401(k) · DOL Form 5500 · 2024

Lock Family Holding Inc. 401(k) Plan

Data updated 2026-08-25

$619K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$619,383
Avg per participant High balance/head
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Official DOL plan name: Lock Family Holding Inc. Retirement Plan · Sponsored by Lock Family Holding Inc. · Texas · Professional & Technical Services

$619K in assets, 1 participants

Lock Family Holding Inc.'s Lock Family Holding Inc. Retirement Plan reported $619K in total assets and 1 participant 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.

  • #2,968 in Professional & Technical Services (20,173 peers)

Lock Family Holding Inc. multi-year trail

Lock Family Holding Inc.'s plans moved -22.6% in assets from 2023 to 2024; this filing shows Lock Family Holding Inc. Retirement Plan at $619K / 1 participant.

#2,968
in Professional & Technical Services (20,173 peers)
-22.6%
assets change YoY

The plan reported a net loss of $181K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lock Family Holding Inc. Retirement Plan among the smaller filed plans by assets

Lock Family Holding Inc. Retirement Plan vs every filed plan by assets

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

$619,383 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

Lock Family Holding Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lock Family Holding Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lock Family Holding Inc. Retirement Plan reported net income fell from $800K in the plan year 2023 filing to -$181K in the plan year 2024 filing.
  • Lock Family Holding Inc. Retirement Plan end-of-year assets fell from $800K in the plan year 2023 filing to $619K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 933678174 · Lock Family Holding Inc. PY 2024 · 401(k)

Lock Family Holding Inc. Retirement Plan · $619K · 1 · 19th

  • EBSA $619K
  • PART 1
  • TYPE 19th
  • NET 401(k)
  • BOOK near St. Joseph Group Retirement Plan and Trust
  • VS-ST ind #2968

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 Texas →

Lock Family Holding Inc. Retirement Plan in the asset neighbourhood

Lock Family Holding Inc. Retirement PlanLock Family Holding Inc. Ret…$619KSt. Joseph Group Retirement Plan and TrustSt. Joseph Group Retirement …$619KDel Mar Deli 401(k)$620KTelecare Corporation Gladman Mhrc of SEIU Local 250 Retirement PlanTelecare Corporation Gladman…$619KSincere Care Agency 401(k) PlanSincere Care Agency 401(k) P…$619K
End-of-year total assets ($M) among Lock Family Holding Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lock Family Holding Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lock Family Holding Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$619K 22.57567329387426% vs 2023
2024 filing year
$0.6M$0.7M$0.8M$0.9M 20232024 $0.8M $0.62M ▼ -22.5%
Year Plans Participants Total Assets
2023 1 1 $800K
2024 1 1 $619K

Lock Family Holding Inc. filing trail (2024)

Total Assets (Beginning of Year)$800K
Net Assets (End of Year)$619K
Net Income-$181K
Employer EIN933678174
Plan Effective Date2023-10-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Lock Family Holding Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Lock Family Holding Inc. Retirement Plan, Total assets ($B): 0.000619383 · Participants: 1Lock Family Holding Inc. Retirement 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
Lock Family Holding Inc. Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Lock Family Holding Inc. Retirement Plan side-by-side with 3 peers →

Lock Family Holding Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is St. Joseph Group Retirement Plan and Trust in VA ($619K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($619K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Lock Family Holding Inc. Retirement Plan assets move in 2024? ▼
Lock Family Holding Inc. Retirement Plan declined sharply - down 22.6% during 2024, from $800K to $619K. Reported net income was -$181K.
How have Lock Family Holding Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lock Family Holding Inc.'s sponsor-wide assets declined 22.6%, from $800K to $619K.
Where does Lock Family Holding Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Lock Family Holding Inc. Retirement Plan 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 401(k) plans are similar in size to Lock Family Holding Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph Group Retirement Plan and Trust in VA ($619K, 8 participants).
Which 401(k) plans cover a similar participant headcount to Lock Family Holding Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, N/A 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 933678174.

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.