Current Snapshot
Latest Year
2024
2024 Participants
7,058
2024 Assets
$1,397,582,709
2024 Contributions
$160,162,482
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 7,058 | $1,397,582,709 | $160,162,482 | $22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,206 at 6%; with 50% employer match about $378,206 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%. |
| Lockton Inc. 401(K) Plan | - | 7,058 | $1,397,582,709 | $160,162,482 | $22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,206 at 6%; with 50% employer match about $378,206 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 6,888 | - | - | - |
| 2023 | 2 | 6,764 | $1,204,144,442 | $147,006,393 | $21,734iApproximate average salary by contribution assumption: employee only about $543,341 at 4% or $362,227 at 6%; with 50% employer match about $362,227 at 4% or $241,485 at 6%; with 100% employer match about $271,671 at 4% or $181,114 at 6%. |
| Lockton Inc. 401(K) Plan | - | 6,764 | $1,204,144,442 | $147,006,393 | $21,734iApproximate average salary by contribution assumption: employee only about $543,341 at 4% or $362,227 at 6%; with 50% employer match about $362,227 at 4% or $241,485 at 6%; with 100% employer match about $271,671 at 4% or $181,114 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 6,655 | - | - | - |
| 2022 | 2 | 11,820 | $997,829,167 | $129,544,742 | $10,960iApproximate average salary by contribution assumption: employee only about $273,995 at 4% or $182,663 at 6%; with 50% employer match about $182,663 at 4% or $121,775 at 6%; with 100% employer match about $136,997 at 4% or $91,332 at 6%. |
| Lockton Inc. 401(K) Plan | - | 6,196 | $997,829,167 | $129,544,742 | $20,908iApproximate average salary by contribution assumption: employee only about $522,695 at 4% or $348,463 at 6%; with 50% employer match about $348,463 at 4% or $232,309 at 6%; with 100% employer match about $261,348 at 4% or $174,232 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 11,820 | - | - | - |
| 2021 | 2 | 10,864 | $1,130,437,476 | $113,019,427 | $10,403iApproximate average salary by contribution assumption: employee only about $260,078 at 4% or $173,385 at 6%; with 50% employer match about $173,385 at 4% or $115,590 at 6%; with 100% employer match about $130,039 at 4% or $86,693 at 6%. |
| Lockton Inc. 401(K) Plan | - | 5,531 | $1,130,437,476 | $113,019,427 | $20,434iApproximate average salary by contribution assumption: employee only about $510,845 at 4% or $340,564 at 6%; with 50% employer match about $340,564 at 4% or $227,042 at 6%; with 100% employer match about $255,423 at 4% or $170,282 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 10,864 | - | - | - |
| 2020 | 2 | 10,082 | $972,076,615 | $99,614,772 | $9,880iApproximate average salary by contribution assumption: employee only about $247,011 at 4% or $164,674 at 6%; with 50% employer match about $164,674 at 4% or $109,783 at 6%; with 100% employer match about $123,506 at 4% or $82,337 at 6%. |
| Lockton Inc. 401(K) Plan | - | 5,107 | $972,076,615 | $99,614,772 | $19,506iApproximate average salary by contribution assumption: employee only about $487,638 at 4% or $325,092 at 6%; with 50% employer match about $325,092 at 4% or $216,728 at 6%; with 100% employer match about $243,819 at 4% or $162,546 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 10,082 | - | - | - |
| 2019 | 2 | 9,748 | $809,337,524 | $84,340,621 | $8,652iApproximate average salary by contribution assumption: employee only about $216,302 at 4% or $144,202 at 6%; with 50% employer match about $144,202 at 4% or $96,134 at 6%; with 100% employer match about $108,151 at 4% or $72,101 at 6%. |
