Defined Benefit (Pension) · DOL Form 5500 · 2024
Lozier Corporation Pension Plan
Data updated 2026-08-11
- $137M
- Total assets
- 384
- Participants
- 92nd
- Percentile by assets
- $355,534
- Avg per participant
Official DOL plan name: The Lozier Corporation Pension Plan and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing
$137M in assets, 384 participants
Lozier Corporation's The Lozier Corporation Pension Plan and Trust reported $137M in total assets and 384 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #15,753 in Manufacturing (17,777 peers)
Where The Lozier Corporation Pension Plan and Trust sits by assets
The Lozier Corporation Pension Plan and Trust sits in the top 10% of all filed plans by assets, $137M for 384 participants (~$355,534/participant), down 4.7% in 2024.
- $137M
- total plan assets (2024 EOY)
- 384
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $355,534
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Lozier Corporation Pension Plan and Trust reported net income fell from $6M in the plan year 2023 filing to -$7M in the plan year 2024 filing.
- The Lozier Corporation Pension Plan and Trust reported participants fell from 433 in the plan year 2023 filing to 384 in the plan year 2024 filing.
- The Lozier Corporation Pension Plan and Trust end-of-year assets fell from $143M in the plan year 2023 filing to $137M in the plan year 2024 filing.
The Lozier Corporation Pension Plan and Trust vs the 2024 asset distribution
By assets, The Lozier Corporation Pension Plan and Trust outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $143M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$7M |
| Employer EIN | 470463247 |
| Plan Effective Date | 1966-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lozier Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,564 | $322M |
| 2023 | 3 | 2,429 | $343M |
| 2024 | 3 | 2,214 | $329M |
Nearby Defined Benefit (Pension) Plans in Nebraska
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
The Lozier Corporation Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
- Berkshire Hathaway Consolidated Pension Plan $5.2B · 9,020
- Pension Plan for Salaried Employees of Union Pacific Corporation & Affiliates $4.1B · 3,382
- Mutual of Omaha Retirement Income Plan $960M · 415
- Retirement Plan for Employees and Representatives of Woodmenlife $828M · 257
- The Restated Ag Processing Inc Retirement Plan $379M · 1,105
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to The Lozier Corporation Pension Plan and Trust by total assets, not by location.
- Harris Teeter Supermarkets, Inc. Employees' Pension Plan (NC) $136M · 1,615
- University of Southern California Support Staff Retirement Plan (CA) $137M · 1,616
- Basic Pension Plan for Employees of Jewish Federation Council of Greater Los Angeles (CA) $136M · 96
- Bcom3 Cash Balance Plan (IL) $136M · 405
Frequently Asked Questions
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Ways to act on The Lozier Corporation Pension Plan and Trust's numbers.
- By total assets, The Lozier Corporation Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Nebraska. Compare plans
- Lozier Corporation's sponsor-wide assets have grown 2.2% since 2022 across 3 plan years on file. More Manufacturing plans