Money Purchase · DOL Form 5500 · 2023
Loberg & Loberg Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 9
- Participants
- 30th
- Percentile by assets
- $205,830
- Avg per participant
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.
- 30th percentile by assets (of 127,072 plans)
- #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.
- $2M
- total plan assets (2023 EOY)
- 9
- covered participants
- 30th
- percentile by assets (of 127,072 plans)
- $205,830
- avg assets per participant
Where Loberg & Loberg Money Purchase Plan sits by total 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
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.
Loberg & Loberg across 3 plan years on file
Across the 3 plan years Loberg & Loberg has on file (2022-2024), sponsor-wide plan assets have moved from $4M to $6M, a gain of 52.6%, while reported participants moved from 15 to 18 (+20.0%). Peak year by sponsor assets: 2024 ($6M); trough: 2022 ($4M).
Loberg & Loberg multi-year asset trail
| 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 EIN | 475575982 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING 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
- Employees Retirement Plan of Marshfield Clinic $1.3B · 9,068
- Telephone and Data Systems, Inc. Pension Plan $471M · 5,421
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $311M · 10,094
- Aspirus, Inc. Frozen 401(a) Plan $135M · 2,354
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $81M · 422
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Loberg & Loberg Money Purchase Plan by total assets, not by location.
Frequently Asked Questions
How did Loberg & Loberg Money Purchase Plan assets move in 2023? ▼
How have Loberg & Loberg plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Loberg & Loberg Money Purchase Plan? ▼
Next read for Loberg & Loberg Money Purchase Plan
Multi-year trail
Ways to act on Loberg & Loberg Money Purchase Plan's numbers.
- By total assets, Loberg & Loberg Money Purchase Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Wisconsin. Compare plans
- Loberg & Loberg's sponsor-wide assets have grown 52.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans