401(k) · DOL Form 5500 · 2024

H.W. Lochner, Inc. 401(k) Plan

Data updated 2026-08-25

$151M
Total assets Near avg plan size
795
Participants Near avg headcount
93rd
Percentile by assets National rank
$190,026
Avg per participant Above avg balance/head
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Official DOL plan name: H.W. Lochner, Inc. 401(k) Retirement Plan · Sponsored by H.W. Lochner, Inc. · Illinois · Professional & Technical Services

$151M in assets, 795 participants

H.W. Lochner, Inc.'s H.W. Lochner, Inc. 401(k) Retirement Plan reported $151M in total assets and 795 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,993 in Professional & Technical Services (20,173 peers)

Where H.W. Lochner, Inc. 401(k) Retirement Plan sits by assets

H.W. Lochner, Inc. 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $151M for 795 participants (~$190,026/participant), up 9.9% in 2024.

#18,993
in Professional & Technical Services (20,173 peers)
+9.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

H.W. Lochner, Inc. 401(k) Retirement Plan's outsized position by total assets

H.W. Lochner, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$151,070,314 Top 7% higher than 93% 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

H.W. Lochner, Inc. 401(k) Retirement 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. H.W. Lochner, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (795 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • H.W. Lochner, Inc. 401(k) Retirement Plan reported net income fell from $19M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • H.W. Lochner, Inc. 401(k) Retirement Plan reported participants rose from 632 in the plan year 2023 filing to 795 in the plan year 2024 filing.
  • H.W. Lochner, Inc. 401(k) Retirement Plan end-of-year assets rose from $137M in the plan year 2023 filing to $151M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 362338811 · H.W. Lochner, Inc. PY 2024 · 401(k)

H.W. Lochner, Inc. 401(k) Retirement Plan · $151M · 795 · 93rd

  • NET $151M
  • BOOK 795
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Beyond 401(k) Plan
  • EBSA ind #18993

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 Illinois →

H.W. Lochner, Inc. 401(k) Retirement Plan in the asset neighbourhood

Vector Security, Inc. Retirement Savings PlanVector Security, Inc. Retire…$151MH.W. Lochner, Inc. 401(k) Retirement PlanH.W. Lochner, Inc. 401(k) Re…$151MBeyond 401(k) Plan$151MGenon Energy Employee Savings PlanGenon Energy Employee Saving…$151MAtricure, Inc. 401(k) Plan$151M
End-of-year total assets ($M) among H.W. Lochner, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$137M
Net Assets (End of Year)$151M
Net Income-$3M
Employer EIN362338811
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H.W. Lochner, Inc.)

Sponsor-wide plan assets over time

All H.W. Lochner, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 28.053316791007333% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $118M $151M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 597 $118M
2023 1 632 $137M
2024 1 795 $151M

Nearby 401(k) Plans in Illinois

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

H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants H.W. Lochner, Inc. 401(k) Retirement Plan, Total assets ($B): 0.151070314 · Participants: 795H.W. Lochner, Inc. 401(k) Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
H.W. Lochner, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare H.W. Lochner, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

H.W. Lochner, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Beyond 401(k) Plan in UT ($151M); by covered participants it is Taborstreet 401(k) Retirement Plan in NE (795 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151M here).

Similar participant headcount

Nearest other-state filings by covered participants (795 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 H.W. Lochner, Inc. 401(k) Retirement Plan assets move in 2024? ▼
H.W. Lochner, Inc. 401(k) Retirement Plan grew at a solid clip - up 9.9% during 2024, from $137M to $151M. Reported net income was -$3M.
How have H.W. Lochner, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H.W. Lochner, Inc.'s sponsor-wide assets grew 28.1%, from $118M to $151M.
Where does H.W. Lochner, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
H.W. Lochner, Inc. 401(k) Retirement Plan ranks in the 93rd 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 H.W. Lochner, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Beyond 401(k) Plan in UT ($151M, 749 participants).
Which 401(k) plans cover a similar participant headcount to H.W. Lochner, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Taborstreet 401(k) Retirement Plan in NE (795 participants, $91M 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 362338811.

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.