Other · DOL Form 5500 · 2023

Loomis House, Inc. Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
341
Participants Below avg headcount
49th
Percentile by assets National rank
$18,337
Avg per participant Low balance/head
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Official DOL plan name: The Loomis Communities 403(b) Retirement Plan · Sponsored by Loomis House, Inc. · Massachusetts · Healthcare & Social Assistance

$6M in assets, 341 participants

Loomis House, Inc.'s The Loomis Communities 403(b) Retirement Plan reported $6M in total assets and 341 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,487 in Healthcare & Social Assistance (17,684 peers)

Loomis House, Inc. multi-year trail

Loomis House, Inc.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows The Loomis Communities 403(b) Retirement Plan at $6M / 341 participants.

#9,487
in Healthcare & Social Assistance (17,684 peers)
+14.7%
assets growth YoY

The Loomis Communities 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Loomis Communities 403(b) Retirement Plan vs every filed plan by assets

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

$6,253,042 49th percentile higher than 49% 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

The Loomis Communities 403(b) Retirement Plan 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. The Loomis Communities 403(b) Retirement Plan sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Loomis Communities 403(b) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $802K in the plan year 2023 filing.
  • The Loomis Communities 403(b) Retirement Plan reported participants fell from 441 in the plan year 2022 filing to 341 in the plan year 2023 filing.
  • The Loomis Communities 403(b) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 042108366 · Loomis House, Inc. PY 2023 · Other

The Loomis Communities 403(b) Retirement Plan · $6M · 341 · 49th

  • RANK $6M
  • RANK 341
  • RANK 49th
  • RANK Other
  • RANK near The Centers for Habilitation 403(b) Plan
  • RANK ind #9487

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

The Loomis Communities 403(b) Retirement Plan in the asset neighbourhood

The Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$6MThe Centers for Habilitation 403(b) PlanThe Centers for Habilitation…$6MCommunity Guidance Center Tax Sheltered Annuity 403(b) PlanCommunity Guidance Center Ta…$6MIndustries for the Blind and Visually Impaired, Inc. Retirement Savings PlanIndustries for the Blind and…$6MA.a. World Services, Inc. and a.a. Grapevine, Inc. Defined Contribution Retirement PlanA.a. World Services, Inc. an…$6M
End-of-year total assets ($M) among The Loomis Communities 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Loomis House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Loomis House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.608415571055424% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.45M $7.17M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 441 $5M
2023 1 341 $6M
2024 1 426 $7M

Loomis House, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$802K
Employer EIN042108366
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

The Loomis Communities 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants The Loomis Communities 403(b) Retirement Plan, Total assets ($B): 0.006253042 · Participants: 341The Loomis Communities 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
The Loomis Communities 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Loomis Communities 403(b) Retirement Plan side-by-side with 3 peers →

The Loomis Communities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is The Centers for Habilitation 403(b) Plan in AZ ($6M); by covered participants it is Porter-Gaud School Defined Contribution Retirement Plan in SC (341 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (341 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 The Loomis Communities 403(b) Retirement Plan assets move in 2023? ▼
The Loomis Communities 403(b) Retirement Plan grew at a solid clip - up 14.7% during 2023, from $5M to $6M. Reported net income was $802K.
How have Loomis House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loomis House, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $7M.
Which Other plans are similar in size to The Loomis Communities 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is The Centers for Habilitation 403(b) Plan in AZ ($6M, 392 participants).
Which Other plans cover a similar participant headcount to The Loomis Communities 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Porter-Gaud School Defined Contribution Retirement Plan in SC (341 participants, $51M 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 042108366.

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.