Civic Intelligence

Lockwood, Jones & Beals Inc.

Plan context: Ljb Inc. Employee Retirement Plan

EIN 31-1120919 • Miamisburg, OH • 53 filings • 11 plans

2500 Newmark DrMiamisburg, OH 45342-5407
Current Snapshot

Latest Year

2025

2025 Participants

255

2025 Assets

$47,922,626

2025 Contributions

$11,725,633

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$47,922,626$23,961,313$0199920122024YearValue
$47,922,626Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2951480199920122025YearValue
255Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251255$0$0-
Ljb Inc. Health & Welfare Benefit Plan-255---
20242295$47,922,626$11,725,633$39,748iApproximate average salary by contribution assumption: employee only about $993,698 at 4% or $662,465 at 6%; with 50% employer match about $662,465 at 4% or $441,643 at 6%; with 100% employer match about $496,849 at 4% or $331,233 at 6%.
Ljb Inc. Employee Retirement Plan-295$47,922,626$11,725,633$39,748iApproximate average salary by contribution assumption: employee only about $993,698 at 4% or $662,465 at 6%; with 50% employer match about $662,465 at 4% or $441,643 at 6%; with 100% employer match about $496,849 at 4% or $331,233 at 6%.
Ljb Inc. Health & Welfare Benefit Plan-266---
20233198$38,228,444$3,349,561$16,917iApproximate average salary by contribution assumption: employee only about $422,924 at 4% or $281,950 at 6%; with 50% employer match about $281,950 at 4% or $187,966 at 6%; with 100% employer match about $211,462 at 4% or $140,975 at 6%.
Ljb Inc. Employee Retirement Plan-198$38,228,444$3,349,561$16,917iApproximate average salary by contribution assumption: employee only about $422,924 at 4% or $281,950 at 6%; with 50% employer match about $281,950 at 4% or $187,966 at 6%; with 100% employer match about $211,462 at 4% or $140,975 at 6%.
Ljb Inc. Health & Welfare Benefit Plan-188---
Lockwood, Jones & Beals Inc. Savings Plan & Trust-0$0$0-
20223181$32,791,939$2,227,083$12,304iApproximate average salary by contribution assumption: employee only about $307,608 at 4% or $205,072 at 6%; with 50% employer match about $205,072 at 4% or $136,715 at 6%; with 100% employer match about $153,804 at 4% or $102,536 at 6%.
Ljb Inc. Employee Retirement Plan-181$32,788,621$934,998$5,166iApproximate average salary by contribution assumption: employee only about $129,143 at 4% or $86,096 at 6%; with 50% employer match about $86,096 at 4% or $57,397 at 6%; with 100% employer match about $64,572 at 4% or $43,048 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-47$3,318$1,292,085$27,491iApproximate average salary by contribution assumption: employee only about $687,279 at 4% or $458,186 at 6%; with 50% employer match about $458,186 at 4% or $305,457 at 6%; with 100% employer match about $343,640 at 4% or $229,093 at 6%.
Ljb Inc. Health & Welfare Benefit Plan-179---
20213155$38,814,267$2,909,426$18,770iApproximate average salary by contribution assumption: employee only about $469,262 at 4% or $312,842 at 6%; with 50% employer match about $312,842 at 4% or $208,561 at 6%; with 100% employer match about $234,631 at 4% or $156,421 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-155$38,814,267$2,909,426$18,770iApproximate average salary by contribution assumption: employee only about $469,262 at 4% or $312,842 at 6%; with 50% employer match about $312,842 at 4% or $208,561 at 6%; with 100% employer match about $234,631 at 4% or $156,421 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-0---
Ljb Inc. Health, Dental, Vision Plan-0---
20203137$25,950,156$1,637,562$11,953iApproximate average salary by contribution assumption: employee only about $298,825 at 4% or $199,217 at 6%; with 50% employer match about $199,217 at 4% or $132,811 at 6%; with 100% employer match about $149,413 at 4% or $99,608 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-137$25,950,156$1,637,562$11,953iApproximate average salary by contribution assumption: employee only about $298,825 at 4% or $199,217 at 6%; with 50% employer match about $199,217 at 4% or $132,811 at 6%; with 100% employer match about $149,413 at 4% or $99,608 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-137---
Ljb Inc. Health, Dental, Vision Plan-112---
