401(k) · DOL Form 5500 · 2022
Loomis, Sayles & Company, L.P. 401(k) Plan
Data updated 2026-08-11
- $490M
- Total assets
- 758
- Participants
- 98th
- Percentile by assets
- $646,896
- Avg per participant
Official DOL plan name: Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan · Sponsored by Loomis, Sayles & Company, L.P. · Massachusetts · Finance & Insurance
$490M in assets, 758 participants
Loomis, Sayles & Company, L.P.'s Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported $490M in total assets and 758 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 139,126 plans)
- #8,897 in Finance & Insurance (9,261 peers)
Where Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits by assets
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits in the top 5% of all filed plans by assets, $490M for 758 participants (~$646,896/participant), down 16.7% in 2022.
- $490M
- total plan assets (2022 EOY)
- 758
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $646,896
- avg assets per participant
The plan reported a net loss of $99M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs the 2022 asset distribution
By assets, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 4.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $589M |
|---|---|
| Net Assets (End of Year) | $490M |
| Net Income | -$99M |
| Employer EIN | 043200030 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loomis, Sayles & Company, L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 907 | $618M |
| 2023 | 2 | 951 | $701M |
| 2024 | 2 | 901 | $773M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan by total assets, not by location.
- Onemain 401(k) Plan (IN) $490M · 8,888
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program (LA) $491M · 3,660
- Schwan's Company Retirement Savings Plan (MN) $489M · 6,537
- Energizer 401(k) Plan (MO) $491M · 1,809
Frequently Asked Questions
How did Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan assets move in 2022? ▼
How have Loomis, Sayles & Company, L.P. plan assets changed over time? ▼
Where does Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan? ▼
Next read for Loomis, Sayles & Company, L.P. Employees…
Scale reading
Ways to act on Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's numbers.
- By total assets, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Loomis, Sayles & Company, L.P.'s sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Finance & Insurance plans