401(k) · DOL Form 5500 · 2024
Lockton, Inc. 401(k) Plan
Data updated 2026-07-24
- $1.4B
- Total assets
- 6,777
- Participants
- 99th
- Percentile by assets
- $206,224
- Avg per participant
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.
- 99th percentile by assets (of 116,472 plans)
Coverage in Missouri
Lockton, Inc. 401(k) Plan covers 6,777 participants in Missouri, 9.0x the typical Missouri plan (state average ~756 per filing). Assets: $1.4B.
- $1.4B
- total plan assets (2024 EOY)
- 6,777
- covered participants
- 99th
- percentile by assets (of 116,472 plans)
- $206,224
- avg assets per participant
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.
Participants vs Missouri filers
In Missouri, the average filing covers about 756 participants across 2,155 plans. Lockton, Inc. 401(k) Plan reports 6,777 participants - 9.0x that state average ($1.4B EOY assets).
Missouri filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $193M |
| Employer EIN | 900007886 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lockton, Inc.)
| 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
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
- Anheuser-Busch 401(k) Savings and Retirement Plan $3.6B · 14,148
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Lockton, Inc. 401(k) Plan by total assets, not by location.
- Ingersoll Rand Retirement Savings Plan (NC) $1.4B · 5,204
- Sequoia One 401(k) Plan (AZ) $1.4B · 35,527
- Ineos Retirement Savings Plan (TX) $1.4B · 4,798
- Universal Music Group 401(k) Plan (CA) $1.4B · 3,602
Frequently Asked Questions
How did Lockton, Inc. 401(k) Plan assets move in 2024? ▼
How have Lockton, Inc. plan assets changed over time? ▼
Where does Lockton, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Lockton, Inc. 401(k) Plan? ▼
Next read for Lockton, Inc. 401(k) Plan
Filing takeaways
Ways to act on Lockton, Inc. 401(k) Plan's numbers.
- By total assets, Lockton, Inc. 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Missouri. Compare plans
- Lockton, Inc.'s sponsor-wide assets have grown 40.1% since 2022 across 3 plan years on file. More Finance & Insurance plans
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.