20192158$20,737,523$1,901,081$12,032iApproximate average salary by contribution assumption: employee only about $300,804 at 4% or $200,536 at 6%; with 50% employer match about $200,536 at 4% or $133,691 at 6%; with 100% employer match about $150,402 at 4% or $100,268 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-158$20,737,523$1,901,081$12,032iApproximate average salary by contribution assumption: employee only about $300,804 at 4% or $200,536 at 6%; with 50% employer match about $200,536 at 4% or $133,691 at 6%; with 100% employer match about $150,402 at 4% or $100,268 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-131---
20182126$18,252,756$1,740,465$13,813iApproximate average salary by contribution assumption: employee only about $345,330 at 4% or $230,220 at 6%; with 50% employer match about $230,220 at 4% or $153,480 at 6%; with 100% employer match about $172,665 at 4% or $115,110 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-126$18,252,756$1,740,465$13,813iApproximate average salary by contribution assumption: employee only about $345,330 at 4% or $230,220 at 6%; with 50% employer match about $230,220 at 4% or $153,480 at 6%; with 100% employer match about $172,665 at 4% or $115,110 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-104---
20171122$18,692,679$1,107,938$9,081iApproximate average salary by contribution assumption: employee only about $227,036 at 4% or $151,358 at 6%; with 50% employer match about $151,358 at 4% or $100,905 at 6%; with 100% employer match about $113,518 at 4% or $75,679 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-122$18,692,679$1,107,938$9,081iApproximate average salary by contribution assumption: employee only about $227,036 at 4% or $151,358 at 6%; with 50% employer match about $151,358 at 4% or $100,905 at 6%; with 100% employer match about $113,518 at 4% or $75,679 at 6%.
2016196$17,736,815$855,815$8,915iApproximate average salary by contribution assumption: employee only about $222,868 at 4% or $148,579 at 6%; with 50% employer match about $148,579 at 4% or $99,053 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-96$17,736,815$855,815$8,915iApproximate average salary by contribution assumption: employee only about $222,868 at 4% or $148,579 at 6%; with 50% employer match about $148,579 at 4% or $99,053 at 6%; with 100% employer match about $111,434 at 4% or $74,289 at 6%.
20151104$19,657,095$913,641$8,785iApproximate average salary by contribution assumption: employee only about $219,625 at 4% or $146,417 at 6%; with 50% employer match about $146,417 at 4% or $97,611 at 6%; with 100% employer match about $109,813 at 4% or $73,208 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-104$19,657,095$913,641$8,785iApproximate average salary by contribution assumption: employee only about $219,625 at 4% or $146,417 at 6%; with 50% employer match about $146,417 at 4% or $97,611 at 6%; with 100% employer match about $109,813 at 4% or $73,208 at 6%.
20142117$37,649,716$2,414,168$20,634iApproximate average salary by contribution assumption: employee only about $515,848 at 4% or $343,899 at 6%; with 50% employer match about $343,899 at 4% or $229,266 at 6%; with 100% employer match about $257,924 at 4% or $171,949 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-117$19,502,245$1,468,675$12,553iApproximate average salary by contribution assumption: employee only about $313,819 at 4% or $209,213 at 6%; with 50% employer match about $209,213 at 4% or $139,475 at 6%; with 100% employer match about $156,910 at 4% or $104,606 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-117$18,147,471$945,493$8,081iApproximate average salary by contribution assumption: employee only about $202,028 at 4% or $134,686 at 6%; with 50% employer match about $134,686 at 4% or $89,790 at 6%; with 100% employer match about $101,014 at 4% or $67,343 at 6%.
20132105$35,688,498$2,433,328$23,175iApproximate average salary by contribution assumption: employee only about $579,364 at 4% or $386,243 at 6%; with 50% employer match about $386,243 at 4% or $257,495 at 6%; with 100% employer match about $289,682 at 4% or $193,121 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-105$18,214,674$1,216,664$11,587iApproximate average salary by contribution assumption: employee only about $289,682 at 4% or $193,121 at 6%; with 50% employer match about $193,121 at 4% or $128,748 at 6%; with 100% employer match about $144,841 at 4% or $96,561 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-105$17,473,824$1,216,664$11,587iApproximate average salary by contribution assumption: employee only about $289,682 at 4% or $193,121 at 6%; with 50% employer match about $193,121 at 4% or $128,748 at 6%; with 100% employer match about $144,841 at 4% or $96,561 at 6%.
