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
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
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.
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 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
| 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 EIN | 541761107 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
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).
- United Community Action Program 401(k) Plan (OK) $9M · 264
- Caruso, Inc. 401(k) Profit Sharing Plan (OH) $9M · 400
- Resilience360 Inc. Retirement Savings Plan (CA) $9M · 109
- Tarian 401(k) Plan (CO) $9M · 4,828
Similar participant headcount
Nearest other-state filings by covered participants (75 participants); asset peers above are excluded.
- Peppers Automotive Group 401(k) Plan (TN) 75 · 0 off
- Aisle Rocket Retirement Plan (IL) 75 · 0 off
- Ampco Contracting, Inc. 401(k) Prevailing Wage Plan (CA) 75 · 0 off
- Bese Holding Inc 401(k) Profit Sharing Plan & Trust (MO) 75 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.