401(k) · DOL Form 5500 · 2024

Lockton, Inc. 401(k) Plan

Data updated 2026-08-25

$1.4B
Total assets Very large vs avg
6,777
Participants Above avg headcount
99th
Percentile by assets National rank
$206,224
Avg per participant Above avg balance/head
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Official DOL plan name: Lockton, Inc. 401(k) Plan · Sponsored by Lockton, Inc. · Missouri · Finance & Insurance

$1.4B in assets, 6,777 participants

Lockton, Inc.'s Lockton, Inc. 401(k) Plan reported $1.4B in total assets and 6,777 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,362 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Lockton, Inc. 401(k) Plan covers 6,777 participants in Missouri, 9.2x the typical Missouri plan (state average ~737 per filing). Assets: $1.4B.

#8,362
in Finance & Insurance (8,549 peers)
+16.1%
assets growth YoY
14×
vs typical plan assets (national mean)

Lockton, Inc. 401(k) Plan's outsized position by total assets

Lockton, Inc. 401(k) Plan vs every filed plan by assets

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

$1,397,582,709 Top 1% higher than 99% 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

Lockton, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lockton, Inc. 401(k) Plan lands in the large band (6,777 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lockton, Inc. 401(k) Plan end-of-year assets rose from $1.2B in the plan year 2023 filing to $1.4B in the plan year 2024 filing.
  • Lockton, Inc. 401(k) Plan reported net income fell from $213M in the plan year 2023 filing to $193M in the plan year 2024 filing.
  • Lockton, Inc. 401(k) Plan reported participants rose from 6,328 in the plan year 2023 filing to 6,777 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900007886 · Lockton, Inc. PY 2024 · 401(k)

Lockton, Inc. 401(k) Plan · $1.4B · 6,777 · 99th

  • 5500 $1.4B
  • 5500 6,777
  • 5500 99th
  • 5500 401(k)
  • 5500 near Ingersoll Rand Retirement Savings Plan
  • 5500 ind #8362

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 Finance & Insurance retirement plans → · Plans in Missouri →

Lockton, Inc. 401(k) Plan in the asset neighbourhood

Lockton, Inc. 401(k) Plan$1.4BIngersoll Rand Retirement Savings PlanIngersoll Rand Retirement Sa…$1.4BSequoia One 401(k) Plan$1.4BIneos Retirement Savings Plan$1.4BUniversal Music Group 401(k) PlanUniversal Music Group 401(k)…$1.4B
End-of-year total assets ($B) among Lockton, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.4B
Net Income$193M
Employer EIN900007886
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lockton, Inc.)

Sponsor-wide plan assets over time

All Lockton, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 40.06232281241785% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1B $1.4B ▲ +40.0%
Year Plans Participants Total Assets
2022 1 5,624 $998M
2023 1 6,328 $1.2B
2024 1 6,777 $1.4B

Nearby 401(k) Plans in Missouri

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

Lockton, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. 020000400006000080000 051015 Total assets ($B) Participants Lockton, Inc. 401(k) Plan, Total assets ($B): 1.397582709 · Participants: 6777Lockton, Inc. 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Lockton, Inc. 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Lockton, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Lockton, Inc. 401(k) Plan

Lockton, Inc. 401(k) Plan reports $1.4B in end-of-year assets across 6,777 participants (0.011% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $206,224 per participant (1.5x the national average assets-per-participant) . Net income for plan year 2024 was $193M.

This plan identity (EIN 900007886, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $998M to $1.4B (+40.1%) while covered participants moved from 5,624 to 6,777 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,624 $998M Open filing
2023 6,328 $1.2B Open filing
2024 · index core 6,777 $1.4B This page

Lockton, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Ingersoll Rand Retirement Savings Plan in NC ($1.4B); by covered participants it is Idexx Retirement and Incentive Savings Plan in ME (6,776 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.4B here).

Similar participant headcount

Nearest other-state filings by covered participants (6,777 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 Lockton, Inc. 401(k) Plan assets move in 2024? ▼
Lockton, Inc. 401(k) Plan grew sharply - up 16.1% during 2024, from $1.2B to $1.4B. Reported net income was $193M.
How have Lockton, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lockton, Inc.'s sponsor-wide assets grew 40.1%, from $998M to $1.4B.
Where does Lockton, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Lockton, Inc. 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Lockton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ingersoll Rand Retirement Savings Plan in NC ($1.4B, 5,204 participants).
Which 401(k) plans cover a similar participant headcount to Lockton, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Idexx Retirement and Incentive Savings Plan in ME (6,776 participants, $1.2B 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 900007886.

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.