Money Purchase · DOL Form 5500 · 2022
John L. Loeb, Jr. Associates, Inc. Money Purchase Plan
Data updated 2026-08-11
- $76M
- Total assets
- 3
- Participants
- 91st
- Percentile by assets
- $25.5M
- Avg per participant
Official DOL plan name: John L. Loeb, Jr Associates, Inc. Employee Pension Plan · Sponsored by John L. Loeb, Jr. Associates, Inc. · New York · Professional & Technical Services
$76M in assets, 3 participants
John L. Loeb, Jr. Associates, Inc.'s John L. Loeb, Jr Associates, Inc. Employee Pension Plan reported $76M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #19,903 in Professional & Technical Services (21,562 peers)
Where John L. Loeb, Jr Associates, Inc. Employee Pension Plan sits by assets
John L. Loeb, Jr Associates, Inc. Employee Pension Plan sits in the top 10% of all filed plans by assets, $76M for 3 participants (~$25.5M/participant), down 24.1% in 2022.
- $76M
- total plan assets (2022 EOY)
- 3
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $25.5M
- avg assets per participant
The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
John L. Loeb, Jr Associates, Inc. Employee Pension Plan vs the 2022 asset distribution
By assets, John L. Loeb, Jr Associates, Inc. Employee Pension Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $101M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | -$24M |
| Employer EIN | 591606877 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in New York
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
John L. Loeb, Jr Associates, Inc. Employee Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
- Tiaa Retirement Plan $4.5B · 11,825
- Young Men's Christian Association Retirement Fund Retirement Plan $3.6B · 42,922
- McKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan $1.7B · 11,845
- Brookhaven Science Associates, LLC Retirement Plan $1.3B · 2,436
- Iron Workers Locals 40,361, & 417 Annuity Fund $1.1B · 5,068
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to John L. Loeb, Jr Associates, Inc. Employee Pension Plan by total assets, not by location.
- Ncaa Retirement Plan (IN) $76M · 512
- IBEW Local No. 82 Defined Contribution Plan (PA) $76M · 726
- Florida Ubc Supplemental Pension Plan (TN) $76M · 5,942
- Pipe Fitters Local Union No. 120 Annuity Fund (OH) $77M · 1,294
Frequently Asked Questions
How did John L. Loeb, Jr Associates, Inc. Employee Pension Plan assets move in 2022? ▼
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Ways to act on John L. Loeb, Jr Associates, Inc. Employee Pension Plan's numbers.
- By total assets, John L. Loeb, Jr Associates, Inc. Employee Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in New York. Compare plans