Who sponsors the H.W. Lochner, Inc. 401(K) Retirement Plan?

H.W. Lochner, Inc. 401(K) Retirement Plan is reported as sponsored by H.W. Lochner, Inc. (EIN 36-2338811, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for H.W. Lochner, Inc. 401(K) Retirement Plan?

The latest Form 5500 filing year loaded for H.W. Lochner, Inc. 401(K) Retirement Plan is 2023.

How many participants does H.W. Lochner, Inc. 401(K) Retirement Plan report?

H.W. Lochner, Inc. 401(K) Retirement Plan reports 862 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for H.W. Lochner, Inc. 401(K) Retirement Plan?

H.W. Lochner, Inc. 401(K) Retirement Plan reports $137,429,233 in end-of-year plan assets in its latest loaded Form 5500 filing.

H.W. Lochner, Inc. 401(K) Retirement Plan — Form 5500 plan (H.W. Lochner, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, H.W. Lochner, Inc. 401(K) Retirement Plan is a benefit plan reported by H.W. Lochner, Inc. under EIN 36-2338811 and plan number 001. The latest loaded filing year is 2023. The filing reports 862 participants and $137,429,233 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$137.4MPlan net assets, end of year$137,429,233

Participants862Covered participants reported

Assets / participant$159.4KComputed: assets ÷ participants$159,431 (computed)

Provider compensation$84.9K3 Schedule C provider row(s)$84,949

Plan sponsor: H.W. Lochner, Inc.
EIN: 36-2338811
Plan number: 001
Plan type: 2
Location: Chicago, IL
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	862	H, C	20240829164140NAL0029792578001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$137.4M total assets

Net assets$137.4MLiabilities$0

Money in vs. money out

Total income / additions$30.3M

Total expenses$10.9M

Benefits paid / distributions$10.8M

Contributions

Employer$1.7M

Participant$4.6M

Full reported line items

Net assets

Total assets (EOY): $137,429,233
Total liabilities (EOY): $0
Net assets (EOY): $137,429,233
Net assets (BOY): $117,974,542

Income & contributions

Employer contributions: $1,737,414
Participant contributions: $4,556,963
Total contributions: $8,871,726
Total income / additions: $30,338,169

Expenses & distributions

Benefits paid: $10,764,346
Administrative expenses: $119,132
Total expenses: $10,883,478
Net increase / (decrease): $19,454,691

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

28%72%

Employer 28%Participant 72%

Total expenses ÷ net assets8%Computed ratio

Benefits paid ÷ total income35%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Voya Retirement Insur And Annuity	SERVICE PROVIDER	$39,446	$0	2023
Wells Fargo Advisors	SERVICE PROVIDER	$23,750	not reported in the loaded dataset	2023
The Angell Pension Group, Inc.	THIRD PARTY ADMIN	$21,753	not reported in the loaded dataset	2023