401(k) · DOL Form 5500 · 2023

Herman L. Loeb, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
44
Participants Small participant base
48th
Percentile by assets National rank
$137,443
Avg per participant Near avg balance/head
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Official DOL plan name: Herman L. Loeb, LLC Employee Savings Plan · Sponsored by Herman L. Loeb, LLC · Illinois · Mining & Oil Extraction

$6M in assets, 44 participants

Herman L. Loeb, LLC's Herman L. Loeb, LLC Employee Savings Plan reported $6M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #216 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Herman L. Loeb, LLC Employee Savings Plan ranks #216 of 811 2023 filers by assets (2034% of the sector average)-$6M for 44 participants.

#216
in Mining & Oil Extraction (811 peers)
+30.9%
assets growth YoY

Herman L. Loeb, LLC Employee Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Herman L. Loeb, LLC Employee Savings Plan vs every filed plan by assets

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

$6,047,500 48th percentile higher than 48% 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

Herman L. Loeb, LLC Employee Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herman L. Loeb, LLC Employee Savings Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Herman L. Loeb, LLC Employee Savings Plan reported net income rose from -$592K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Herman L. Loeb, LLC Employee Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Herman L. Loeb, LLC Employee Savings Plan reported participants fell from 47 in the plan year 2022 filing to 44 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260895400 · Herman L. Loeb, LLC PY 2023 · 401(k)

Herman L. Loeb, LLC Employee Savings Plan · $6M · 44 · 48th

  • EOY $6M
  • EOY 44
  • EOY 48th
  • EOY 401(k)
  • EOY near Cellino Law, LLP 401(k) Plan
  • EOY ind #216

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 Mining & Oil Extraction retirement plans → · Plans in Illinois →

Herman L. Loeb, LLC Employee Savings Plan in the asset neighbourhood

Herman L. Loeb, LLC Employee Savings PlanHerman L. Loeb, LLC Employee…$6MCellino Law, LLP 401(k) Plan$6MCrothall Laundry Services 401(k) PlanCrothall Laundry Services 40…$6MRomano Law Office Retirement PlanRomano Law Office Retirement…$6MWeave Industries 401(k) Profit Sharing PlanWeave Industries 401(k) Prof…$6M
End-of-year total assets ($M) among Herman L. Loeb, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN260895400
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herman L. Loeb, LLC)

Sponsor-wide plan assets over time

All Herman L. Loeb, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 66.66575783542365% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.62M $7.7M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 47 $5M
2023 1 44 $6M
2024 1 47 $8M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Herman L. Loeb, LLC Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Herman L. Loeb, LLC Employee Savings Plan, Total assets ($B): 0.0060475 · Participants: 44Herman L. Loeb, LLC Employee Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Herman L. Loeb, LLC Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Herman L. Loeb, LLC Employee Savings Plan side-by-side with 3 peers →

Herman L. Loeb, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cellino Law, LLP 401(k) Plan in NY ($6M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Herman L. Loeb, LLC Employee Savings Plan assets move in 2023? ▼
Herman L. Loeb, LLC Employee Savings Plan surged - up 30.9% during 2023, from $5M to $6M. Reported net income was $1M.
How have Herman L. Loeb, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herman L. Loeb, LLC's sponsor-wide assets grew 66.7%, from $5M to $8M.
Which 401(k) plans are similar in size to Herman L. Loeb, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cellino Law, LLP 401(k) Plan in NY ($6M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Herman L. Loeb, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 260895400.

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.