ESOP · DOL Form 5500 · 2024

Lochmueller Group, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
255
Participants Below avg headcount
83rd
Percentile by assets National rank
$179,100
Avg per participant Above avg balance/head
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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.

  • #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.

#16,896
in Professional & Technical Services (20,173 peers)
+21.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Lochmueller Group, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Lochmueller Group, Inc. Employee Stock Ownership 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. Lochmueller Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (255 participants).

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 →

Plan-year Form 5500 strip

Filing strip 351455938 · Lochmueller Group, Inc. PY 2024 · ESOP

Lochmueller Group, Inc. Employee Stock Ownership Plan · $46M · 255 · 83rd

  • BOY $46M
  • SCH 255
  • EBSA 83rd
  • PART ESOP
  • TYPE near Discount Drug Mart, Inc. Employee Stock Ownership Plan
  • NET ind #16896

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 What is an ESOP? → · Plans in Indiana →

Lochmueller Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Moore Holding Company Employee Stock Ownership Plan and TrustMoore Holding Company Employ…$46MDiscount Drug Mart, Inc. Employee Stock Ownership PlanDiscount Drug Mart, Inc. Emp…$46MLochmueller Group, Inc. Employee Stock Ownership PlanLochmueller Group, Inc. Empl…$46MDudek Employee Stock Ownership PlanDudek Employee Stock Ownersh…$46MThompson Concrete Employee Stock Ownership PlanThompson Concrete Employee S…$46M
End-of-year total assets ($M) among Lochmueller Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Lochmueller Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$95M 56.21214567646412% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $60.6M $94.6M ▲ +56.2%
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 ($B) Participants Lochmueller Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.045670458 · Participants: 255Lochmueller Group, Inc. Employee Stock Ownership PlanJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
Lochmueller Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Indiana, assets vs. participants
Compare Lochmueller Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Lochmueller Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Discount Drug Mart, Inc. Employee Stock Ownership Plan in OH ($46M); by covered participants it is Sb Financial Group Employee Stock Ownership Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 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).
Which ESOP plans cover a similar participant headcount to Lochmueller Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Sb Financial Group Employee Stock Ownership Plan in OH (255 participants, $6M 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 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.