Locke Supply Co.ESOP
LOCKE SUPPLY CO. EMPLOYEE STOCK OWNERSHIP PLAN · OKLAHOMA CITY, OK · plan year 2023
Locke Supply Co.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $242,790,947 across 1,303 participant accounts, with employer contributions averaging $10,840 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 34th-largest of 724 plans among Oklahoma employers on file, and the 196th of 4,246 in wholesale trade. active participation has grown from 993 to 1,107 since 2022.
Locke Supply Co.'s 2023 employer contribution ran above the $3,659 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 730689366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.