Lozier 401(k) match, vesting and fees
What Lozier's 401(k) 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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Lutz & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Lozier: employer contribution per participant | $2,342 | |
| Peer median | $2,591 |
| Lozier: average balance | $117,646 | |
| Peer median | $102,504 |
| Lozier: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.11% |
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 $201M at the end of plan year 2021 to $205M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 2,348 | $205M | $4.1M | $2,342 | 0.09% | Not published | Form 5500 ↗ |
| 2024 | 2,160 | $192M | $3.7M | $2,041 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 2,254 | $182M | $3.4M | $1,875 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 2,379 | $168M | $3.3M | $1,824 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 2,353 | $201M | $3.1M | $1,683 | 0.03% | Not published | Form 5500 ↗ |
Other Lozier plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Lozier Corporation Pension Plan and Trust
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 | Lutz & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Lozier Corporation Pension Plan for Scottsboro Production Employees and Trust
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Lozier Corporation Pension Plan for Joplin Production Employees and Trust
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 | Lutz & Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Lozier match 401(k) contributions?
The match terms for the Lozier Corporation 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $4.1M in employer contributions, about $2,342 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lozier 401(k) match vested?
The vesting schedule for the Lozier Corporation 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lozier 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Lozier Corporation.
I left Lozier. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Lozier Corporation, (402) 457-8313) or the recordkeeper, Empower Annuity Insurance Company. The Lozier old 401(k) page lists the contacts from every plan filing. Find an old Lozier 401(k)
Data from the public Form 5500 annual reports Lozier 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 Lozier. Not financial advice. Report a correction · Methodology