401(k) · DOL Form 5500 · 2023

The Loeb Electric Company 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
267
Participants Below avg headcount
73rd
Percentile by assets National rank
$76,453
Avg per participant Below avg balance/head
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Official DOL plan name: Loeb Electric Company 401(k) Profit Sharing Plan & Trust · Sponsored by The Loeb Electric Company · Ohio · Wholesale Trade

$20M in assets, 267 participants

The Loeb Electric Company's Loeb Electric Company 401(k) Profit Sharing Plan & Trust reported $20M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,413 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Loeb Electric Company 401(k) Profit Sharing Plan & Trust covers 267 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#4,413
in Wholesale Trade (6,309 peers)
+18.7%
assets growth YoY

Loeb Electric Company 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Loeb Electric Company 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$20,412,889 Top 27% higher than 73% 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

Loeb Electric Company 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loeb Electric Company 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loeb Electric Company 401(k) Profit Sharing Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Loeb Electric Company 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Loeb Electric Company 401(k) Profit Sharing Plan & Trust reported participants fell from 282 in the plan year 2022 filing to 267 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 314236750 · The Loeb Electric Company PY 2023 · 401(k)

Loeb Electric Company 401(k) Profit Sharing Plan & Trust · $20M · 267 · 73rd

  • ASSETS $20M
  • PCT 267
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Science 37, Inc. 401(k) Profit Sharing Plan
  • IND ind #4413

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 Wholesale Trade retirement plans → · Plans in Ohio →

Loeb Electric Company 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Reich, Adell & Cvitan, a P.C. 401(k)Profit Sharing Plan and TrustReich, Adell & Cvitan, a P.C…$20MLoeb Electric Company 401(k) Profit Sharing Plan & TrustLoeb Electric Company 401(k)…$20MScience 37, Inc. 401(k) Profit Sharing PlanScience 37, Inc. 401(k) Prof…$20MHillmann Consulting 401(k) PlanHillmann Consulting 401(k) P…$20MMorgan-Keller, Inc. 401(k) PlanMorgan-Keller, Inc. 401(k) P…$20M
End-of-year total assets ($M) among Loeb Electric Company 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN314236750
Plan Effective Date1957-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Loeb Electric Company)

Sponsor-wide plan assets over time

All The Loeb Electric Company plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.340685762973955% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.2M $22.9M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 282 $17M
2023 1 267 $20M
2024 1 307 $23M

Nearby 401(k) Plans in Ohio

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

Loeb Electric Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Loeb Electric Company 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.020412889 · Participants: 267Loeb Electric Company 401(k) Profit Sharing Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Loeb Electric Company 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Loeb Electric Company 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Loeb Electric Company 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Science 37, Inc. 401(k) Profit Sharing Plan in CA ($20M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Loeb Electric Company 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Loeb Electric Company 401(k) Profit Sharing Plan & Trust grew sharply - up 18.7% during 2023, from $17M to $20M. Reported net income was $3M.
How have The Loeb Electric Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Loeb Electric Company's sponsor-wide assets grew 33.3%, from $17M to $23M.
Which 401(k) plans are similar in size to Loeb Electric Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Science 37, Inc. 401(k) Profit Sharing Plan in CA ($20M, 440 participants).
Which 401(k) plans cover a similar participant headcount to Loeb Electric Company 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 314236750.

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.