Other · DOL Form 5500 · 2022

Loomis House, Inc. Retirement Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
441
Participants Below avg headcount
52nd
Percentile by assets National rank
$12,361
Avg per participant Low balance/head
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Official DOL plan name: The Loomis Communities 403(b) Retirement Plan · Sponsored by Loomis House, Inc. · Massachusetts · Healthcare & Social Assistance

$5M in assets, 441 participants

Loomis House, Inc.'s The Loomis Communities 403(b) Retirement Plan reported $5M in total assets and 441 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #11,669 in Healthcare & Social Assistance (20,060 peers)

Loomis House, Inc. multi-year trail

Loomis House, Inc.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows The Loomis Communities 403(b) Retirement Plan at $5M / 441 participants.

#11,669
in Healthcare & Social Assistance (20,060 peers)
-16.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Loomis Communities 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Loomis Communities 403(b) Retirement Plan vs every filed plan by assets

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

$5,451,371 Top 48% higher than 52% 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

The Loomis Communities 403(b) Retirement 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. The Loomis Communities 403(b) Retirement Plan sits mid-pack in the medium band (441 participants).

DOL schedule card

Filing strip 042108366 · Loomis House, Inc. PY 2022 · Other

The Loomis Communities 403(b) Retirement Plan · $5M · 441 · 52nd

  • BOOK $5M
  • BOOK 441
  • BOOK 52nd
  • BOOK Other
  • BOOK near Crosswood, Inc. Dba the Pathways Schools 403(b) Tax Deferred Savings Plan
  • BOOK ind #11669

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

The Loomis Communities 403(b) Retirement Plan in the asset neighbourhood

Impact Tax Deferred Annuity PlanImpact Tax Deferred Annuity …$5MPrimary Care Health Services, Inc. Savings and Retirement PlanPrimary Care Health Services…$5MWest Nottingham Academy 403(b)Defined Contribution Retirement PlanWest Nottingham Academy 403(…$5MThe Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$5MCrosswood, Inc. Dba the Pathways Schools 403(b) Tax Deferred Savings PlanCrosswood, Inc. Dba the Path…$5M
End-of-year total assets ($M) among The Loomis Communities 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Loomis House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Loomis House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.608415571055424% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.45M $7.17M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 441 $5M
2023 1 341 $6M
2024 1 426 $7M

Loomis House, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$1M
Employer EIN042108366
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

The Loomis Communities 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants The Loomis Communities 403(b) Retirement Plan, Total assets ($B): 0.005451371 · Participants: 441The Loomis Communities 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
The Loomis Communities 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Loomis Communities 403(b) Retirement Plan side-by-side with 3 peers →

The Loomis Communities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Crosswood, Inc. Dba the Pathways Schools 403(b) Tax Deferred Savings Plan in MD ($5M); by covered participants it is California Institute of the Arts Retirement Plan in CA (441 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (441 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 The Loomis Communities 403(b) Retirement Plan assets move in 2022? ▼
The Loomis Communities 403(b) Retirement Plan declined sharply - down 16.8% during 2022, from $7M to $5M. Reported net income was -$1M.
How have Loomis House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loomis House, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $7M.
Which Other plans are similar in size to The Loomis Communities 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Crosswood, Inc. Dba the Pathways Schools 403(b) Tax Deferred Savings Plan in MD ($5M, 111 participants).
Which Other plans cover a similar participant headcount to The Loomis Communities 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is California Institute of the Arts Retirement Plan in CA (441 participants, $77M 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 042108366.

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.