Money Purchase · DOL Form 5500 · 2022

John L. Loeb, Jr. Associates, Inc. Money Purchase Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
3
Participants Small participant base
91st
Percentile by assets National rank
$25.5M
Avg per participant High balance/head
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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.

  • #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.

#19,903
in Professional & Technical Services (21,562 peers)
-24.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

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's outsized position by total assets

John L. Loeb, Jr Associates, Inc. Employee Pension Plan vs every filed plan by assets

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

$76,364,603 Top 9% higher than 91% 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

John L. Loeb, Jr Associates, Inc. Employee Pension 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. John L. Loeb, Jr Associates, Inc. Employee Pension Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 591606877 · John L. Loeb, Jr. Associates, Inc. PY 2022 · Money Purchase

John L. Loeb, Jr Associates, Inc. Employee Pension Plan · $76M · 3 · 91st

  • RANK $76M
  • RANK 3
  • RANK 91st
  • RANK Money Purchase
  • RANK near Ncaa Retirement Plan
  • RANK ind #19903

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 New York →

John L. Loeb, Jr Associates, Inc. Employee Pension Plan in the asset neighbourhood

Pipe Fitters Local Union No. 120 Annuity FundPipe Fitters Local Union No.…$77MJohn L. Loeb, Jr Associates, Inc. Employee Pension PlanJohn L. Loeb, Jr Associates,…$76MNcaa Retirement Plan$76MIBEW Local No. 82 Defined Contribution PlanIBEW Local No. 82 Defined Co…$76MFlorida Ubc Supplemental Pension PlanFlorida Ubc Supplemental Pen…$76M
End-of-year total assets ($M) among John L. Loeb, Jr Associates, Inc. Employee Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$76M
Net Income-$24M
Employer EIN591606877
Plan Effective Date1980-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000001000020000300004000050000 -1012345 Total assets ($B) Participants John L. Loeb, Jr Associates, Inc. Employee Pension Plan, Total assets ($B): 0.076364603 · Participants: 3John L. Loeb, Jr Associates, Inc. Employee Pension PlanTiaa Retirement Plan, Total assets ($B): 4.543178238 · Participants: 11825Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.62423 · Participants: 42922Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.717200853 · Participants: 11845McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.251409519 · Participants: 2436Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40,361, & 417 Annuity Fund, Total assets ($B): 1.072542175 · Participants: 5068Iron Workers Locals 40,361, & 417 Annuity Fund
John L. Loeb, Jr Associates, Inc. Employee Pension Plan vs. nearby Money Purchase plans in New York, assets vs. participants
Compare John L. Loeb, Jr Associates, Inc. Employee Pension Plan side-by-side with 3 peers →

John L. Loeb, Jr Associates, Inc. Employee Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Ncaa Retirement Plan in IN ($76M); by covered participants it is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($76M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 John L. Loeb, Jr Associates, Inc. Employee Pension Plan assets move in 2022? ▼
John L. Loeb, Jr Associates, Inc. Employee Pension Plan declined sharply - down 24.1% during 2022, from $101M to $76M. Reported net income was -$24M.
Where does John L. Loeb, Jr Associates, Inc. Employee Pension Plan rank by assets among Form 5500 filers? ▼
John L. Loeb, Jr Associates, Inc. Employee Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to John L. Loeb, Jr Associates, Inc. Employee Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ncaa Retirement Plan in IN ($76M, 512 participants).
Which Money Purchase plans cover a similar participant headcount to John L. Loeb, Jr Associates, Inc. Employee Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Diagnostic Radiology Consultants PC Money Purchase Pension Plan in OK (3 participants, $5M 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 591606877.

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.