Money Purchase · DOL Form 5500 · 2023

Loberg & Loberg Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$205,830
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loberg & Loberg Money Purchase Plan · Sponsored by Loberg & Loberg · Wisconsin · Professional & Technical Services

$2M in assets, 9 participants

Loberg & Loberg's Loberg & Loberg Money Purchase Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,150 in Professional & Technical Services (20,321 peers)

Loberg & Loberg multi-year trail

Loberg & Loberg's plans moved +52.6% in assets from 2022 to 2024; this filing shows Loberg & Loberg Money Purchase Plan at $2M / 9 participants.

#5,150
in Professional & Technical Services (20,321 peers)
+26.3%
assets growth YoY

Loberg & Loberg Money Purchase Plan among the smaller filed plans by assets

Loberg & Loberg Money Purchase Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,852,472 30th percentile higher than 30% of 127,068 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 2023

Loberg & Loberg Money Purchase Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loberg & Loberg Money Purchase Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loberg & Loberg Money Purchase Plan reported net income rose from -$188K in the plan year 2022 filing to $385K in the plan year 2023 filing.
  • Loberg & Loberg Money Purchase Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Loberg & Loberg Money Purchase Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 475575982 · Loberg & Loberg PY 2023 · Money Purchase

Loberg & Loberg Money Purchase Plan · $2M · 9 · 30th

  • 5500 $2M
  • 5500 9
  • 5500 30th
  • 5500 Money Purchase
  • 5500 near Sage Memorial Hospital Pension Plan
  • 5500 ind #5150

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Loberg & Loberg Money Purchase Plan in the asset neighbourhood

Tyack Valuation Consultants Profit Sharing PlanTyack Valuation Consultants …$2MSage Memorial Hospital Pension PlanSage Memorial Hospital Pensi…$2MCity of Haleyville Water Works & Sewer Board Employee Money Purchase Pension PlanCity of Haleyville Water Wor…$2MLoberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MLugert Altus Irrigation District Retirement PlanLugert Altus Irrigation Dist…$2M
End-of-year total assets ($M) among Loberg & Loberg Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Loberg & Loberg multi-year asset trail

Sponsor-wide plan assets over time

All Loberg & Loberg plans reported in each filing year

Latest sponsor-wide plan assets
$6M 52.57506881596304% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.98M $6.07M ▲ +52.5%
Year Plans Participants Total Assets
2022 2 15 $4M
2023 2 18 $5M
2024 2 18 $6M

Loberg & Loberg filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$385K
Employer EIN475575982
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Wisconsin

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Loberg & Loberg Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Loberg & Loberg Money Purchase Plan, Total assets ($B): 0.001852472 · Participants: 9Loberg & Loberg Money Purchase PlanEmployees Retirement Plan of Marshfield Clinic, Total assets ($B): 1.327123781 · Participants: 9068Employees Retirement Plan of Marshfield ClinicTelephone and Data Systems, Inc. Pension Plan, Total assets ($B): 0.47124384 · Participants: 5421Telephone and Data Systems, Inc. Pension PlanNorth Central States Regional Council of Carpenters Supplemental Retirement Plan, Total assets ($B): 0.31081588 · Participants: 10094North Central States Regional Council of Carpenters Supplemental Retirement PlanAspirus, Inc. Frozen 401(a) Plan, Total assets ($B): 0.135366605 · Participants: 2354Aspirus, Inc. Frozen 401(a) PlanWisconsin Glaziers & Glassworkers Money Purchase Fund, Total assets ($B): 0.081012136 · Participants: 422Wisconsin Glaziers & Glassworkers Money Purchase Fund
Loberg & Loberg Money Purchase Plan vs. nearby Money Purchase plans in Wisconsin, assets vs. participants
Compare Loberg & Loberg Money Purchase Plan side-by-side with 3 peers →

Loberg & Loberg Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Wisconsin, the nearest Money Purchase by assets is Sage Memorial Hospital Pension Plan in AZ ($2M); by covered participants it is Northeast Financial Consultants Inc in CT (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Loberg & Loberg Money Purchase Plan assets move in 2023? ▼
Loberg & Loberg Money Purchase Plan grew sharply - up 26.3% during 2023, from $1M to $2M. Reported net income was $385K.
How have Loberg & Loberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loberg & Loberg's sponsor-wide assets grew 52.6%, from $4M to $6M.
Which Money Purchase plans are similar in size to Loberg & Loberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Sage Memorial Hospital Pension Plan in AZ ($2M, 224 participants).
Which Money Purchase plans cover a similar participant headcount to Loberg & Loberg Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Northeast Financial Consultants Inc in CT (9 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475575982.

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.