THE LOOMIS INSTITUTE PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LOOMIS CHAFFEE SCHOOL
This Profit Sharing plan holds $111M in total assets and serves 321 participants as of 2022. It is sponsored by LOOMIS CHAFFEE SCHOOL in Connecticut. The plan reported positive net income of $10M for the year.
What the Filing Says About THE LOOMIS INSTITUTE PENSION PLAN
THE LOOMIS INSTITUTE PENSION PLAN is a Profit Sharing retirement plan sponsored by LOOMIS CHAFFEE SCHOOL, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $111M in total end-of-year assets and covers 321 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 060653119, and the plan has been effective since 1936-09-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $101M at the beginning of 2022 to $111M at year-end — a gain of 9.7%. Net assets (after liabilities) closed the year at $111M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $101M |
| Total Assets (End of Year) | $111M |
| Net Assets (End of Year) | $111M |
| Net Income | $10M |
| Plan Type | Profit Sharing |
| Employer EIN | 060653119 |
| Plan Effective Date | 1936-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LOOMIS CHAFFEE SCHOOL)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 321 | $111M |
| 2023 | 1 | 305 | $119M |
Nearby Profit Sharing Plans in Connecticut
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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 060653119.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.