| Lockton Inc. 401(K) Plan | - | 4,877 | $809,337,524 | $84,340,621 | $17,294iApproximate average salary by contribution assumption: employee only about $432,339 at 4% or $288,226 at 6%; with 50% employer match about $288,226 at 4% or $192,151 at 6%; with 100% employer match about $216,169 at 4% or $144,113 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 9,748 | - | - | - |
| 2018 | 2 | 4,583 | $642,245,960 | $75,088,043 | $16,384iApproximate average salary by contribution assumption: employee only about $409,601 at 4% or $273,067 at 6%; with 50% employer match about $273,067 at 4% or $182,045 at 6%; with 100% employer match about $204,800 at 4% or $136,534 at 6%. |
| Lockton Inc. 401(K) Plan | - | 4,505 | $642,245,960 | $75,088,043 | $16,668iApproximate average salary by contribution assumption: employee only about $416,693 at 4% or $277,795 at 6%; with 50% employer match about $277,795 at 4% or $185,197 at 6%; with 100% employer match about $208,346 at 4% or $138,898 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 4,583 | - | - | - |
| 2017 | 2 | 4,221 | $652,182,284 | $68,243,011 | $16,167iApproximate average salary by contribution assumption: employee only about $404,187 at 4% or $269,458 at 6%; with 50% employer match about $269,458 at 4% or $179,639 at 6%; with 100% employer match about $202,094 at 4% or $134,729 at 6%. |
| Lockton Inc. 401(K) Plan | - | 4,221 | $652,182,284 | $68,243,011 | $16,167iApproximate average salary by contribution assumption: employee only about $404,187 at 4% or $269,458 at 6%; with 50% employer match about $269,458 at 4% or $179,639 at 6%; with 100% employer match about $202,094 at 4% or $134,729 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 4,198 | - | - | - |
| 2016 | 2 | 4,002 | $537,680,570 | $68,252,233 | $17,055iApproximate average salary by contribution assumption: employee only about $426,363 at 4% or $284,242 at 6%; with 50% employer match about $284,242 at 4% or $189,495 at 6%; with 100% employer match about $213,182 at 4% or $142,121 at 6%. |
| Lockton Inc. 401(K) Plan | - | 4,002 | $537,680,570 | $68,252,233 | $17,055iApproximate average salary by contribution assumption: employee only about $426,363 at 4% or $284,242 at 6%; with 50% employer match about $284,242 at 4% or $189,495 at 6%; with 100% employer match about $213,182 at 4% or $142,121 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 3,434 | - | - | - |
| 2015 | 2 | 3,726 | $468,291,429 | $64,375,350 | $17,277iApproximate average salary by contribution assumption: employee only about $431,933 at 4% or $287,956 at 6%; with 50% employer match about $287,956 at 4% or $191,970 at 6%; with 100% employer match about $215,967 at 4% or $143,978 at 6%. |
| Lockton Inc. 401(K) Plan | - | 3,726 | $468,291,429 | $64,375,350 | $17,277iApproximate average salary by contribution assumption: employee only about $431,933 at 4% or $287,956 at 6%; with 50% employer match about $287,956 at 4% or $191,970 at 6%; with 100% employer match about $215,967 at 4% or $143,978 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 3,139 | - | - | - |
| 2014 | 2 | 3,493 | $438,749,249 | $55,950,604 | $16,018iApproximate average salary by contribution assumption: employee only about $400,448 at 4% or $266,965 at 6%; with 50% employer match about $266,965 at 4% or $177,977 at 6%; with 100% employer match about $200,224 at 4% or $133,483 at 6%. |
