Defined Benefit (Pension) · DOL Form 5500 · 2024

Locke Lord LLP Pension Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
268
Participants Below avg headcount
88th
Percentile by assets National rank
$272,486
Avg per participant High balance/head
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Official DOL plan name: Locke Lord LLP 2017 Partners Cash Balance Plan · Sponsored by Locke Lord LLP · Texas · Professional & Technical Services

$73M in assets, 268 participants

Locke Lord LLP's Locke Lord LLP 2017 Partners Cash Balance Plan reported $73M in total assets and 268 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,959 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Locke Lord LLP 2017 Partners Cash Balance Plan covers 268 participants in Texas, about 39% of the average Texas filer (state average ~688 per filing). Assets: $73M.

#17,959
in Professional & Technical Services (20,173 peers)
+9.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Locke Lord LLP 2017 Partners Cash Balance Plan's outsized position by total assets

Locke Lord LLP 2017 Partners Cash Balance Plan vs every filed plan by assets

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

$73,026,292 Top 12% higher than 88% 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

Locke Lord LLP 2017 Partners Cash Balance 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. Locke Lord LLP 2017 Partners Cash Balance Plan sits mid-pack in the medium band (268 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Locke Lord LLP 2017 Partners Cash Balance Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Locke Lord LLP 2017 Partners Cash Balance Plan end-of-year assets rose from $67M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Locke Lord LLP 2017 Partners Cash Balance Plan reported participants fell from 278 in the plan year 2023 filing to 268 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 741164324 · Locke Lord LLP PY 2024 · Defined Benefit (Pension)

Locke Lord LLP 2017 Partners Cash Balance Plan · $73M · 268 · 88th

  • TYPE $73M
  • TYPE 268
  • TYPE 88th
  • TYPE Defined Benefit (Pension)
  • TYPE near Silgan Plastics Pension Plan for Hourly-Paid Employees
  • TYPE ind #17959

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 Texas →

Locke Lord LLP 2017 Partners Cash Balance Plan in the asset neighbourhood

IBEW Local 325 Pension Fund$73MLocke Lord LLP 2017 Partners Cash Balance PlanLocke Lord LLP 2017 Partners…$73MSilgan Plastics Pension Plan for Hourly-Paid EmployeesSilgan Plastics Pension Plan…$73MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$73MGerber Pension Plan$73M
End-of-year total assets ($M) among Locke Lord LLP 2017 Partners Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$73M
Net Income$6M
Employer EIN741164324
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Locke Lord LLP)

Sponsor-wide plan assets over time

All Locke Lord LLP plans reported in each filing year

Latest sponsor-wide plan assets
$965M 18.268095848239806% vs 2022
2024 filing year
$800M$850M$900M$950M$1,000M 202220232024 $816M $965M ▲ +18.3%
Year Plans Participants Total Assets
2022 2 1,286 $816M
2023 2 1,273 $935M
2024 2 1,250 $965M

Nearby Defined Benefit (Pension) Plans in Texas

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Locke Lord LLP 2017 Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Locke Lord LLP 2017 Partners Cash Balance Plan, Total assets ($B): 0.073026292 · Participants: 268Locke Lord LLP 2017 Partners Cash Balance PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Locke Lord LLP 2017 Partners Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Locke Lord LLP 2017 Partners Cash Balance Plan side-by-side with 3 peers →

Locke Lord LLP 2017 Partners Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Silgan Plastics Pension Plan for Hourly-Paid Employees in MO ($73M); by covered participants it is The Scripps Research Institute Cash Balance Retirement Plan in CA (268 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($73M here).

Similar participant headcount

Nearest other-state filings by covered participants (268 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 Locke Lord LLP 2017 Partners Cash Balance Plan assets move in 2024? ▼
Locke Lord LLP 2017 Partners Cash Balance Plan grew at a solid clip - up 9.2% during 2024, from $67M to $73M. Reported net income was $6M.
How have Locke Lord LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Locke Lord LLP's sponsor-wide assets grew 18.3%, from $816M to $965M.
Where does Locke Lord LLP 2017 Partners Cash Balance Plan rank by assets among Form 5500 filers? ▼
Locke Lord LLP 2017 Partners Cash Balance Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Locke Lord LLP 2017 Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Silgan Plastics Pension Plan for Hourly-Paid Employees in MO ($73M, 160 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Locke Lord LLP 2017 Partners Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scripps Research Institute Cash Balance Retirement Plan in CA (268 participants, $65M 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 741164324.

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.