Locke Lord retirement plan: assets, participants and fees
What Locke Lord's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Custody Solutions | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 208 pension plans in professional, scientific, and technical services with 100 to 499 participants.
| Locke Lord: employer contribution per participant | $40,301 | |
| Peer median | $30,120 |
| Locke Lord: average balance | $238,648 | |
| Peer median | $159,597 |
| Locke Lord: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.24% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $53.7M at the end of plan year 2021 to $73M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 306 | $73M | $12.3M | $40,301 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 317 | $66.8M | $12.3M | $38,731 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 325 | $57.9M | $12.4M | $38,056 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 325 | $53.7M | $10.9M | $33,575 | 0.03% | Not published | Form 5500 ↗ |
Other Locke Lord plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Locke Lord LLP Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Lord Bissell & Brook Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Whitley Penn LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Locke Lord match 401(k) contributions?
The match terms for the Locke Lord LLP 2017 Partners Cash Balance Plan have not been published from its filing yet. The plan year 2024 filing reports $12.3M in employer contributions, about $40,301 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Locke Lord 401(k) match vested?
The vesting schedule for the Locke Lord LLP 2017 Partners Cash Balance Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Locke Lord 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Custody Solutions. The plan administrator is Locke Lord LLP.
I left Locke Lord. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Locke Lord LLP, (214) 740-8000) or the recordkeeper, Principal Custody Solutions. The Locke Lord old 401(k) page lists the contacts from every plan filing. Find an old Locke Lord 401(k)
Data from the public Form 5500 annual reports Locke Lord filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Locke Lord. Not financial advice. Report a correction · Methodology