401(k) · DOL Form 5500 · 2022

Loretto Management Corporation 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
536
Participants Below avg headcount
86th
Percentile by assets National rank
$73,001
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loretto Employee 401(k) Savings Plan · Sponsored by Loretto Management Corporation · New York · Healthcare & Social Assistance

$39M in assets, 536 participants

Loretto Management Corporation's Loretto Employee 401(k) Savings Plan reported $39M in total assets and 536 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,648 in Healthcare & Social Assistance (20,060 peers)

Where Loretto Employee 401(k) Savings Plan sits by assets

Loretto Employee 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $39M for 536 participants (~$73,001/participant), down 17.5% in 2022.

#17,648
in Healthcare & Social Assistance (20,060 peers)
-17.5%
assets change YoY
0.4×
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.

Loretto Employee 401(k) Savings Plan's outsized position by total assets

Loretto Employee 401(k) Savings Plan vs every filed plan by assets

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

$39,128,721 Top 14% higher than 86% 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

Loretto Employee 401(k) 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. Loretto Employee 401(k) Savings Plan sits mid-pack in the medium band (536 participants).

Plan-year Form 5500 strip

Filing strip 222873640 · Loretto Management Corporation PY 2022 · 401(k)

Loretto Employee 401(k) Savings Plan · $39M · 536 · 86th

  • BOY $39M
  • BOY 536
  • BOY 86th
  • BOY 401(k)
  • BOY near Agri Profit Sharing Plan
  • BOY ind #17648

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 New York →

Loretto Employee 401(k) Savings Plan in the asset neighbourhood

O'neal, Inc. 401(k) Plan and TrustO'neal, Inc. 401(k) Plan and…$39MLoretto Employee 401(k) Savings PlanLoretto Employee 401(k) Savi…$39MAgri Profit Sharing Plan$39MScherer Bros Lumber Co 401(k) Profit Sharing PlanScherer Bros Lumber Co 401(k…$39MNb Ventures, Inc. 401(k) Plan$39M
End-of-year total assets ($M) among Loretto Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$39M
Net Income-$8M
Employer EIN222873640
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loretto Management Corporation)

Sponsor-wide plan assets over time

All Loretto Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.16906363997944% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $53.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 536 $39M
2023 1 573 $47M
2024 1 598 $53M

Nearby 401(k) Plans in New York

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

Loretto Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Loretto Employee 401(k) Savings Plan, Total assets ($B): 0.039128721 · Participants: 536Loretto Employee 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Loretto Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Loretto Employee 401(k) Savings Plan side-by-side with 3 peers →

Loretto Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Agri Profit Sharing Plan in KS ($39M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (536 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (536 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 Loretto Employee 401(k) Savings Plan assets move in 2022? ▼
Loretto Employee 401(k) Savings Plan declined sharply - down 17.5% during 2022, from $47M to $39M. Reported net income was -$8M.
How have Loretto Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loretto Management Corporation's sponsor-wide assets grew 36.2%, from $39M to $53M.
Where does Loretto Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Loretto Employee 401(k) Savings Plan ranks in the 86th 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 Loretto Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Agri Profit Sharing Plan in KS ($39M, 381 participants).
Which 401(k) plans cover a similar participant headcount to Loretto Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oskar Blues Restaurant 401(k) Plan in CO (536 participants, N/A 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 222873640.

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.