401(k) · DOL Form 5500 · 2022
Loring, Wolcott & Coolidge Trust, LLC 401(k) Plan
Data updated 2026-08-25
- $25M
- Total assets Below avg plan size
- 85
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $297,725
- Avg per participant High balance/head
Official DOL plan name: Loring, Wolcott & Coolidge Retirement Savings Plan · Sponsored by Loring, Wolcott & Coolidge Trust, LLC · Massachusetts · Professional & Technical Services
$25M in assets, 85 participants
Loring, Wolcott & Coolidge Trust, LLC's Loring, Wolcott & Coolidge Retirement Savings Plan reported $25M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,513 in Professional & Technical Services (21,562 peers)
Where Loring, Wolcott & Coolidge Retirement Savings Plan sits by assets
Loring, Wolcott & Coolidge Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 85 participants (~$297,725/participant), down 33.1% in 2022.
- #17,513
- in Professional & Technical Services (21,562 peers)
- -33.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Loring, Wolcott & Coolidge Retirement Savings Plan's outsized position by total assets
Loring, Wolcott & Coolidge Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$25,306,632 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Loring, Wolcott & Coolidge Retirement 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. Loring, Wolcott & Coolidge Retirement Savings Plan is a small filing (85 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 273396508 · Loring, Wolcott & Coolidge Trust, LLC PY 2022 · 401(k)
Loring, Wolcott & Coolidge Retirement Savings Plan · $25M · 85 · 81st
- RANK $25M
- PHOTO 85
- IND 81st
- EOY 401(k)
- 5500 near Grant Industries 401(k) Plan
- ASSETS ind #17513
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 Massachusetts →
Loring, Wolcott & Coolidge Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | -$13M |
| Employer EIN | 273396508 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loring, Wolcott & Coolidge Trust, LLC)
Sponsor-wide plan assets over time
All Loring, Wolcott & Coolidge Trust, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 65.93723337028807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 85 | $25M |
| 2023 | 1 | 92 | $33M |
| 2024 | 1 | 94 | $42M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Loring, Wolcott & Coolidge Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Grant Industries 401(k) Plan in NJ ($25M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($25M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.