401(k) · DOL Form 5500 · 2023

Loop Capital Markets, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
271
Participants Below avg headcount
84th
Percentile by assets National rank
$156,384
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loop Capital Markets, LLC 401(k) Plan & Trust · Sponsored by Loop Capital Markets, LLC · Illinois · Finance & Insurance

$42M in assets, 271 participants

Loop Capital Markets, LLC's Loop Capital Markets, LLC 401(k) Plan & Trust reported $42M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,658 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Loop Capital Markets, LLC 401(k) Plan & Trust covers 271 participants in Illinois, about 35% of the average Illinois filer (state average ~779 per filing). Assets: $42M.

#6,658
in Finance & Insurance (8,869 peers)
+26.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Loop Capital Markets, LLC 401(k) Plan & Trust's outsized position by total assets

Loop Capital Markets, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$42,380,160 Top 16% higher than 84% 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

Loop Capital Markets, LLC 401(k) 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. Loop Capital Markets, LLC 401(k) Plan & Trust sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loop Capital Markets, LLC 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Loop Capital Markets, LLC 401(k) Plan & Trust reported participants rose from 213 in the plan year 2022 filing to 271 in the plan year 2023 filing.
  • Loop Capital Markets, LLC 401(k) Plan & Trust end-of-year assets rose from $34M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364164012 · Loop Capital Markets, LLC PY 2023 · 401(k)

Loop Capital Markets, LLC 401(k) Plan & Trust · $42M · 271 · 84th

  • EOY $42M
  • EOY 271
  • EOY 84th
  • EOY 401(k)
  • EOY near Chartwell Law Offices, L.L.P. 401(k) Profit Sharing Plan
  • EOY ind #6658

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 Finance & Insurance retirement plans → · Plans in Illinois →

Loop Capital Markets, LLC 401(k) Plan & Trust in the asset neighbourhood

Avamere Health Services 401(k) PlanAvamere Health Services 401(…$42MNyx, Inc. & Affiliates 401(k) PlanNyx, Inc. & Affiliates 401(k…$42MLoop Capital Markets, LLC 401(k) Plan & TrustLoop Capital Markets, LLC 40…$42MChartwell Law Offices, L.L.P. 401(k) Profit Sharing PlanChartwell Law Offices, L.L.P…$42MDigestive Healthcare of Georgia, P.C. 401(k) Profit Sharing PlanDigestive Healthcare of Geor…$42M
End-of-year total assets ($M) among Loop Capital Markets, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN364164012
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loop Capital Markets, LLC)

Sponsor-wide plan assets over time

All Loop Capital Markets, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 54.54601187279087% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.5M $51.8M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 213 $34M
2023 1 271 $42M
2024 1 262 $52M

Nearby 401(k) Plans in Illinois

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

Loop Capital Markets, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Loop Capital Markets, LLC 401(k) Plan & Trust, Total assets ($B): 0.04238016 · Participants: 271Loop Capital Markets, LLC 401(k) Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Loop Capital Markets, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Loop Capital Markets, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Loop Capital Markets, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Chartwell Law Offices, L.L.P. 401(k) Profit Sharing Plan in PA ($42M); by covered participants it is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Loop Capital Markets, LLC 401(k) Plan & Trust assets move in 2023? ▼
Loop Capital Markets, LLC 401(k) Plan & Trust grew sharply - up 26.4% during 2023, from $34M to $42M. Reported net income was $9M.
How have Loop Capital Markets, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loop Capital Markets, LLC's sponsor-wide assets grew 54.5%, from $34M to $52M.
Where does Loop Capital Markets, LLC 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Loop Capital Markets, LLC 401(k) Plan & Trust ranks in the 84th 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 Loop Capital Markets, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Chartwell Law Offices, L.L.P. 401(k) Profit Sharing Plan in PA ($42M, 391 participants).
Which 401(k) plans cover a similar participant headcount to Loop Capital Markets, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sellen Construction Co., Inc. 401(k) and Wealthbuilder Retirement Plan in WA (271 participants, $96M 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 364164012.

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.