401(k) · DOL Form 5500 · 2023

Loring, Wolcott & Coolidge Trust, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
92
Participants Small participant base
81st
Percentile by assets National rank
$359,421
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loring, Wolcott & Coolidge Retirement Savings Plan · Sponsored by Loring, Wolcott & Coolidge Trust, LLC · Massachusetts · Professional & Technical Services

$33M in assets, 92 participants

Loring, Wolcott & Coolidge Trust, LLC's Loring, Wolcott & Coolidge Retirement Savings Plan reported $33M in total assets and 92 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,486 in Professional & Technical Services (20,321 peers)

Where Loring, Wolcott & Coolidge Retirement Savings Plan sits by assets

Loring, Wolcott & Coolidge Retirement Savings Plan sits in the top quartile of all filed plans by assets, $33M for 92 participants (~$359,421/participant), up 30.7% in 2023.

#16,486
in Professional & Technical Services (20,321 peers)
+30.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Loring, Wolcott & Coolidge Retirement Savings Plan's outsized position by total assets

Loring, Wolcott & Coolidge Retirement Savings Plan vs every filed plan by assets

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

$33,066,704 Top 19% higher than 81% 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

Loring, Wolcott & Coolidge Retirement 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. Loring, Wolcott & Coolidge Retirement Savings Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loring, Wolcott & Coolidge Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Loring, Wolcott & Coolidge Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Loring, Wolcott & Coolidge Retirement Savings Plan reported participants rose from 85 in the plan year 2022 filing to 92 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 273396508 · Loring, Wolcott & Coolidge Trust, LLC PY 2023 · 401(k)

Loring, Wolcott & Coolidge Retirement Savings Plan · $33M · 92 · 81st

  • EIN $33M
  • EIN 92
  • EIN 81st
  • EIN 401(k)
  • EIN near Abm Mechanical, Inc. Employee Stock Ownership 401(k) Plan
  • EIN ind #16486

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 Massachusetts →

Loring, Wolcott & Coolidge Retirement Savings Plan in the asset neighbourhood

Loring, Wolcott & Coolidge Retirement Savings PlanLoring, Wolcott & Coolidge R…$33MAbm Mechanical, Inc. Employee Stock Ownership 401(k) PlanAbm Mechanical, Inc. Employe…$33MElectro-Mechanical Retirement PlanElectro-Mechanical Retiremen…$33MThe Bionetics Corporation 401(k) Savings PlanThe Bionetics Corporation 40…$33MThe Don Chapin Co., Inc. 401(k) PlanThe Don Chapin Co., Inc. 401…$33M
End-of-year total assets ($M) among Loring, Wolcott & Coolidge Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN273396508
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loring, Wolcott & Coolidge Trust, LLC)

Sponsor-wide plan assets over time

All Loring, Wolcott & Coolidge Trust, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 65.93723337028807% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.3M $42M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 85 $25M
2023 1 92 $33M
2024 1 94 $42M

Nearby 401(k) Plans in Massachusetts

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

Loring, Wolcott & Coolidge Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Loring, Wolcott & Coolidge Retirement Savings Plan, Total assets ($B): 0.033066704 · Participants: 92Loring, Wolcott & Coolidge Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Loring, Wolcott & Coolidge Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Loring, Wolcott & Coolidge Retirement Savings Plan side-by-side with 3 peers →

Loring, Wolcott & Coolidge Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Abm Mechanical, Inc. Employee Stock Ownership 401(k) Plan in ME ($33M); by covered participants it is Melanson, P.C. 401(k) Plan in NH (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Loring, Wolcott & Coolidge Retirement Savings Plan assets move in 2023? ▼
Loring, Wolcott & Coolidge Retirement Savings Plan surged - up 30.7% during 2023, from $25M to $33M. Reported net income was $8M.
How have Loring, Wolcott & Coolidge Trust, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loring, Wolcott & Coolidge Trust, LLC's sponsor-wide assets grew 65.9%, from $25M to $42M.
Where does Loring, Wolcott & Coolidge Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Loring, Wolcott & Coolidge Retirement Savings Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Loring, Wolcott & Coolidge Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abm Mechanical, Inc. Employee Stock Ownership 401(k) Plan in ME ($33M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Loring, Wolcott & Coolidge Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Melanson, P.C. 401(k) Plan in NH (92 participants, N/A 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 273396508.

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.