401(k) · DOL Form 5500 · 2022

Loffler Companies, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
487
Participants Below avg headcount
87th
Percentile by assets National rank
$93,830
Avg per participant Below avg balance/head
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Official DOL plan name: Loffler Companies, Inc. 401(k) Profit Sharing Plan · Sponsored by Loffler Companies, Inc. · Minnesota · Real Estate

$46M in assets, 487 participants

Loffler Companies, Inc.'s Loffler Companies, Inc. 401(k) Profit Sharing Plan reported $46M in total assets and 487 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #4,818 in Real Estate (5,057 peers)

Coverage in Minnesota

Loffler Companies, Inc. 401(k) Profit Sharing Plan covers 487 participants in Minnesota, about 43% of the average Minnesota filer (state average ~1,126 per filing). Assets: $46M.

#4,818
in Real Estate (5,057 peers)
-14.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loffler Companies, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Loffler Companies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,695,447 Top 13% higher than 87% 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

Loffler Companies, Inc. 401(k) Profit Sharing 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. Loffler Companies, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (487 participants).

Plan-year Form 5500 strip

Filing strip 411564863 · Loffler Companies, Inc. PY 2022 · 401(k)

Loffler Companies, Inc. 401(k) Profit Sharing Plan · $46M · 487 · 87th

  • BOY $46M
  • SCH 487
  • EBSA 87th
  • PART 401(k)
  • TYPE near Jc USA Savings Plan
  • NET ind #4818

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 Real Estate retirement plans → · Plans in Minnesota →

Loffler Companies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Loffler Companies, Inc. 401(k) Profit Sharing PlanLoffler Companies, Inc. 401(…$46MVenerable 401(k) Savings Plan$46MThe Arena Group Holdings, Inc. 401(k) PlanThe Arena Group Holdings, In…$46MFedex Corporation Retirement Savings Plan for Puerto RicoFedex Corporation Retirement…$46MJc USA Savings Plan$46M
End-of-year total assets ($M) among Loffler Companies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$46M
Net Income-$8M
Employer EIN411564863
Plan Effective Date1996-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loffler Companies, Inc.)

Sponsor-wide plan assets over time

All Loffler Companies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 32.88396981869988% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.7M $60.7M ▲ +32.9%
Year Plans Participants Total Assets
2022 1 487 $46M
2023 1 537 $56M
2024 1 534 $61M

Nearby 401(k) Plans in Minnesota

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

Loffler Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Loffler Companies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.045695447 · Participants: 487Loffler Companies, Inc. 401(k) Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Loffler Companies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Loffler Companies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Loffler Companies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Jc USA Savings Plan in DE ($46M); by covered participants it is Healey Brothers, Inc. 401(k) Plan in NY (487 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Loffler Companies, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Loffler Companies, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 14.9% during 2022, from $54M to $46M. Reported net income was -$8M.
How have Loffler Companies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loffler Companies, Inc.'s sponsor-wide assets grew 32.9%, from $46M to $61M.
Where does Loffler Companies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Loffler Companies, Inc. 401(k) Profit Sharing Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Loffler Companies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jc USA Savings Plan in DE ($46M, 1,190 participants).
Which 401(k) plans cover a similar participant headcount to Loffler Companies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healey Brothers, Inc. 401(k) Plan in NY (487 participants, $32M 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 411564863.

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.