Lochinvar Corporation
Plan context: Lochinvar Profit Sharing Retirement Plan
EIN 62-1465249 • 64 filings • 8 plans
Current Snapshot
Latest Year
2013
2013 Participants
470
2013 Assets
$41,948,857
2013 Contributions
$2,810,372
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2013 | 4 | 470 | $41,948,857 | $2,810,372 | $5,980iApproximate average salary by contribution assumption: employee only about $149,488 at 4% or $99,659 at 6%; with 50% employer match about $99,659 at 4% or $66,439 at 6%; with 100% employer match about $74,744 at 4% or $49,829 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 465 | $41,948,857 | $2,810,372 | $6,044iApproximate average salary by contribution assumption: employee only about $151,095 at 4% or $100,730 at 6%; with 50% employer match about $100,730 at 4% or $67,153 at 6%; with 100% employer match about $75,548 at 4% or $50,365 at 6%. |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 470 | - | - | - |
| Lochinvar Group Disability Plan | - | 470 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 439 | - | - | - |
| 2012 | 4 | 456 | $33,430,419 | $2,796,772 | $6,133iApproximate average salary by contribution assumption: employee only about $153,332 at 4% or $102,221 at 6%; with 50% employer match about $102,221 at 4% or $68,147 at 6%; with 100% employer match about $76,666 at 4% or $51,111 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 444 | $33,430,419 | $2,796,772 | $6,299iApproximate average salary by contribution assumption: employee only about $157,476 at 4% or $104,984 at 6%; with 50% employer match about $104,984 at 4% or $69,989 at 6%; with 100% employer match about $78,738 at 4% or $52,492 at 6%. |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 456 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 426 | - | - | - |
| Lochinvar Group Disability Plan | - | 456 | - | - | - |
| 2011 | 4 | 422 | $28,919,934 | $3,443,348 | $8,160iApproximate average salary by contribution assumption: employee only about $203,990 at 4% or $135,993 at 6%; with 50% employer match about $135,993 at 4% or $90,662 at 6%; with 100% employer match about $101,995 at 4% or $67,997 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 418 | $28,919,934 | $3,443,348 | $8,238iApproximate average salary by contribution assumption: employee only about $205,942 at 4% or $137,295 at 6%; with 50% employer match about $137,295 at 4% or $91,530 at 6%; with 100% employer match about $102,971 at 4% or $68,647 at 6%. |
| Lochinvar Group Life and Medical Expense Plan | - | 399 | - | - | - |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 422 | - | - | - |
| Lochinvar Group Disability Plan | - | 422 | - | - | - |
| 2010 | 5 | 399 | $26,751,233 | $2,730,698 | $6,844iApproximate average salary by contribution assumption: employee only about $171,096 at 4% or $114,064 at 6%; with 50% employer match about $114,064 at 4% or $76,043 at 6%; with 100% employer match about $85,548 at 4% or $57,032 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 389 | $26,751,233 | $2,730,698 | $7,020iApproximate average salary by contribution assumption: employee only about $175,495 at 4% or $116,996 at 6%; with 50% employer match about $116,996 at 4% or $77,998 at 6%; with 100% employer match about $87,747 at 4% or $58,498 at 6%. |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 399 | - | - | - |
| LOCHINVAR POSTRETIREMENT MEDICAL PLAN | - | 2 | - | - | - |
| Lochinvar Group Disability Plan | - | 399 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 386 | - | - | - |
| 2009 | 5 | 400 | $22,238,952 | $2,365,809 | $5,915iApproximate average salary by contribution assumption: employee only about $147,863 at 4% or $98,575 at 6%; with 50% employer match about $98,575 at 4% or $65,717 at 6%; with 100% employer match about $73,932 at 4% or $49,288 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 389 | $22,238,952 | $2,365,809 | $6,082iApproximate average salary by contribution assumption: employee only about $152,044 at 4% or $101,363 at 6%; with 50% employer match about $101,363 at 4% or $67,575 at 6%; with 100% employer match about $76,022 at 4% or $50,681 at 6%. |
| LOCHINVAR POSTRETIREMENT MEDICAL PLAN | - | 2 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 381 | - | - | - |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 400 | - | - | - |
| Lochinvar Group Disability Plan | - | 400 | - | - | - |
| 2008 | 5 | 379 | $16,701,605 | $2,343,427 | $6,183iApproximate average salary by contribution assumption: employee only about $154,580 at 4% or $103,053 at 6%; with 50% employer match about $103,053 at 4% or $68,702 at 6%; with 100% employer match about $77,290 at 4% or $51,527 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 379 | $16,701,605 | $2,343,427 | $6,183iApproximate average salary by contribution assumption: employee only about $154,580 at 4% or $103,053 at 6%; with 50% employer match about $103,053 at 4% or $68,702 at 6%; with 100% employer match about $77,290 at 4% or $51,527 at 6%. |
| Lochinvar Group Disability Plan | - | 378 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 378 | - | - | - |
| LOCHINVAR POSTRETIREMENT MEDICAL PLAN | - | 0 | - | - | - |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 378 | - | - | - |
