Money Purchase · DOL Form 5500 · 2022

Loberg & Loberg Money Purchase Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
8
Participants Small participant base
29th
Percentile by assets National rank
$183,396
Avg per participant Above avg balance/head
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Official DOL plan name: Loberg & Loberg Money Purchase Plan · Sponsored by Loberg & Loberg · Wisconsin · Professional & Technical Services

$1M in assets, 8 participants

Loberg & Loberg's Loberg & Loberg Money Purchase Plan reported $1M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 29th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #5,550 in Professional & Technical Services (21,562 peers)

Loberg & Loberg multi-year trail

Loberg & Loberg's plans moved +52.6% in assets from 2022 to 2024; this filing shows Loberg & Loberg Money Purchase Plan at $1M / 8 participants.

#5,550
in Professional & Technical Services (21,562 peers)
-11.4%
assets change YoY

The plan reported a net loss of $188K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loberg & Loberg Money Purchase Plan among the smaller filed plans by assets

Loberg & Loberg Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,467,168 29th percentile higher than 29% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Loberg & Loberg Money Purchase Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loberg & Loberg Money Purchase Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 475575982 · Loberg & Loberg PY 2022 · Money Purchase

Loberg & Loberg Money Purchase Plan · $1M · 8 · 29th

  • BOOK $1M
  • VS-ST 8
  • BOY 29th
  • SCH Money Purchase
  • EBSA near Marc R. Levin, M.D. Keogh Plan
  • PART ind #5550

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Wisconsin →

Loberg & Loberg Money Purchase Plan in the asset neighbourhood

Loberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$1MMarc R. Levin, M.D. Keogh PlanMarc R. Levin, M.D. Keogh Pl…$1MG. H Graf Realty Corp - Money Purchase PlanG. H Graf Realty Corp - Mone…$1MRossmore Enterprises Money Purchase Pension PlanRossmore Enterprises Money P…$1MMary P. File Md Standard Prototype Money Purchase Pension Plan and TrustMary P. File Md Standard Pro…$1M
End-of-year total assets ($M) among Loberg & Loberg Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Loberg & Loberg multi-year asset trail

Sponsor-wide plan assets over time

All Loberg & Loberg plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.57506881596304% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.98M $6.07M ▲ +52.5%
Year Plans Participants Total Assets
2022 2 15 $4M
2023 2 18 $5M
2024 2 18 $6M

Loberg & Loberg filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$188K
Employer EIN475575982
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Loberg & Loberg Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Loberg & Loberg Money Purchase Plan, Total assets ($B): 0.001467168 · Participants: 8Loberg & Loberg Money Purchase PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.328108125 · Participants: 8253Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.414078062 · Participants: 5694Telephone and Data Systems, Inc. Pension PlanPlumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan, Total assets ($B): 0.374284863 · Participants: 1715Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.235050826 · Participants: 9656North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.13253267 · Participants: 2778Aspirus, Inc. Frozen 401(a) Plan
Loberg & Loberg Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Loberg & Loberg Money Purchase Plan side-by-side with 3 peers →

Loberg & Loberg Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Marc R. Levin, M.D. Keogh Plan in IL ($1M); by covered participants it is St John & St John Pension Plan in AL (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Loberg & Loberg Money Purchase Plan assets move in 2022? ▼
Loberg & Loberg Money Purchase Plan pulled back noticeably - down 11.4% during 2022, from $2M to $1M. Reported net income was -$188K.
How have Loberg & Loberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loberg & Loberg's sponsor-wide assets grew 52.6%, from $4M to $6M.
Which Money Purchase plans are similar in size to Loberg & Loberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Marc R. Levin, M.D. Keogh Plan in IL ($1M, 1 participant).
Which Money Purchase plans cover a similar participant headcount to Loberg & Loberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is St John & St John Pension Plan in AL (8 participants, $567K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475575982.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.