401(k) · DOL Form 5500 · 2023

Loar Group Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
809
Participants Near avg headcount
88th
Percentile by assets National rank
$80,146
Avg per participant Below avg balance/head
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Official DOL plan name: Loar Group Inc. 401(k) Plan · Sponsored by Loar Group Inc. · New York · Manufacturing

$65M in assets, 809 participants

Loar Group Inc.'s Loar Group Inc. 401(k) Plan reported $65M in total assets and 809 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,404 in Manufacturing (18,722 peers)

Where Loar Group Inc. 401(k) Plan sits by assets

Loar Group Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $65M for 809 participants (~$80,146/participant), up 12.0% in 2023.

#15,404
in Manufacturing (18,722 peers)
+12.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Loar Group Inc. 401(k) Plan's outsized position by total assets

Loar Group Inc. 401(k) Plan vs every filed plan by assets

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

$64,838,481 Top 12% higher than 88% 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

Loar Group Inc. 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. Loar Group Inc. 401(k) Plan sits mid-pack in the medium band (809 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loar Group Inc. 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Loar Group Inc. 401(k) Plan end-of-year assets rose from $58M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Loar Group Inc. 401(k) Plan reported participants rose from 798 in the plan year 2022 filing to 809 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454104058 · Loar Group Inc. PY 2023 · 401(k)

Loar Group Inc. 401(k) Plan · $65M · 809 · 88th

  • BOOK $65M
  • VS-ST 809
  • BOY 88th
  • SCH 401(k)
  • EBSA near Damuth Services, Inc. Profit Sharing 401(k) Plan
  • PART ind #15404

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 Manufacturing retirement plans → · Plans in New York →

Loar Group Inc. 401(k) Plan in the asset neighbourhood

Ba Holdings, Inc. Savings PlanBa Holdings, Inc. Savings Pl…$65MLoar Group Inc. 401(k) Plan$65MDamuth Services, Inc. Profit Sharing 401(k) PlanDamuth Services, Inc. Profit…$65MData Systems Analysts, Inc. Cash or Deferral PlanData Systems Analysts, Inc. …$65MFnb Retirement Success Pooled Employer PlanFnb Retirement Success Poole…$65M
End-of-year total assets ($M) among Loar Group Inc. 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)$58M
Net Assets (End of Year)$65M
Net Income$7M
Employer EIN454104058
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loar Group Inc.)

Sponsor-wide plan assets over time

All Loar Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$76M 31.715902511963947% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $57.9M $76.3M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 798 $58M
2023 1 809 $65M
2024 1 926 $76M

Nearby 401(k) Plans in New York

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

Loar Group Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Loar Group Inc. 401(k) Plan, Total assets ($B): 0.064838481 · Participants: 809Loar Group Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Loar Group Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Loar Group Inc. 401(k) Plan side-by-side with 3 peers →

Loar Group Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Damuth Services, Inc. Profit Sharing 401(k) Plan in VA ($65M); by covered participants it is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Findlay) in OH (809 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (809 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 Loar Group Inc. 401(k) Plan assets move in 2023? ▼
Loar Group Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2023, from $58M to $65M. Reported net income was $7M.
How have Loar Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loar Group Inc.'s sponsor-wide assets grew 31.7%, from $58M to $76M.
Where does Loar Group Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Loar Group Inc. 401(k) Plan ranks in the 88th 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 Loar Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Damuth Services, Inc. Profit Sharing 401(k) Plan in VA ($65M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Loar Group Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooper Tire & Rubber Company Pre-Tax Savings Plan (Findlay) in OH (809 participants, $58M 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 454104058.

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.