| Lockton Inc. 401(K) Plan | - | 3,493 | $438,749,249 | $55,950,604 | $16,018iApproximate average salary by contribution assumption: employee only about $400,448 at 4% or $266,965 at 6%; with 50% employer match about $266,965 at 4% or $177,977 at 6%; with 100% employer match about $200,224 at 4% or $133,483 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 2,880 | - | - | - |
| 2013 | 2 | 3,200 | $389,611,389 | $41,204,814 | $12,877iApproximate average salary by contribution assumption: employee only about $321,913 at 4% or $214,608 at 6%; with 50% employer match about $214,608 at 4% or $143,072 at 6%; with 100% employer match about $160,956 at 4% or $107,304 at 6%. |
| Lockton Inc. 401(K) Plan | - | 3,200 | $389,611,389 | $41,204,814 | $12,877iApproximate average salary by contribution assumption: employee only about $321,913 at 4% or $214,608 at 6%; with 50% employer match about $214,608 at 4% or $143,072 at 6%; with 100% employer match about $160,956 at 4% or $107,304 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 2,644 | - | - | - |
| 2012 | 2 | 2,952 | $307,078,078 | $36,998,713 | $12,533iApproximate average salary by contribution assumption: employee only about $313,336 at 4% or $208,891 at 6%; with 50% employer match about $208,891 at 4% or $139,260 at 6%; with 100% employer match about $156,668 at 4% or $104,445 at 6%. |
| Lockton Inc. 401(K) Plan | - | 2,952 | $307,078,078 | $36,998,713 | $12,533iApproximate average salary by contribution assumption: employee only about $313,336 at 4% or $208,891 at 6%; with 50% employer match about $208,891 at 4% or $139,260 at 6%; with 100% employer match about $156,668 at 4% or $104,445 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 2,420 | - | - | - |
| 2011 | 2 | 5,491 | $251,572,052 | $33,160,353 | $6,039iApproximate average salary by contribution assumption: employee only about $150,976 at 4% or $100,651 at 6%; with 50% employer match about $100,651 at 4% or $67,100 at 6%; with 100% employer match about $75,488 at 4% or $50,325 at 6%. |
| Lockton Inc. 401(K) Plan | - | 2,713 | $251,572,052 | $33,160,353 | $12,223iApproximate average salary by contribution assumption: employee only about $305,569 at 4% or $203,713 at 6%; with 50% employer match about $203,713 at 4% or $135,808 at 6%; with 100% employer match about $152,785 at 4% or $101,856 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 5,491 | - | - | - |
| 2010 | 2 | 5,359 | $237,065,428 | $29,867,697 | $5,573iApproximate average salary by contribution assumption: employee only about $139,334 at 4% or $92,890 at 6%; with 50% employer match about $92,890 at 4% or $61,926 at 6%; with 100% employer match about $69,667 at 4% or $46,445 at 6%. |
| Lockton Inc. 401(K) Plan | - | 2,533 | $237,065,428 | $29,867,697 | $11,791iApproximate average salary by contribution assumption: employee only about $294,786 at 4% or $196,524 at 6%; with 50% employer match about $196,524 at 4% or $131,016 at 6%; with 100% employer match about $147,393 at 4% or $98,262 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 5,359 | - | - | - |
| 2009 | 2 | 5,202 | $193,971,042 | $28,548,600 | $5,488iApproximate average salary by contribution assumption: employee only about $137,200 at 4% or $91,467 at 6%; with 50% employer match about $91,467 at 4% or $60,978 at 6%; with 100% employer match about $68,600 at 4% or $45,733 at 6%. |
| Lockton Inc. 401(K) Plan | - | 2,429 | $193,971,042 | $28,548,600 | $11,753iApproximate average salary by contribution assumption: employee only about $293,831 at 4% or $195,887 at 6%; with 50% employer match about $195,887 at 4% or $130,591 at 6%; with 100% employer match about $146,915 at 4% or $97,944 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 5,202 | - | - | - |
| 2008 | 2 | 2,469 | $137,082,770 | $0 | - |
