Defined Benefit (Pension) · DOL Form 5500 · 2022
Loomis, Sayles & Company, L.P. Pension Plan
Data updated 2026-08-11
- $127M
- Total assets
- 149
- Participants
- 94th
- Percentile by assets
- $854,599
- Avg per participant
Official DOL plan name: Loomis-Sayles Funded Pension Plan · Sponsored by Loomis, Sayles & Company, L.P. · Massachusetts · Finance & Insurance
$127M in assets, 149 participants
Loomis, Sayles & Company, L.P.'s Loomis-Sayles Funded Pension Plan reported $127M in total assets and 149 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,345 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Loomis-Sayles Funded Pension Plan covers 149 participants in Massachusetts, about 23% of the average Massachusetts filer (state average ~659 per filing). Assets: $127M.
- $127M
- total plan assets (2022 EOY)
- 149
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $854,599
- avg assets per participant
The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Loomis-Sayles Funded Pension Plan sits by total assets
Loomis-Sayles Funded Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,335,263 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Loomis-Sayles Funded Pension Plan reports 149 participants - about 23% of that state average ($127M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $127M |
| Net Income | -$66M |
| Employer EIN | 043200030 |
| Plan Effective Date | 1956-01-01 |
| 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 Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Loomis-Sayles Funded Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Loomis-Sayles Funded Pension Plan by total assets, not by location.
- IBEW Local Union 363 Pension (NY) $127M · 724
- Momentive Performance Materials Inc. Pension Plan (NY) $127M · 838
- Pension Fund Local 445 (NY) $127M · 438
- The Retirement Plan for Employees of the United States Offices of Lloyds Bank PLC (NY) $127M · 65
Frequently Asked Questions
How did Loomis-Sayles Funded Pension Plan assets move in 2022? ▼
How have Loomis, Sayles & Company, L.P. plan assets changed over time? ▼
Where does Loomis-Sayles Funded Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Loomis-Sayles Funded Pension Plan? ▼
Next read for Loomis-Sayles Funded Pension Plan
Filing takeaways
Ways to act on Loomis-Sayles Funded Pension Plan's numbers.
- By total assets, Loomis-Sayles Funded Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) 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