401(k) · DOL Form 5500 · 2022

Herman L. Loeb, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
47
Participants Small participant base
49th
Percentile by assets National rank
$98,326
Avg per participant Below avg balance/head
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Official DOL plan name: Herman L. Loeb, LLC Employee Savings Plan · Sponsored by Herman L. Loeb, LLC · Illinois · Mining & Oil Extraction

$5M in assets, 47 participants

Herman L. Loeb, LLC's Herman L. Loeb, LLC Employee Savings Plan reported $5M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #269 in Mining & Oil Extraction (892 peers)

Herman L. Loeb, LLC multi-year trail

Herman L. Loeb, LLC's plans moved +66.7% in assets from 2022 to 2024; this filing shows Herman L. Loeb, LLC Employee Savings Plan at $5M / 47 participants.

#269
in Mining & Oil Extraction (892 peers)
-11.4%
assets change YoY

The plan reported a net loss of $592K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Herman L. Loeb, LLC Employee Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Herman L. Loeb, LLC Employee Savings Plan vs every filed plan by assets

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

$4,621,320 49th percentile higher than 49% 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

Herman L. Loeb, LLC Employee Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herman L. Loeb, LLC Employee Savings Plan is a small filing (47 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 260895400 · Herman L. Loeb, LLC PY 2022 · 401(k)

Herman L. Loeb, LLC Employee Savings Plan · $5M · 47 · 49th

  • EBSA $5M
  • EBSA 47
  • EBSA 49th
  • EBSA 401(k)
  • EBSA near Gtr Manufacturing, LLC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #269

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 Mining & Oil Extraction retirement plans → · Plans in Illinois →

Herman L. Loeb, LLC Employee Savings Plan in the asset neighbourhood

Herman L. Loeb, LLC Employee Savings PlanHerman L. Loeb, LLC Employee…$5MGtr Manufacturing, LLC 401(k) Profit Sharing Plan and TrustGtr Manufacturing, LLC 401(k…$5MMm Comfort Systems 401(k) PlanMm Comfort Systems 401(k) Pl…$5MVander Vegt and Associates Retirement PlanVander Vegt and Associates R…$5MJones-Hamilton Co. 401(k) PlanJones-Hamilton Co. 401(k) Pl…$5M
End-of-year total assets ($M) among Herman L. Loeb, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Herman L. Loeb, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Herman L. Loeb, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 66.66575783542365% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.62M $7.7M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 47 $5M
2023 1 44 $6M
2024 1 47 $8M

Herman L. Loeb, LLC filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$592K
Employer EIN260895400
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Herman L. Loeb, LLC Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Herman L. Loeb, LLC Employee Savings Plan, Total assets ($B): 0.00462132 · Participants: 47Herman L. Loeb, LLC Employee Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Herman L. Loeb, LLC Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Herman L. Loeb, LLC Employee Savings Plan side-by-side with 3 peers →

Herman L. Loeb, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Gtr Manufacturing, LLC 401(k) Profit Sharing Plan and Trust in MA ($5M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Herman L. Loeb, LLC Employee Savings Plan assets move in 2022? ▼
Herman L. Loeb, LLC Employee Savings Plan pulled back noticeably - down 11.4% during 2022, from $5M to $5M. Reported net income was -$592K.
How have Herman L. Loeb, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herman L. Loeb, LLC's sponsor-wide assets grew 66.7%, from $5M to $8M.
Which 401(k) plans are similar in size to Herman L. Loeb, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gtr Manufacturing, LLC 401(k) Profit Sharing Plan and Trust in MA ($5M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Herman L. Loeb, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 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 260895400.

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.