Defined Benefit (Pension) · DOL Form 5500 · 2022

Loomis, Sayles & Company, L.P. Pension Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
149
Participants Small participant base
94th
Percentile by assets National rank
$854,599
Avg per participant High balance/head
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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.

  • #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.

#8,345
in Finance & Insurance (9,261 peers)
-33.9%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Loomis-Sayles Funded Pension Plan's outsized position 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

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 Funded Pension 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 Funded Pension Plan sits mid-pack in the medium band (149 participants).

Published 5500 schedule card

Filing strip 043200030 · Loomis, Sayles & Company, L.P. PY 2022 · Defined Benefit (Pension)

Loomis-Sayles Funded Pension Plan · $127M · 149 · 94th

  • BOOK $127M
  • BOOK 149
  • BOOK 94th
  • BOOK Defined Benefit (Pension)
  • BOOK near IBEW Local Union 363 Pension
  • BOOK ind #8345

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 Funded Pension Plan in the asset neighbourhood

Loomis-Sayles Funded Pension PlanLoomis-Sayles Funded Pension…$127MIBEW Local Union 363 Pension$127MMomentive Performance Materials Inc. Pension PlanMomentive Performance Materi…$127MPension Fund Local 445$127MThe Retirement Plan for Employees of the United States Offices of Lloyds Bank PLCThe Retirement Plan for Empl…$127M
End-of-year total assets ($M) among Loomis-Sayles Funded Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$127M
Net Income-$66M
Employer EIN043200030
Plan Effective Date1956-01-01
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 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 Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Loomis-Sayles Funded Pension Plan, Total assets ($B): 0.127335263 · Participants: 149Loomis-Sayles Funded Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Loomis-Sayles Funded Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Loomis-Sayles Funded Pension Plan side-by-side with 3 peers →

Loomis-Sayles Funded Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is IBEW Local Union 363 Pension in NY ($127M); by covered participants it is Local 153-Ghi Pension Plan in NY (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Funded Pension Plan assets move in 2022? ▼
Loomis-Sayles Funded Pension Plan contracted severely - down 33.9% during 2022, from $193M to $127M. Reported net income was -$66M.
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 Funded Pension Plan rank by assets among Form 5500 filers? ▼
Loomis-Sayles Funded Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Loomis-Sayles Funded Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is IBEW Local Union 363 Pension in NY ($127M, 724 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Loomis-Sayles Funded Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 153-Ghi Pension Plan in NY (149 participants, $241M 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.