Defined Benefit (Pension) · DOL Form 5500 · 2024

Lozier Corporation Pension Plan

Data updated 2026-08-25

$565K
Total assets Small plan by assets
94
Participants Small participant base
19th
Percentile by assets National rank
$6,010
Avg per participant Low balance/head
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Official DOL plan name: Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · Sponsored by Lozier Corporation · Nebraska · Manufacturing

$565K in assets, 94 participants

Lozier Corporation's Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported $565K in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,295 in Manufacturing (17,777 peers)

2024 asset change

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust contracted severely 96.7% in 2024 ($17M → $565K) for 94 participants.

#1,295
in Manufacturing (17,777 peers)
-96.7%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust among the smaller filed plans by assets

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs every filed plan by assets

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

$564,961 19th percentile higher than 19% 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

Lozier Corporation Pension Plan for Scottsboro Production Employees and 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. Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported net income fell from $790K in the plan year 2023 filing to -$17M in the plan year 2024 filing.
  • Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust end-of-year assets fell from $17M in the plan year 2023 filing to $565K in the plan year 2024 filing.
  • Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust reported participants fell from 112 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 470463247 · Lozier Corporation PY 2024 · Defined Benefit (Pension)

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust · $565K · 94 · 19th

  • 5500 $565K
  • 5500 94
  • 5500 19th
  • 5500 Defined Benefit (Pension)
  • 5500 near Viable Solutions, LLC Cash Balance Plan
  • 5500 ind #1295

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 →

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust in the asset neighbourhood

Lozier Corporation Pension Plan for Scottsboro Production Employees and TrustLozier Corporation Pension P…$565KViable Solutions, LLC Cash Balance PlanViable Solutions, LLC Cash B…$564KTotal Spine & Wellness Defined Benefit PlanTotal Spine & Wellness Defin…$564KLeverty Financial Group Cash Balance Pension PlanLeverty Financial Group Cash…$563KRetirement Plan for Employees of City Center Development Co.Retirement Plan for Employee…$562K
End-of-year total assets ($M) among Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Lozier Corporation years around the 2024 move

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
$310M$320M$330M$340M$350M 202220232024 $322M $329M ▲ +2.2%
Year Plans Participants Total Assets
2022 3 2,564 $322M
2023 3 2,429 $343M
2024 3 2,214 $329M

2024 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$565K
Net Income-$17M
Employer EIN470463247
Plan Effective Date1975-12-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Nebraska

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust, Total assets ($B): 0.000564961 · Participants: 94Lozier Corporation Pension Plan for Scottsboro Production Employees and TrustBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 5.15539935 · Participants: 9020Berkshire Hathaway Consolidated Pension PlanPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.052923429 · Participants: 3382Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesMutual of Omaha Retirement Income Plan, Total assets ($B): 0.960447908 · Participants: 415Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.827522361 · Participants: 257Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.379187928 · Participants: 1105The Restated Ag Processing Inc Retirement Plan
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust side-by-side with 3 peers →

Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Viable Solutions, LLC Cash Balance Plan in ID ($564K); by covered participants it is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust assets move in 2024? ▼
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust contracted severely - down 96.7% during 2024, from $17M to $565K. Reported net income was -$17M.
How have Lozier Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lozier Corporation's sponsor-wide assets grew 2.2%, from $322M to $329M.
Where does Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust rank by assets among Form 5500 filers? ▼
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Viable Solutions, LLC Cash Balance Plan in ID ($564K, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Rand-Whitney Retirement Plan for Members of Bargaining Units in MA (94 participants, $4M 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 470463247.

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.