192MWellsky Corporation 401(k) PlanWellsky Corporation 401(k) P…$192M
End-of-year total assets ($M) among Lozier Corporation 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$192M
Net Income$10M
Employer EIN470463247
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lozier Corporation)

Sponsor-wide plan assets over time

All Lozier Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$329M 2.2419246948243883% vs 2022
2024 filing year
$310M$320M$330M$340M$350M 202220232024 $322M $329M ▲ +2.2%
Year Plans Participants Total Assets
2022 3 2,564 $322M
2023 3 2,429 $343M
2024 3 2,214 $329M

Nearby 401(k) Plans in Nebraska

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

Lozier Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -20246810 Total assets ($B) Participants Lozier Corporation 401(k) Savings Plan, Total assets ($B): 0.191843883 · Participants: 1736Lozier Corporation 401(k) Savings PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Lozier Corporation 401(k) Savings Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Lozier Corporation 401(k) Savings Plan side-by-side with 3 peers →

Lozier Corporation 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Daikin America, Inc. 401(k) Savings and Retirement Plan in NY ($192M); by covered participants it is Mittera Group, Inc. 401(k) Retirement Plan in IA (1,736 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,736 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 Lozier Corporation 401(k) Savings Plan assets move in 2024? ▼
Lozier Corporation 401(k) Savings Plan grew at a solid clip - up 5.2% during 2024, from $182M to $192M. Reported net income was $10M.
How have Lozier Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozier Corporation's sponsor-wide assets grew 2.2%, from $322M to $329M.
Where does Lozier Corporation 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Lozier Corporation 401(k) Savings Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Lozier Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daikin America, Inc. 401(k) Savings and Retirement Plan in NY ($192M, 543 participants).
Which 401(k) plans cover a similar participant headcount to Lozier Corporation 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mittera Group, Inc. 401(k) Retirement Plan in IA (1,736 participants, $85M 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 470463247.

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.