| 2007 | 5 | 388 | $22,113,987 | $2,021,792 | $5,211iApproximate average salary by contribution assumption: employee only about $130,270 at 4% or $86,847 at 6%; with 50% employer match about $86,847 at 4% or $57,898 at 6%; with 100% employer match about $65,135 at 4% or $43,423 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 368 | $22,113,987 | $2,021,792 | $5,494iApproximate average salary by contribution assumption: employee only about $137,350 at 4% or $91,567 at 6%; with 50% employer match about $91,567 at 4% or $61,044 at 6%; with 100% employer match about $68,675 at 4% or $45,783 at 6%. |
| Lochinvar Group Disability Plan | - | 367 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 367 | - | - | - |
| LOCHINVAR POSTRETIREMENT MEDICAL PLAN | - | 0 | - | - | - |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 388 | - | - | - |
| 2006 | 5 | 349 | $20,369,778 | $1,888,301 | $5,411iApproximate average salary by contribution assumption: employee only about $135,265 at 4% or $90,177 at 6%; with 50% employer match about $90,177 at 4% or $60,118 at 6%; with 100% employer match about $67,633 at 4% or $45,088 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 318 | $20,369,778 | $1,888,301 | $5,938iApproximate average salary by contribution assumption: employee only about $148,451 at 4% or $98,968 at 6%; with 50% employer match about $98,968 at 4% or $65,978 at 6%; with 100% employer match about $74,226 at 4% or $49,484 at 6%. |
| LOCHINVAR POSTRETIREMENT MEDICAL PLAN | - | 0 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 349 | - | - | - |
| LOCHINVAR EMPLOYEE LIFE AND AD&D PLAN | - | 349 | - | - | - |
| Lochinvar Group Disability Plan | - | 349 | - | - | - |
| 2005 | 5 | 342 | $17,896,026 | $2,064,069 | $6,035iApproximate average salary by contribution assumption: employee only about $150,882 at 4% or $100,588 at 6%; with 50% employer match about $100,588 at 4% or $67,059 at 6%; with 100% employer match about $75,441 at 4% or $50,294 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 331 | $17,896,026 | $2,064,069 | $6,236iApproximate average salary by contribution assumption: employee only about $155,896 at 4% or $103,931 at 6%; with 50% employer match about $103,931 at 4% or $69,287 at 6%; with 100% employer match about $77,948 at 4% or $51,965 at 6%. |
| Lochinvar Group Disability Plan | - | 338 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 317 | - | - | - |
| LOCHINVAR LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 342 | - | - | - |
| LOCHINVAR POSTRETIREMENT MEDICAL PLAN | - | 0 | - | - | - |
| 2004 | 5 | 345 | $15,431,446 | $125,862 | $365iApproximate average salary by contribution assumption: employee only about $9,120 at 4% or $6,080 at 6%; with 50% employer match about $6,080 at 4% or $4,054 at 6%; with 100% employer match about $4,560 at 4% or $3,040 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 339 | $15,431,446 | $125,862 | $371iApproximate average salary by contribution assumption: employee only about $9,282 at 4% or $6,188 at 6%; with 50% employer match about $6,188 at 4% or $4,125 at 6%; with 100% employer match about $4,641 at 4% or $3,094 at 6%. |
| LOCHNIVAR POSTRETIREMENT MEDICAL PLAN | - | 1 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 316 | - | - | - |
| Lochinvar Group Disability Plan | - | 345 | - | - | - |
| LOCHINVAR LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 344 | - | - | - |
| 2003 | 5 | 332 | $15,008,161 | $1,790,245 | $5,392iApproximate average salary by contribution assumption: employee only about $134,808 at 4% or $89,872 at 6%; with 50% employer match about $89,872 at 4% or $59,914 at 6%; with 100% employer match about $67,404 at 4% or $44,936 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 312 | $15,008,161 | $1,790,245 | $5,738iApproximate average salary by contribution assumption: employee only about $143,449 at 4% or $95,633 at 6%; with 50% employer match about $95,633 at 4% or $63,755 at 6%; with 100% employer match about $71,725 at 4% or $47,816 at 6%. |
| Lochinvar Group Disability Plan | - | 332 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 302 | - | - | - |
| LOCHINVAR LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT PLAN | - | 329 | - | - | - |
| LOCHNIVAR POSTRETIREMENT MEDICAL PLAN | - | 1 | - | - | - |
| 2002 | 4 | 344 | $12,774,177 | $1,635,769 | $4,755iApproximate average salary by contribution assumption: employee only about $118,879 at 4% or $79,252 at 6%; with 50% employer match about $79,252 at 4% or $52,835 at 6%; with 100% employer match about $59,439 at 4% or $39,626 at 6%. |
| Lochinvar Profit Sharing Retirement Plan | - | 317 | $12,774,177 | $1,635,769 | $5,160iApproximate average salary by contribution assumption: employee only about $129,004 at 4% or $86,003 at 6%; with 50% employer match about $86,003 at 4% or $57,335 at 6%; with 100% employer match about $64,502 at 4% or $43,001 at 6%. |
| LOCHNIVAR POSTRETIREMENT MEDICAL PLAN | - | 4 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 311 | - | - | - |
| Lochinvar Group Disability Plan | - | 344 | - | - | - |
| 2001 | 3 | 351 | $0 | $0 | - |
| Lochinvar Group Life and Medical Expense Plan | - | 324 | - | - | - |
| Lochinvar Group Disability Plan | - | 351 | - | - | - |
| Lochinvar Profit Sharing Retirement Plan | - | 347 | - | - | - |
| 2000 | 3 | 335 | $0 | $0 | - |
| Lochinvar Group Disability Plan | - | 335 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 328 | - | - | - |
| Lochinvar Profit Sharing Retirement Plan | - | 327 | - | - | - |
| 1999 | 2 | 329 | $0 | $0 | - |
| Lochinvar Group Disability Plan | - | 325 | - | - | - |
| Lochinvar Group Life and Medical Expense Plan | - | 329 | - | - | - |