| Lockton Inc. 401(K) Plan | - | 2,469 | $137,082,770 | - | - |
| Lockton Inc. Welfare Benefit Plan | - | 2,344 | - | - | - |
| 2007 | 2 | 2,354 | $172,431,210 | $26,993,360 | $11,467iApproximate average salary by contribution assumption: employee only about $286,675 at 4% or $191,117 at 6%; with 50% employer match about $191,117 at 4% or $127,411 at 6%; with 100% employer match about $143,338 at 4% or $95,558 at 6%. |
| Lockton Inc. 401(K) Plan | - | 2,354 | $172,431,210 | $26,993,360 | $11,467iApproximate average salary by contribution assumption: employee only about $286,675 at 4% or $191,117 at 6%; with 50% employer match about $191,117 at 4% or $127,411 at 6%; with 100% employer match about $143,338 at 4% or $95,558 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 2,180 | - | - | - |
| 2006 | 4 | 1,983 | $111,703,397 | $37,569,327 | $18,946iApproximate average salary by contribution assumption: employee only about $473,643 at 4% or $315,762 at 6%; with 50% employer match about $315,762 at 4% or $210,508 at 6%; with 100% employer match about $236,821 at 4% or $157,881 at 6%. |
| Lockton Inc. 401(K) Plan | - | 1,983 | $111,361,730 | $22,078,066 | $11,134iApproximate average salary by contribution assumption: employee only about $278,342 at 4% or $185,561 at 6%; with 50% employer match about $185,561 at 4% or $123,707 at 6%; with 100% employer match about $139,171 at 4% or $92,781 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 1,711 | $341,667 | $15,491,261 | $9,054iApproximate average salary by contribution assumption: employee only about $226,348 at 4% or $150,899 at 6%; with 50% employer match about $150,899 at 4% or $100,599 at 6%; with 100% employer match about $113,174 at 4% or $75,449 at 6%. |
| LOCKTON, INC. SUPPLEMENTAL LONG TERM DISABILITY PLAN | - | 0 | - | - | - |
| LOCKTON, INC. GROUP VARIABLE UNIVERSAL LIFE PLAN | - | 0 | - | - | - |
| 2005 | 2 | 1,731 | $83,140,136 | $27,573,024 | $15,929iApproximate average salary by contribution assumption: employee only about $398,224 at 4% or $265,483 at 6%; with 50% employer match about $265,483 at 4% or $176,988 at 6%; with 100% employer match about $199,112 at 4% or $132,741 at 6%. |
| Lockton Inc. 401(K) Plan | - | 1,731 | $82,839,314 | $15,546,057 | $8,981iApproximate average salary by contribution assumption: employee only about $224,524 at 4% or $149,683 at 6%; with 50% employer match about $149,683 at 4% or $99,789 at 6%; with 100% employer match about $112,262 at 4% or $74,841 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 1,304 | $300,822 | $12,026,967 | $9,223iApproximate average salary by contribution assumption: employee only about $230,578 at 4% or $153,719 at 6%; with 50% employer match about $153,719 at 4% or $102,479 at 6%; with 100% employer match about $115,289 at 4% or $76,859 at 6%. |
| 2004 | 6 | 1,723 | $67,082,406 | $27,409,654 | $15,908iApproximate average salary by contribution assumption: employee only about $397,702 at 4% or $265,135 at 6%; with 50% employer match about $265,135 at 4% or $176,757 at 6%; with 100% employer match about $198,851 at 4% or $132,567 at 6%. |
| Lockton Inc. 401(K) Plan | - | 1,564 | $65,219,855 | $15,762,823 | $10,079iApproximate average salary by contribution assumption: employee only about $251,963 at 4% or $167,976 at 6%; with 50% employer match about $167,976 at 4% or $111,984 at 6%; with 100% employer match about $125,982 at 4% or $83,988 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 1,179 | $1,862,551 | $11,646,831 | $9,879iApproximate average salary by contribution assumption: employee only about $246,964 at 4% or $164,643 at 6%; with 50% employer match about $164,643 at 4% or $109,762 at 6%; with 100% employer match about $123,482 at 4% or $82,321 at 6%. |
