401(k) · DOL Form 5500 · 2022

Loeb & Loeb LLP 401(k) Plan

Data updated 2026-08-25

$348M
Total assets Above avg plan size
727
Participants Near avg headcount
97th
Percentile by assets National rank
$478,353
Avg per participant High balance/head
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Official DOL plan name: Loeb & Loeb LLP Profit Sharing and 401(k) Plan · Sponsored by Loeb & Loeb LLP · California · Professional & Technical Services

$348M in assets, 727 participants

Loeb & Loeb LLP's Loeb & Loeb LLP Profit Sharing and 401(k) Plan reported $348M in total assets and 727 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #21,131 in Professional & Technical Services (21,562 peers)

Where Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits by assets

Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits in the top 5% of all filed plans by assets, $348M for 727 participants (~$478,353/participant), down 16.1% in 2022.

#21,131
in Professional & Technical Services (21,562 peers)
-16.1%
assets change YoY
3.5×
vs typical plan assets (national mean)

The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loeb & Loeb LLP Profit Sharing and 401(k) Plan's outsized position by total assets

Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$347,762,682 Top 3% higher than 97% 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 & Loeb LLP Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (727 participants).

Plan-year Form 5500 strip

Filing strip 951780806 · Loeb & Loeb LLP PY 2022 · 401(k)

Loeb & Loeb LLP Profit Sharing and 401(k) Plan · $348M · 727 · 97th

  • ASSETS $348M
  • PCT 727
  • EIN 97th
  • RANK 401(k)
  • PHOTO near Brookshire's Employee Stock Ownership and 401(k) Plan
  • IND ind #21131

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 California →

Loeb & Loeb LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Mathematica Group Holding Inc. Profit Sharing PlanMathematica Group Holding In…$348MBrookshire's Employee Stock Ownership and 401(k) PlanBrookshire's Employee Stock …$348MLoeb & Loeb LLP Profit Sharing and 401(k) PlanLoeb & Loeb LLP Profit Shari…$348MRite-Hite Retirement Savings PlanRite-Hite Retirement Savings…$348MCarnival Corporation Fun Ship Savings PlanCarnival Corporation Fun Shi…$347M
End-of-year total assets ($M) among Loeb & Loeb LLP Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$414M
Net Assets (End of Year)$348M
Net Income-$67M
Employer EIN951780806
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loeb & Loeb LLP)

Sponsor-wide plan assets over time

All Loeb & Loeb LLP plans reported in each filing year

Latest sponsor-wide plan assets
$438M 25.97776347952136% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $348M $438M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 727 $348M
2023 1 715 $396M
2024 1 712 $438M

Nearby 401(k) Plans in California

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

Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -1001020304050 Total assets ($B) Participants Loeb & Loeb LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.347762682 · Participants: 727Loeb & Loeb LLP Profit Sharing and 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Loeb & Loeb LLP Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Brookshire's Employee Stock Ownership and 401(k) Plan in TX ($348M); by covered participants it is Stinker Stores Inc. 401(k) Plan in ID (727 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($348M here).

Similar participant headcount

Nearest other-state filings by covered participants (727 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 & Loeb LLP Profit Sharing and 401(k) Plan assets move in 2022? ▼
Loeb & Loeb LLP Profit Sharing and 401(k) Plan declined sharply - down 16.1% during 2022, from $414M to $348M. Reported net income was -$67M.
How have Loeb & Loeb LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loeb & Loeb LLP's sponsor-wide assets grew 26.0%, from $348M to $438M.
Where does Loeb & Loeb LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Loeb & Loeb LLP Profit Sharing and 401(k) Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Loeb & Loeb LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brookshire's Employee Stock Ownership and 401(k) Plan in TX ($348M, 10,709 participants).
Which 401(k) plans cover a similar participant headcount to Loeb & Loeb LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stinker Stores Inc. 401(k) Plan in ID (727 participants, $8M 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 951780806.

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.