Profit Sharing · DOL Form 5500 · 2022

Loomis Puerto Rico, Inc. Profit Sharing Plan

Data updated 2026-08-25

$599K
Total assets Small plan by assets
114
Participants Small participant base
20th
Percentile by assets National rank
$5,253
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Loomis Puerto Rico Pre-Tax Savings Plan · Sponsored by Loomis Puerto Rico, Inc. · Puerto Rico · Transportation & Warehousing

$599K in assets, 114 participants

Loomis Puerto Rico, Inc.'s Loomis Puerto Rico Pre-Tax Savings Plan reported $599K in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #755 in Transportation & Warehousing (3,876 peers)

2022 asset change

Loomis Puerto Rico Pre-Tax Savings Plan declined sharply 23.2% in 2022 ($779K → $599K) for 114 participants.

#755
in Transportation & Warehousing (3,876 peers)
-23.2%
assets change YoY

The plan reported a net loss of $175K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loomis Puerto Rico Pre-Tax Savings Plan among the smaller filed plans by assets

Loomis Puerto Rico Pre-Tax Savings Plan vs every filed plan by assets

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

$598,789 20th percentile higher than 20% 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

Loomis Puerto Rico Pre-Tax Savings 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. Loomis Puerto Rico Pre-Tax Savings Plan sits mid-pack in the medium band (114 participants).

Form 5500 schedule snapshot

Filing strip 660215016 · Loomis Puerto Rico, Inc. PY 2022 · Profit Sharing

Loomis Puerto Rico Pre-Tax Savings Plan · $599K · 114 · 20th

  • NET $599K
  • BOOK 114
  • VS-ST 20th
  • BOY Profit Sharing
  • SCH near Sak Group Inc. Retirement Plan
  • EBSA ind #755

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 Transportation & Warehousing retirement plans → · Plans in Puerto Rico →

Loomis Puerto Rico Pre-Tax Savings Plan in the asset neighbourhood

Loomis Puerto Rico Pre-Tax Savings PlanLoomis Puerto Rico Pre-Tax S…$599KSak Group Inc. Retirement PlanSak Group Inc. Retirement Pl…$599KMatthew B. Cunningham, P.C. Profit Sharing PlanMatthew B. Cunningham, P.C. …$599KOwens Transport and Logistics, Inc. Profit Sharing PlanOwens Transport and Logistic…$599KAndrew K. Gavagan, M.D., P.C. Employees Profit Sharing TrustAndrew K. Gavagan, M.D., P.C…$599K
End-of-year total assets ($M) among Loomis Puerto Rico Pre-Tax Savings Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$779K
Net Assets (End of Year)$599K
Net Income-$175K
Employer EIN660215016
Plan Effective Date1999-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Loomis Puerto Rico Pre-Tax Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Loomis Puerto Rico Pre-Tax Savings Plan, Total assets ($M): 0.598789 · Participants: 114Loomis Puerto Rico Pre-Tax Savings PlanThe Retirement and Savings Plan for Amgen Manufacturing, Limited, Total assets ($M): 610.714871 · Participants: 2614The Retirement and Savings Plan for Amgen Manufacturing, LimitedPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 560.659802 · Participants: 7773Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.866134 · Participants: 1038The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 157.996201 · Participants: 743Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 110.491013 · Participants: 2082The Oriental Bank Coda Profit Sharing Plan
Loomis Puerto Rico Pre-Tax Savings Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Loomis Puerto Rico Pre-Tax Savings Plan side-by-side with 3 peers →

Loomis Puerto Rico Pre-Tax Savings Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Sak Group Inc. Retirement Plan in WI ($599K); by covered participants it is Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in NJ (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Loomis Puerto Rico Pre-Tax Savings Plan assets move in 2022? ▼
Loomis Puerto Rico Pre-Tax Savings Plan declined sharply - down 23.2% during 2022, from $779K to $599K. Reported net income was -$175K.
Where does Loomis Puerto Rico Pre-Tax Savings Plan rank by assets among Form 5500 filers? ▼
Loomis Puerto Rico Pre-Tax Savings Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Loomis Puerto Rico Pre-Tax Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Sak Group Inc. Retirement Plan in WI ($599K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Loomis Puerto Rico Pre-Tax Savings Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Greenbaum, Rowe, Smith & Davis LLP Retirement Plan and Trust in NJ (114 participants, $31M 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 660215016.

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.