401(k) · DOL Form 5500 · 2022

Loomis, Sayles & Company, L.P. 401(k) Plan

Data updated 2026-08-25

$490M
Total assets Above avg plan size
758
Participants Near avg headcount
98th
Percentile by assets National rank
$646,896
Avg per participant High balance/head
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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.

  • #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.

#8,897
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
4.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs every filed plan by assets

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

$490,347,059 Top 2% higher than 98% 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, Sayles & Company, L.P. Employees' Profit Sharing 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. Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (758 participants).

Form 5500 schedule snapshot

Filing strip 043200030 · Loomis, Sayles & Company, L.P. PY 2022 · 401(k)

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan · $490M · 758 · 98th

  • EIN $490M
  • EIN 758
  • EIN 98th
  • EIN 401(k)
  • EIN near Onemain 401(k) Plan
  • EIN ind #8897

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in the asset neighbourhood

Energizer 401(k) Plan$491MLouisiana Health Service & Indemnity Co. Tax-Favored Savings ProgramLouisiana Health Service & I…$491MOnemain 401(k) Plan$490MLoomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement PlanLoomis, Sayles & Company, L.…$490MSchwan's Company Retirement Savings PlanSchwan's Company Retirement …$489M
End-of-year total assets ($M) among Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$589M
Net Assets (End of Year)$490M
Net Income-$99M
Employer EIN043200030
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loomis, Sayles & Company, L.P.)

Sponsor-wide plan assets over time

All Loomis, Sayles & Company, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$773M 25.182037506975956% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $618M $773M ▲ +25.2%
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 Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan, Total assets ($B): 0.490347059 · Participants: 758Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan side-by-side with 3 peers →

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Onemain 401(k) Plan in IN ($490M); by covered participants it is Ghirardelli Chocolate Company 401(k) Retirement & Savings Plan in CA (758 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($490M here).

Similar participant headcount

Nearest other-state filings by covered participants (758 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, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan assets move in 2022? ▼
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan declined sharply - down 16.7% during 2022, from $589M to $490M. Reported net income was -$99M.
How have Loomis, Sayles & Company, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loomis, Sayles & Company, L.P.'s sponsor-wide assets grew 25.2%, from $618M to $773M.
Where does Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onemain 401(k) Plan in IN ($490M, 8,888 participants).
Which 401(k) plans cover a similar participant headcount to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ghirardelli Chocolate Company 401(k) Retirement & Savings Plan in CA (758 participants, $79M 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 043200030.

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.