2012199$15,846,293$703,874$7,110iApproximate average salary by contribution assumption: employee only about $177,746 at 4% or $118,497 at 6%; with 50% employer match about $118,497 at 4% or $78,998 at 6%; with 100% employer match about $88,873 at 4% or $59,249 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-99$15,846,293$703,874$7,110iApproximate average salary by contribution assumption: employee only about $177,746 at 4% or $118,497 at 6%; with 50% employer match about $118,497 at 4% or $78,998 at 6%; with 100% employer match about $88,873 at 4% or $59,249 at 6%.
20111105$13,656,607$520,910$4,961iApproximate average salary by contribution assumption: employee only about $124,026 at 4% or $82,684 at 6%; with 50% employer match about $82,684 at 4% or $55,123 at 6%; with 100% employer match about $62,013 at 4% or $41,342 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-105$13,656,607$520,910$4,961iApproximate average salary by contribution assumption: employee only about $124,026 at 4% or $82,684 at 6%; with 50% employer match about $82,684 at 4% or $55,123 at 6%; with 100% employer match about $62,013 at 4% or $41,342 at 6%.
20102101$14,251,122$608,467$6,024iApproximate average salary by contribution assumption: employee only about $150,611 at 4% or $100,407 at 6%; with 50% employer match about $100,407 at 4% or $66,938 at 6%; with 100% employer match about $75,305 at 4% or $50,204 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-101$14,251,122$608,467$6,024iApproximate average salary by contribution assumption: employee only about $150,611 at 4% or $100,407 at 6%; with 50% employer match about $100,407 at 4% or $66,938 at 6%; with 100% employer match about $75,305 at 4% or $50,204 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-87---
20092123$13,166,593$936,672$7,615iApproximate average salary by contribution assumption: employee only about $190,380 at 4% or $126,920 at 6%; with 50% employer match about $126,920 at 4% or $84,614 at 6%; with 100% employer match about $95,190 at 4% or $63,460 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-123$13,166,593$936,672$7,615iApproximate average salary by contribution assumption: employee only about $190,380 at 4% or $126,920 at 6%; with 50% employer match about $126,920 at 4% or $84,614 at 6%; with 100% employer match about $95,190 at 4% or $63,460 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-108---
20082149$11,168,172$807,655$5,421iApproximate average salary by contribution assumption: employee only about $135,513 at 4% or $90,342 at 6%; with 50% employer match about $90,342 at 4% or $60,228 at 6%; with 100% employer match about $67,756 at 4% or $45,171 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-149$11,168,172$807,655$5,421iApproximate average salary by contribution assumption: employee only about $135,513 at 4% or $90,342 at 6%; with 50% employer match about $90,342 at 4% or $60,228 at 6%; with 100% employer match about $67,756 at 4% or $45,171 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-108---
20072161$13,948,573$1,533,202$9,523iApproximate average salary by contribution assumption: employee only about $238,075 at 4% or $158,717 at 6%; with 50% employer match about $158,717 at 4% or $105,811 at 6%; with 100% employer match about $119,037 at 4% or $79,358 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-161$13,948,573$1,533,202$9,523iApproximate average salary by contribution assumption: employee only about $238,075 at 4% or $158,717 at 6%; with 50% employer match about $158,717 at 4% or $105,811 at 6%; with 100% employer match about $119,037 at 4% or $79,358 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-129---
20062155$13,279,101$1,663,396$10,732iApproximate average salary by contribution assumption: employee only about $268,290 at 4% or $178,860 at 6%; with 50% employer match about $178,860 at 4% or $119,240 at 6%; with 100% employer match about $134,145 at 4% or $89,430 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-155$13,279,101$1,663,396$10,732iApproximate average salary by contribution assumption: employee only about $268,290 at 4% or $178,860 at 6%; with 50% employer match about $178,860 at 4% or $119,240 at 6%; with 100% employer match about $134,145 at 4% or $89,430 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-126---
