401(k) · DOL Form 5500 · 2022

Loeb Partners Corporation 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
7
Participants Small participant base
52nd
Percentile by assets National rank
$782,619
Avg per participant High balance/head
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Official DOL plan name: Loeb Partners Corporation Profit Sharing Plan · Sponsored by Loeb Partners Corporation · New York · Finance & Insurance

$5M in assets, 7 participants

Loeb Partners Corporation's Loeb Partners Corporation Profit Sharing Plan reported $5M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,399 in Finance & Insurance (9,261 peers)

Loeb Partners Corporation multi-year trail

Loeb Partners Corporation's plans moved +26.9% in assets from 2022 to 2024; this filing shows Loeb Partners Corporation Profit Sharing Plan at $5M / 7 participants.

#3,399
in Finance & Insurance (9,261 peers)
-18.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loeb Partners Corporation Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Loeb Partners Corporation Profit Sharing Plan vs every filed plan by assets

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

$5,478,335 Top 48% higher than 52% 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

Loeb Partners Corporation Profit Sharing 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. Loeb Partners Corporation Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

Published 5500 schedule card

Filing strip 133114801 · Loeb Partners Corporation PY 2022 · 401(k)

Loeb Partners Corporation Profit Sharing Plan · $5M · 7 · 52nd

  • BOOK $5M
  • BOOK 7
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Advanced Composites 401(k) Plan
  • BOOK ind #3399

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 Finance & Insurance retirement plans → · Plans in New York →

Loeb Partners Corporation Profit Sharing Plan in the asset neighbourhood

Loeb Partners Corporation Profit Sharing PlanLoeb Partners Corporation Pr…$5MAdvanced Composites 401(k) PlanAdvanced Composites 401(k) P…$5MMarek & Lanker, LLP 401(k) Profit Sharing PlanMarek & Lanker, LLP 401(k) P…$5MAes Industries, Inc. 401(k) Profit Sharing PlanAes Industries, Inc. 401(k) …$5MThe Vandaveer Corp. 401(k) PlanThe Vandaveer Corp. 401(k) P…$5M
End-of-year total assets ($M) among Loeb Partners Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Loeb Partners Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Loeb Partners Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.89627414168721% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.48M $6.95M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 6 $6M
2024 1 8 $7M

Loeb Partners Corporation filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN133114801
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Loeb Partners Corporation Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Loeb Partners Corporation Profit Sharing Plan, Total assets ($B): 0.005478335 · Participants: 7Loeb Partners Corporation Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Loeb Partners Corporation Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Loeb Partners Corporation Profit Sharing Plan side-by-side with 3 peers →

Loeb Partners Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Advanced Composites 401(k) Plan in UT ($5M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Loeb Partners Corporation Profit Sharing Plan assets move in 2022? ▼
Loeb Partners Corporation Profit Sharing Plan declined sharply - down 18.5% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Loeb Partners Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loeb Partners Corporation's sponsor-wide assets grew 26.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Loeb Partners Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advanced Composites 401(k) Plan in UT ($5M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Loeb Partners Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (7 participants, $67K 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 133114801.

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.