401(k) · DOL Form 5500 · 2023

Loeb & Loeb LLP 401(k) Plan

Data updated 2026-08-25

$396M
Total assets Above avg plan size
715
Participants Below avg headcount
97th
Percentile by assets National rank
$553,926
Avg per participant High balance/head
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Official DOL plan name: Loeb & Loeb LLP Profit Sharing and 401(k) Plan · Sponsored by Loeb & Loeb LLP · California · Professional & Technical Services

$396M in assets, 715 participants

Loeb & Loeb LLP's Loeb & Loeb LLP Profit Sharing and 401(k) Plan reported $396M in total assets and 715 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,869 in Professional & Technical Services (20,321 peers)

Where Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits by assets

Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits in the top 5% of all filed plans by assets, $396M for 715 participants (~$553,926/participant), up 13.9% in 2023.

#19,869
in Professional & Technical Services (20,321 peers)
+13.9%
assets growth YoY
4.0×
vs typical plan assets (national mean)

Loeb & Loeb LLP Profit Sharing and 401(k) Plan's outsized position by total assets

Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$396,057,278 Top 3% higher than 97% 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 & Loeb LLP Profit Sharing and 401(k) 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. Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (715 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loeb & Loeb LLP Profit Sharing and 401(k) Plan reported net income rose from -$67M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Loeb & Loeb LLP Profit Sharing and 401(k) Plan end-of-year assets rose from $348M in the plan year 2022 filing to $396M in the plan year 2023 filing.
  • Loeb & Loeb LLP Profit Sharing and 401(k) Plan reported participants fell from 727 in the plan year 2022 filing to 715 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951780806 · Loeb & Loeb LLP PY 2023 · 401(k)

Loeb & Loeb LLP Profit Sharing and 401(k) Plan · $396M · 715 · 97th

  • VS-ST $396M
  • VS-ST 715
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Shands Jacksonville Retirement Plan
  • VS-ST ind #19869

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 California →

Loeb & Loeb LLP Profit Sharing and 401(k) Plan in the asset neighbourhood

Wells Enterprises, Inc. 401(k) PlanWells Enterprises, Inc. 401(…$396MPhi Group, Inc. 401(k) Retirement PlanPhi Group, Inc. 401(k) Retir…$396MShands Jacksonville Retirement PlanShands Jacksonville Retireme…$396MLoeb & Loeb LLP Profit Sharing and 401(k) PlanLoeb & Loeb LLP Profit Shari…$396MM. C. Dean, Inc. 401(k) Plan$396M
End-of-year total assets ($M) among Loeb & Loeb LLP Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$348M
Net Assets (End of Year)$396M
Net Income$48M
Employer EIN951780806
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loeb & Loeb LLP)

Sponsor-wide plan assets over time

All Loeb & Loeb LLP plans reported in each filing year

Latest sponsor-wide plan assets
$438M 25.97776347952136% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $348M $438M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 727 $348M
2023 1 715 $396M
2024 1 712 $438M

Nearby 401(k) Plans in California

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

Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Loeb & Loeb LLP Profit Sharing and 401(k) Plan, Total assets ($B): 0.396057278 · Participants: 715Loeb & Loeb LLP Profit Sharing and 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Loeb & Loeb LLP Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Shands Jacksonville Retirement Plan in FL ($396M); by covered participants it is Nmc Group, Inc. 401(k) Retirement Plan in NE (715 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($396M here).

Similar participant headcount

Nearest other-state filings by covered participants (715 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 & Loeb LLP Profit Sharing and 401(k) Plan assets move in 2023? ▼
Loeb & Loeb LLP Profit Sharing and 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $348M to $396M. Reported net income was $48M.
How have Loeb & Loeb LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loeb & Loeb LLP's sponsor-wide assets grew 26.0%, from $348M to $438M.
Where does Loeb & Loeb LLP Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Loeb & Loeb LLP Profit Sharing and 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Loeb & Loeb LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shands Jacksonville Retirement Plan in FL ($396M, 4,980 participants).
Which 401(k) plans cover a similar participant headcount to Loeb & Loeb LLP Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nmc Group, Inc. 401(k) Retirement Plan in NE (715 participants, $79M 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 951780806.

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.