401(k) · DOL Form 5500 · 2024

Cummings & Lockwood LLC 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
136
Participants Small participant base
91st
Percentile by assets National rank
$788,423
Avg per participant High balance/head
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Official DOL plan name: Cummings & Lockwood Employees 401(k) Savings Plan · Sponsored by Cummings & Lockwood LLC · Connecticut · Professional & Technical Services

$107M in assets, 136 participants

Cummings & Lockwood LLC's Cummings & Lockwood Employees 401(k) Savings Plan reported $107M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,576 in Professional & Technical Services (20,173 peers)

Coverage in Connecticut

Cummings & Lockwood Employees 401(k) Savings Plan covers 136 participants in Connecticut, about 19% of the average Connecticut filer (state average ~718 per filing). Assets: $107M.

#18,576
in Professional & Technical Services (20,173 peers)
+18.8%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Cummings & Lockwood Employees 401(k) Savings Plan's outsized position by total assets

Cummings & Lockwood Employees 401(k) Savings Plan vs every filed plan by assets

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

$107,225,555 Top 9% higher than 91% 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

Cummings & Lockwood Employees 401(k) Savings Plan 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. Cummings & Lockwood Employees 401(k) Savings Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cummings & Lockwood Employees 401(k) Savings Plan reported net income rose from $10M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Cummings & Lockwood Employees 401(k) Savings Plan end-of-year assets rose from $90M in the plan year 2023 filing to $107M in the plan year 2024 filing.
  • Cummings & Lockwood Employees 401(k) Savings Plan reported participants fell from 157 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 060312590 · Cummings & Lockwood LLC PY 2024 · 401(k)

Cummings & Lockwood Employees 401(k) Savings Plan · $107M · 136 · 91st

  • VS-ST $107M
  • VS-ST 136
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Yankton Medical Clinic P.C. Profit Sharing Plan & Trust
  • VS-ST ind #18576

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 Connecticut →

Cummings & Lockwood Employees 401(k) Savings Plan in the asset neighbourhood

Gnyha Profit Sharing and Savings PlanGnyha Profit Sharing and Sav…$107MCummings & Lockwood Employees 401(k) Savings PlanCummings & Lockwood Employee…$107MYankton Medical Clinic P.C. Profit Sharing Plan & TrustYankton Medical Clinic P.C. …$107MSub-Zero Group Production Employees' 401(k) PlanSub-Zero Group Production Em…$107MWilliam Grant & Sons, Inc. Savings and Investment PlanWilliam Grant & Sons, Inc. S…$107M
End-of-year total assets ($M) among Cummings & Lockwood Employees 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$107M
Net Income$17M
Employer EIN060312590
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cummings & Lockwood LLC)

Sponsor-wide plan assets over time

All Cummings & Lockwood LLC plans reported in each filing year

Latest sponsor-wide plan assets
$107M 33.653303939938155% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $80.2M $107M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 158 $80M
2023 1 157 $90M
2024 1 136 $107M

Nearby 401(k) Plans in Connecticut

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

Cummings & Lockwood Employees 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cummings & Lockwood Employees 401(k) Savings Plan, Total assets ($B): 0.107225555 · Participants: 136Cummings & Lockwood Employees 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Cummings & Lockwood Employees 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Cummings & Lockwood Employees 401(k) Savings Plan side-by-side with 3 peers →

Cummings & Lockwood Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Yankton Medical Clinic P.C. Profit Sharing Plan & Trust in SD ($107M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Cummings & Lockwood Employees 401(k) Savings Plan assets move in 2024? ▼
Cummings & Lockwood Employees 401(k) Savings Plan grew sharply - up 18.8% during 2024, from $90M to $107M. Reported net income was $17M.
How have Cummings & Lockwood LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cummings & Lockwood LLC's sponsor-wide assets grew 33.7%, from $80M to $107M.
Where does Cummings & Lockwood Employees 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Cummings & Lockwood Employees 401(k) Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cummings & Lockwood Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yankton Medical Clinic P.C. Profit Sharing Plan & Trust in SD ($107M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Cummings & Lockwood Employees 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 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 060312590.

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.