H.w. Lochner Inc 401(k) Plan: Login, Facts & Contact Information

H.w. Lochner Inc 401(k) Plan Facts

Plan name
H.W. LOCHNER, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
H.W. LOCHNER, INC.
Participants
1,043 (797 active employees)
Former employees with a balance
331
Plan assets
$151,070,314 at Dec 31, 2024
Average account balance
$137,087 across 1,102 accounts
Employer contributions
$2,319,181 in plan year 2024 (26% of all contributions)
Recordkeeper
Voya Retirement Insur And Annuity
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1987
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.00 million went into the plan in contributions, $2.32 million of it from the employer (26%).
  • $31.9 million was paid out to participants.
  • Investment and other income added $20.3 million.
  • Administrative expenses were $122,800, about $111 per account.

How the H.w. Lochner Inc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019733$97.1 million$2.51 million$5.47 million
2020765$144.3 million$2.79 million$9.25 million
2021804$125.2 million$2.36 million$22.7 million
2022817$118.0 million$1.09 million$5.70 million
2023862$137.4 million$1.74 million$10.8 million
20241,043$151.1 million$2.32 million$31.9 million

H.w. Lochner Inc 401(k) Contact Information

Phone
800-353-3011
Mailing address
225 W. WASHINGTON STREET, CHICAGO IL 60606
Plan sponsor
H.W. LOCHNER, INC.
Employer identification number (EIN)
36-2338811
Plan number
001

Questions about the H.w. Lochner Inc 401(k)

Does H.w. Lochner Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.32 million, 26% of all contributions.

Does the H.w. Lochner Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the H.w. Lochner Inc 401(k) plan?

1,043 participants at the start of plan year 2024, 797 of them active employees, and 331 former employees who still had money in the plan.

What is the average 401(k) balance at H.w. Lochner Inc?

About $137,087 per account: $151.1 million in plan assets across 1,102 accounts with a balance at the end of plan year 2024.

Who manages the H.w. Lochner Inc 401(k) accounts?

Voya Financial (listed on the filing as VOYA RETIREMENT INSUR AND ANNUITY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at H.w. Lochner Inc. How do I access my 401(k)?

Your account stays with Voya Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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