Money Purchase · DOL Form 5500 · 2022
Loberg & Loberg Money Purchase Plan
Data updated 2026-08-11
- $1M
- Total assets
- 8
- Participants
- 29th
- Percentile by assets
- $183,396
- Avg per participant
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.
- 29th percentile by assets (of 139,126 plans)
- #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.
- $1M
- total plan assets (2022 EOY)
- 8
- covered participants
- 29th
- percentile by assets (of 139,126 plans)
- $183,396
- avg assets per participant
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 across 3 plan years on file
Across the 3 plan years Loberg & Loberg has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $6M, a gain of 52.6%, while reported participants moved from 15 to 18 (+20.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($4M).
Loberg & Loberg multi-year asset trail
| 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 EIN | 475575982 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,253
- Telephone and Data Systems, Inc. Pension Plan $414M · 5,694
- Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan $374M · 1,715
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $235M · 9,656
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,778
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Loberg & Loberg Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Loberg & Loberg Money Purchase Plan assets move in 2022? ▼
How have Loberg & Loberg plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Loberg & Loberg Money Purchase Plan? ▼
Next read for Loberg & Loberg Money Purchase Plan
Multi-year trail
Ways to act on Loberg & Loberg Money Purchase Plan's numbers.
- By total assets, Loberg & Loberg Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Loberg & Loberg's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans