401(k) · DOL Form 5500 · 2024

Loch Harbour Group Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
75
Participants Small participant base
53rd
Percentile by assets National rank
$115,840
Avg per participant Below avg balance/head
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Official DOL plan name: Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Loch Harbour Group Inc · Virginia · Professional & Technical Services

$9M in assets, 75 participants

Loch Harbour Group Inc's Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported $9M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,272 in Professional & Technical Services (20,173 peers)

Loch Harbour Group Inc multi-year trail

Loch Harbour Group Inc's plans moved +31.6% in assets from 2022 to 2024; this filing shows Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust at $9M / 75 participants.

#10,272
in Professional & Technical Services (20,173 peers)
+9.8%
assets growth YoY

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$8,688,033 Top 47% higher than 53% 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

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to $773K in the plan year 2024 filing.
  • Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 85 in the plan year 2023 filing to 75 in the plan year 2024 filing.
  • Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 541761107 · Loch Harbour Group Inc PY 2024 · 401(k)

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust · $9M · 75 · 53rd

  • RANK $9M
  • PHOTO 75
  • IND 53rd
  • EOY 401(k)
  • 5500 near United Community Action Program 401(k) Plan
  • ASSETS ind #10272

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 Virginia →

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Loch Harbour Group Inc 401(k) Profit Sharing Plan & TrustLoch Harbour Group Inc 401(k…$9MUnited Community Action Program 401(k) PlanUnited Community Action Prog…$9MCaruso, Inc. 401(k) Profit Sharing PlanCaruso, Inc. 401(k) Profit S…$9MResilience360 Inc. Retirement Savings PlanResilience360 Inc. Retiremen…$9MTarian 401(k) Plan$9M
End-of-year total assets ($M) among Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Loch Harbour Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Loch Harbour Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.64035410029811% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.6M $8.69M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 107 $7M
2023 1 85 $8M
2024 1 75 $9M

Loch Harbour Group Inc filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$773K
Employer EIN541761107
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.008688033 · Participants: 75Loch Harbour Group Inc 401(k) Profit Sharing Plan & TrustNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is United Community Action Program 401(k) Plan in OK ($9M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2024?
Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 9.8% during 2024, from $8M to $9M. Reported net income was $773K.
How have Loch Harbour Group Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Loch Harbour Group Inc's sponsor-wide assets grew 31.6%, from $7M to $9M.
Which 401(k) plans are similar in size to Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is United Community Action Program 401(k) Plan in OK ($9M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Loch Harbour Group Inc 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M in assets).