401(k) · DOL Form 5500 · 2023

Loretto Management Corporation 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
573
Participants Below avg headcount
85th
Percentile by assets National rank
$81,901
Avg per participant Below avg balance/head
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Official DOL plan name: Loretto Employee 401(k) Savings Plan · Sponsored by Loretto Management Corporation · New York · Healthcare & Social Assistance

$47M in assets, 573 participants

Loretto Management Corporation's Loretto Employee 401(k) Savings Plan reported $47M in total assets and 573 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #15,409 in Healthcare & Social Assistance (17,684 peers)

Where Loretto Employee 401(k) Savings Plan sits by assets

Loretto Employee 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $47M for 573 participants (~$81,901/participant), up 19.9% in 2023.

#15,409
in Healthcare & Social Assistance (17,684 peers)
+19.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Loretto Employee 401(k) Savings Plan's outsized position by total assets

Loretto Employee 401(k) Savings Plan vs every filed plan by assets

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

$46,929,441 Top 15% higher than 85% 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

Loretto Employee 401(k) Savings 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. Loretto Employee 401(k) Savings Plan sits mid-pack in the medium band (573 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loretto Employee 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Loretto Employee 401(k) Savings Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Loretto Employee 401(k) Savings Plan reported participants rose from 536 in the plan year 2022 filing to 573 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 222873640 · Loretto Management Corporation PY 2023 · 401(k)

Loretto Employee 401(k) Savings Plan · $47M · 573 · 85th

  • PHOTO $47M
  • IND 573
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Rhf Investments, Inc. 401(k) Savings Plan
  • PCT ind #15409

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 New York →

Loretto Employee 401(k) Savings Plan in the asset neighbourhood

Loretto Employee 401(k) Savings PlanLoretto Employee 401(k) Savi…$47MRhf Investments, Inc. 401(k) Savings PlanRhf Investments, Inc. 401(k)…$47MHealthcare Realty Trust Inc. 401(k) Profit Sharing PlanHealthcare Realty Trust Inc.…$47MKisinger Campo & Associates Corporation Savings PlanKisinger Campo & Associates …$47MCcrm Fertility Network 401(k) PlanCcrm Fertility Network 401(k…$47M
End-of-year total assets ($M) among Loretto Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN222873640
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loretto Management Corporation)

Sponsor-wide plan assets over time

All Loretto Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.16906363997944% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $53.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 536 $39M
2023 1 573 $47M
2024 1 598 $53M

Nearby 401(k) Plans in New York

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

Loretto Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Loretto Employee 401(k) Savings Plan, Total assets ($B): 0.046929441 · Participants: 573Loretto Employee 401(k) Savings 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
Loretto Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Loretto Employee 401(k) Savings Plan side-by-side with 3 peers →

Loretto Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rhf Investments, Inc. 401(k) Savings Plan in NC ($47M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (573 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Loretto Employee 401(k) Savings Plan assets move in 2023? ▼
Loretto Employee 401(k) Savings Plan grew sharply - up 19.9% during 2023, from $39M to $47M. Reported net income was $8M.
How have Loretto Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loretto Management Corporation's sponsor-wide assets grew 36.2%, from $39M to $53M.
Where does Loretto Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Loretto Employee 401(k) Savings Plan ranks in the 85th 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 Loretto Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rhf Investments, Inc. 401(k) Savings Plan in NC ($47M, 1,676 participants).
Which 401(k) plans cover a similar participant headcount to Loretto Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mood401(k) Savings and Retirement Plan in TX (573 participants, $78M 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 222873640.

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.