| LOCKTON COMPANIES, INC. LIFE PLAN | - | 0 | - | - | - |
| LOCKTON COMPANIES, INC. FLEXIBLE BENEFITS PLAN | - | 537 | - | - | - |
| LOCKTON COMPANIES, INC. DISABILITY PLAN | - | 1,723 | - | - | - |
| LOCKTON COMPANIES, INC. TRAVEL ACCIDENT PLAN | - | 1,723 | - | - | - |
| 2003 | 9 | 1,645 | $118,118,094 | $27,879,322 | $16,948iApproximate average salary by contribution assumption: employee only about $423,698 at 4% or $282,465 at 6%; with 50% employer match about $282,465 at 4% or $188,310 at 6%; with 100% employer match about $211,849 at 4% or $141,233 at 6%. |
| LOCKTON, INC. MASTER TRUST | - | 0 | $56,609,960 | - | - |
| Lockton Inc. 401(K) Plan | - | 1,639 | $51,709,232 | $10,535,816 | $6,428iApproximate average salary by contribution assumption: employee only about $160,705 at 4% or $107,137 at 6%; with 50% employer match about $107,137 at 4% or $71,424 at 6%; with 100% employer match about $80,352 at 4% or $53,568 at 6%. |
| LOCKTON ASSOCIATES SUPPLEMENTAL RETIREMENT PLAN | - | 837 | $7,242,452 | $1,380,036 | $1,649iApproximate average salary by contribution assumption: employee only about $41,220 at 4% or $27,480 at 6%; with 50% employer match about $27,480 at 4% or $18,320 at 6%; with 100% employer match about $20,610 at 4% or $13,740 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 1,433 | $1,278,225 | $7,981,735 | $5,570iApproximate average salary by contribution assumption: employee only about $139,249 at 4% or $92,832 at 6%; with 50% employer match about $92,832 at 4% or $61,888 at 6%; with 100% employer match about $69,624 at 4% or $46,416 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 1,433 | $1,278,225 | $7,981,735 | $5,570iApproximate average salary by contribution assumption: employee only about $139,249 at 4% or $92,832 at 6%; with 50% employer match about $92,832 at 4% or $61,888 at 6%; with 100% employer match about $69,624 at 4% or $46,416 at 6%. |
| LOCKTON COMPANIES, INC. DISABILITY PLAN | - | 1,645 | - | - | - |
| LOCKTON COMPANIES, INC. FLEXIBLE BENEFITS PLAN | - | 495 | - | - | - |
| LOCKTON COMPANIES, INC. LIFE PLAN | - | 1,645 | - | - | - |
| LOCKTON COMPANIES, INC. TRAVEL ACCIDENT PLAN | - | 1,645 | - | - | - |
| 2002 | 4 | 1,211 | $78,156,634 | $17,890,408 | $14,773iApproximate average salary by contribution assumption: employee only about $369,331 at 4% or $246,221 at 6%; with 50% employer match about $246,221 at 4% or $164,147 at 6%; with 100% employer match about $184,666 at 4% or $123,110 at 6%. |
| LOCKTON, INC. MASTER TRUST | - | 0 | $38,122,754 | - | - |
| Lockton Inc. 401(K) Plan | - | 781 | $33,867,968 | $9,165,489 | $11,736iApproximate average salary by contribution assumption: employee only about $293,390 at 4% or $195,593 at 6%; with 50% employer match about $195,593 at 4% or $130,395 at 6%; with 100% employer match about $146,695 at 4% or $97,797 at 6%. |
| LOCKTON ASSOCIATES PENSION PLAN | - | 722 | $4,973,071 | $1,240,244 | $1,718iApproximate average salary by contribution assumption: employee only about $42,945 at 4% or $28,630 at 6%; with 50% employer match about $28,630 at 4% or $19,087 at 6%; with 100% employer match about $21,472 at 4% or $14,315 at 6%. |
| Lockton Inc. Welfare Benefit Plan | - | 1,211 | $1,192,841 | $7,484,675 | $6,181iApproximate average salary by contribution assumption: employee only about $154,514 at 4% or $103,010 at 6%; with 50% employer match about $103,010 at 4% or $68,673 at 6%; with 100% employer match about $77,257 at 4% or $51,505 at 6%. |