401(k) · DOL Form 5500 · 2024

The Lockwood Group, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
387
Participants Below avg headcount
83rd
Percentile by assets National rank
$116,187
Avg per participant Below avg balance/head
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Official DOL plan name: The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by The Lockwood Group, LLC · Connecticut · Professional & Technical Services

$45M in assets, 387 participants

The Lockwood Group, LLC's The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust reported $45M in total assets and 387 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.

  • #16,859 in Professional & Technical Services (20,173 peers)

Where The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust sits by assets

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $45M for 387 participants (~$116,187/participant), up 30.6% in 2024.

#16,859
in Professional & Technical Services (20,173 peers)
+30.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$44,964,501 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

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust 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. The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (387 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $34M in the plan year 2023 filing to $45M in the plan year 2024 filing.
  • The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 368 in the plan year 2023 filing to 387 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208025205 · The Lockwood Group, LLC PY 2024 · 401(k)

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust · $45M · 387 · 83rd

  • SCH $45M
  • SCH 387
  • SCH 83rd
  • SCH 401(k)
  • SCH near Inseego Corp. Retirement Plan
  • SCH ind #16859

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 Connecticut →

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Otak Inc. 401(k) Employee Savings PlanOtak Inc. 401(k) Employee Sa…$45MThe Lockwood Group, LLC 401(k) Profit Sharing Plan & TrustThe Lockwood Group, LLC 401(…$45MInseego Corp. Retirement Plan$45MAbc Fine Wine & Spirits 401(k) Retirement & Savings PlanAbc Fine Wine & Spirits 401(…$45MColumbus Technologies and Services, Inc. 401(k) Profit Sharing PlanColumbus Technologies and Se…$45M
End-of-year total assets ($M) among The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$45M
Net Income$11M
Employer EIN208025205
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Lockwood Group, LLC)

Sponsor-wide plan assets over time

All The Lockwood Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$45M 79.66359361861717% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25M $45M ▲ +79.6%
Year Plans Participants Total Assets
2022 1 348 $25M
2023 1 368 $34M
2024 1 387 $45M

Nearby 401(k) Plans in Connecticut

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

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.044964501 · Participants: 387The Lockwood Group, LLC 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Inseego Corp. Retirement Plan in CA ($45M); by covered participants it is Schumacher Homes, Inc. 401(k) Plan in OH (387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (387 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 The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust surged - up 30.6% during 2024, from $34M to $45M. Reported net income was $11M.
How have The Lockwood Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Lockwood Group, LLC's sponsor-wide assets grew 79.7%, from $25M to $45M.
Where does The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust 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 401(k) plans are similar in size to The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Inseego Corp. Retirement Plan in CA ($45M, 198 participants).
Which 401(k) plans cover a similar participant headcount to The Lockwood Group, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Schumacher Homes, Inc. 401(k) Plan in OH (387 participants, $35M 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 208025205.

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.