401(k) · DOL Form 5500 · 2024

Lockwood Partners, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
35
Participants Small participant base
45th
Percentile by assets National rank
$171,483
Avg per participant Above avg balance/head
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Official DOL plan name: Lockwood Partners, LLC 401(k) and Profit Sharing Plan · Sponsored by Lockwood Partners, LLC · Texas · Wholesale Trade

$6M in assets, 35 participants

Lockwood Partners, LLC's Lockwood Partners, LLC 401(k) and Profit Sharing Plan reported $6M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,124 in Wholesale Trade (6,080 peers)

Lockwood Partners, LLC multi-year trail

Lockwood Partners, LLC's plans moved +12.5% in assets from 2022 to 2024; this filing shows Lockwood Partners, LLC 401(k) and Profit Sharing Plan at $6M / 35 participants.

#2,124
in Wholesale Trade (6,080 peers)
+3.4%
assets growth YoY

Lockwood Partners, LLC 401(k) and Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Lockwood Partners, LLC 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$6,001,888 45th percentile higher than 45% 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

Lockwood Partners, LLC 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockwood Partners, LLC 401(k) and Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lockwood Partners, LLC 401(k) and Profit Sharing Plan reported net income fell from $472K in the plan year 2023 filing to $196K in the plan year 2024 filing.
  • Lockwood Partners, LLC 401(k) and Profit Sharing Plan reported participants rose from 33 in the plan year 2023 filing to 35 in the plan year 2024 filing.
  • Lockwood Partners, LLC 401(k) and Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 320575861 · Lockwood Partners, LLC PY 2024 · 401(k)

Lockwood Partners, LLC 401(k) and Profit Sharing Plan · $6M · 35 · 45th

  • SCH $6M
  • SCH 35
  • SCH 45th
  • SCH 401(k)
  • SCH near Heidt Design, LLC 401(k) Savings Plan
  • SCH ind #2124

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 Wholesale Trade retirement plans → · Plans in Texas →

Lockwood Partners, LLC 401(k) and Profit Sharing Plan in the asset neighbourhood

Lockwood Partners, LLC 401(k) and Profit Sharing PlanLockwood Partners, LLC 401(k…$6MHeidt Design, LLC 401(k) Savings PlanHeidt Design, LLC 401(k) Sav…$6MThe Data Entry Company 401(k) PlanThe Data Entry Company 401(k…$6MVan Bruggen & Vande Vegte, PC Safe Harbor 401(k) PlanVan Bruggen & Vande Vegte, P…$6MBrett Real Estate Robinson Development Company, Inc. Retirement PlanBrett Real Estate Robinson D…$6M
End-of-year total assets ($M) among Lockwood Partners, LLC 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lockwood Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Lockwood Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 12.534014424947394% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.33M $6M ▲ +12.6%
Year Plans Participants Total Assets
2022 1 34 $5M
2023 1 33 $6M
2024 1 35 $6M

Lockwood Partners, LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$196K
Employer EIN320575861
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lockwood Partners, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lockwood Partners, LLC 401(k) and Profit Sharing Plan, Total assets ($B): 0.006001888 · Participants: 35Lockwood Partners, LLC 401(k) and Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Lockwood Partners, LLC 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lockwood Partners, LLC 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Lockwood Partners, LLC 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Heidt Design, LLC 401(k) Savings Plan in FL ($6M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Lockwood Partners, LLC 401(k) and Profit Sharing Plan assets move in 2024? ▼
Lockwood Partners, LLC 401(k) and Profit Sharing Plan edged up modestly - up 3.4% during 2024, from $6M to $6M. Reported net income was $196K.
How have Lockwood Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockwood Partners, LLC's sponsor-wide assets grew 12.5%, from $5M to $6M.
Which 401(k) plans are similar in size to Lockwood Partners, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Heidt Design, LLC 401(k) Savings Plan in FL ($6M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Lockwood Partners, LLC 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $15M 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 320575861.

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.