20052149$14,455,289$1,435,171$9,632iApproximate average salary by contribution assumption: employee only about $240,801 at 4% or $160,534 at 6%; with 50% employer match about $160,534 at 4% or $107,022 at 6%; with 100% employer match about $120,400 at 4% or $80,267 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-149$14,455,289$1,435,171$9,632iApproximate average salary by contribution assumption: employee only about $240,801 at 4% or $160,534 at 6%; with 50% employer match about $160,534 at 4% or $107,022 at 6%; with 100% employer match about $120,400 at 4% or $80,267 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-122---
20042183$12,890,325$1,440,240$7,870iApproximate average salary by contribution assumption: employee only about $196,754 at 4% or $131,169 at 6%; with 50% employer match about $131,169 at 4% or $87,446 at 6%; with 100% employer match about $98,377 at 4% or $65,585 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-183$12,890,325$1,440,240$7,870iApproximate average salary by contribution assumption: employee only about $196,754 at 4% or $131,169 at 6%; with 50% employer match about $131,169 at 4% or $87,446 at 6%; with 100% employer match about $98,377 at 4% or $65,585 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-155---
20033180$11,280,210$944,921$5,250iApproximate average salary by contribution assumption: employee only about $131,239 at 4% or $87,493 at 6%; with 50% employer match about $87,493 at 4% or $58,328 at 6%; with 100% employer match about $65,620 at 4% or $43,746 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-180$11,280,210$944,921$5,250iApproximate average salary by contribution assumption: employee only about $131,239 at 4% or $87,493 at 6%; with 50% employer match about $87,493 at 4% or $58,328 at 6%; with 100% employer match about $65,620 at 4% or $43,746 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-157---
Ljb Inc. Health, Dental, Vision Plan-157---
20023186$9,519,711$802,281$4,313iApproximate average salary by contribution assumption: employee only about $107,833 at 4% or $71,889 at 6%; with 50% employer match about $71,889 at 4% or $47,926 at 6%; with 100% employer match about $53,917 at 4% or $35,944 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-186$9,519,711$802,281$4,313iApproximate average salary by contribution assumption: employee only about $107,833 at 4% or $71,889 at 6%; with 50% employer match about $71,889 at 4% or $47,926 at 6%; with 100% employer match about $53,917 at 4% or $35,944 at 6%.
Ljb Inc. Health, Dental, Vision Plan-162---
Lockwood, Jones & Beals Inc. Employee Benefits Program-168---
20012186$11,056,933$898,266$4,829iApproximate average salary by contribution assumption: employee only about $120,735 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,367 at 4% or $40,245 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-186$11,056,933$898,266$4,829iApproximate average salary by contribution assumption: employee only about $120,735 at 4% or $80,490 at 6%; with 50% employer match about $80,490 at 4% or $53,660 at 6%; with 100% employer match about $60,367 at 4% or $40,245 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-146---
20001203$11,477,730$1,264,324$6,228iApproximate average salary by contribution assumption: employee only about $155,705 at 4% or $103,803 at 6%; with 50% employer match about $103,803 at 4% or $69,202 at 6%; with 100% employer match about $77,852 at 4% or $51,902 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-203$11,477,730$1,264,324$6,228iApproximate average salary by contribution assumption: employee only about $155,705 at 4% or $103,803 at 6%; with 50% employer match about $103,803 at 4% or $69,202 at 6%; with 100% employer match about $77,852 at 4% or $51,902 at 6%.
19992173$11,222,435$941,729$5,444iApproximate average salary by contribution assumption: employee only about $136,088 at 4% or $90,725 at 6%; with 50% employer match about $90,725 at 4% or $60,484 at 6%; with 100% employer match about $68,044 at 4% or $45,363 at 6%.
Lockwood, Jones & Beals Inc. Savings Plan & Trust-152$11,222,435$941,729$6,196iApproximate average salary by contribution assumption: employee only about $154,890 at 4% or $103,260 at 6%; with 50% employer match about $103,260 at 4% or $68,840 at 6%; with 100% employer match about $77,445 at 4% or $51,630 at 6%.
Lockwood, Jones & Beals Inc. Employee Benefits Program-173---