ESOP · DOL Form 5500 · 2024

Lochmueller Group, Inc. ESOP

Data updated 2026-08-11

$46M
Total assets
255
Participants
83rd
Percentile by assets
$179,100
Avg per participant
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Official DOL plan name: Lochmueller Group, Inc. Employee Stock Ownership Plan · Sponsored by Lochmueller Group, Inc. · Indiana · Professional & Technical Services

$46M in assets, 255 participants

Lochmueller Group, Inc.'s Lochmueller Group, Inc. Employee Stock Ownership Plan reported $46M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #16,896 in Professional & Technical Services (20,173 peers)

Coverage in Indiana

Lochmueller Group, Inc. Employee Stock Ownership Plan covers 255 participants in Indiana, about 47% of the average Indiana filer (state average ~541 per filing). Assets: $46M.

$46M
total plan assets (2024 EOY)
255
covered participants
83rd
percentile by assets (of 123,622 plans)
$179,100
avg assets per participant

Where Lochmueller Group, Inc. Employee Stock Ownership Plan sits by total assets

Lochmueller Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$45,670,458 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lochmueller Group, Inc. Employee Stock Ownership Plan reported participants rose from 204 in the plan year 2023 filing to 255 in the plan year 2024 filing.
  • Lochmueller Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $37M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Lochmueller Group, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Indiana
Industry
Professional & Technical Services

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Lochmueller Group, Inc. Employee Stock Ownership Plan reports 255 participants - about 47% of that state average ($46M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$9M
Employer EIN351455938
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lochmueller Group, Inc.)

$40M$60M$80M$100M 202220232024 $60.6M $94.6M ▲ +56.2%
Total plan assets by year, all Lochmueller Group, Inc. plans on file
Year Plans Participants Total Assets
2022 2 447 $61M
2023 2 488 $77M
2024 2 592 $95M

Nearby ESOP Plans in Indiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lochmueller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants Lochmueller Group, I…, Total assets ($B): 0.045670458 · Participants: 255Lochmueller Group, I…Jasper Holdings, Inc…, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc…Urschel Laboratories…, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories…Nibco Inc. Employee …, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee …Ducharme, Mcmillen &…, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen &…Ermco, Inc. Employee…, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee…
Lochmueller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lochmueller Group, Inc. Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lochmueller Group, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Lochmueller Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lochmueller Group, Inc. Employee Stock Ownership Plan grew sharply - up 21.9% during 2024, from $37M to $46M. Reported net income was $9M.
How have Lochmueller Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lochmueller Group, Inc.'s sponsor-wide assets grew 56.2%, from $61M to $95M.
Where does Lochmueller Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lochmueller Group, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lochmueller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH ($46M, 2,509 participants).

Next read for Lochmueller Group, Inc. Employee Stock O…

Filing takeaways

Ways to act on Lochmueller Group, Inc. Employee Stock Ownership Plan's numbers.

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 351455938.

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.