401(k) · DOL Form 5500 · 2022
Loeb & Loeb LLP 401(k) Plan
Data updated 2026-08-11
- $348M
- Total assets
- 727
- Participants
- 97th
- Percentile by assets
- $478,353
- Avg per participant
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.
- 97th percentile by assets (of 139,126 plans)
- #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.
- $348M
- total plan assets (2022 EOY)
- 727
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $478,353
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Loeb & Loeb LLP Profit Sharing and 401(k) Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $414M |
|---|---|
| Net Assets (End of Year) | $348M |
| Net Income | -$67M |
| Employer EIN | 951780806 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loeb & Loeb LLP)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Loeb & Loeb LLP Profit Sharing and 401(k) Plan by total assets, not by location.
- Brookshire's Employee Stock Ownership and 401(k) Plan (TX) $348M · 10,709
- Rite-Hite Retirement Savings Plan (WI) $348M · 1,966
- Carnival Corporation Fun Ship Savings Plan (FL) $347M · 2,396
- Mathematica Group Holding Inc. Profit Sharing Plan (NJ) $348M · 1,495
Frequently Asked Questions
How did Loeb & Loeb LLP Profit Sharing and 401(k) Plan assets move in 2022? ▼
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Next read for Loeb & Loeb LLP Profit Sharing and 401(k…
Scale reading
Ways to act on Loeb & Loeb LLP Profit Sharing and 401(k) Plan's numbers.
- By total assets, Loeb & Loeb LLP Profit Sharing and 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Loeb & Loeb LLP's sponsor-wide assets have grown 26.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans