Defined Benefit (Pension) · DOL Form 5500 · 2024
Lozier Corporation Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 384
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $355,534
- Avg per participant High balance/head
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.
- #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.
- #15,753
- in Manufacturing (17,777 peers)
- -4.7%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
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.
The Lozier Corporation Pension Plan and Trust's outsized position by total assets
The Lozier Corporation Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,525,056 Top 8% higher than 92% 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
The Lozier Corporation Pension Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Lozier Corporation Pension Plan and Trust sits mid-pack in the medium band (384 participants).
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.
DOL schedule card
Filing strip 470463247 · Lozier Corporation PY 2024 · Defined Benefit (Pension)
The Lozier Corporation Pension Plan and Trust · $137M · 384 · 92nd
- PHOTO $137M
- IND 384
- EOY 92nd
- 5500 Defined Benefit (Pension)
- ASSETS near Harris Teeter Supermarkets, Inc. Employees' Pension Plan
- PCT ind #15753
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 →
The Lozier Corporation Pension Plan and Trust in the asset neighbourhood
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)
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
| 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.
- 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
The Lozier Corporation Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Harris Teeter Supermarkets, Inc. Employees' Pension Plan in NC ($136M); by covered participants it is Baker Tilly Advisory Group Parent, LP Market Based Cash Balance Plan in IL (384 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (384 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.