401(k) · DOL Form 5500 · 2023

Loomis, Sayles & Company, L.P. 401(k) Plan

Data updated 2026-08-11

$565M
Total assets: 810
Participants: 98th
Percentile by assets: $697,595
Avg per participant

Official DOL plan name: Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan · Sponsored by Loomis, Sayles & Company, L.P. · Massachusetts · Finance & Insurance

$565M in assets, 810 participants

Loomis, Sayles & Company, L.P.'s Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported $565M in total assets and 810 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#8,510 in Finance & Insurance (8,869 peers)

Where Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits by assets

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits in the top 5% of all filed plans by assets, $565M for 810 participants (~$697,595/participant), up 15.2% in 2023.

$565M
total plan assets (2023 EOY): 810
covered participants: 98th
percentile by assets (of 127,072 plans): $697,595
avg assets per participant

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported net income rose from -$99M in the plan year 2022 filing to $75M in the plan year 2023 filing.
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan end-of-year assets rose from $490M in the plan year 2022 filing to $565M in the plan year 2023 filing.
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported participants rose from 758 in the plan year 2022 filing to 810 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Finance & Insurance

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs the 2023 asset distribution

By assets, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 5.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$490M
Net Assets (End of Year)	$565M
Net Income	$75M
Employer EIN	043200030
Plan Effective Date	1952-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Loomis, Sayles & Company, L.P.)

Total plan assets by year, all Loomis, Sayles & Company, L.P. plans on file

Year	Plans	Participants	Total Assets
2022	2	907	$618M
2023	2	951	$701M
2024	2	901	$773M

Nearby 401(k) Plans in Massachusetts

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

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $28.6B · 62,289
Liberty Mutual 401(k) Plan $10.6B · 37,052
Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
Philips North America 401(k) Plan $5.8B · 19,120

Compare Loomis, Sayles & Company, L.P. Employees… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan by total assets, not by location.

Waupaca Foundry, Inc. Consolidated Retirement Plan (WI) $565M · 3,346
Husch Blackwell LLP 401(k) Plan (MO) $566M · 1,456
Horizon Air Savings Investment Plan (WA) $566M · 4,550
Api Group, Inc. 401(k) & Profit Sharing Plan (MN) $567M · 5,691

Frequently Asked Questions

How did Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan assets move in 2023? ▼

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan grew sharply - up 15.2% during 2023, from $490M to $565M. Reported net income was $75M.

How have Loomis, Sayles & Company, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Loomis, Sayles & Company, L.P.'s sponsor-wide assets grew 25.2%, from $618M to $773M.

Where does Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan ranks in the 98th 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 Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Waupaca Foundry, Inc. Consolidated Retirement Plan in WI ($565M, 3,346 participants).

Next read for Loomis, Sayles & Company, L.P. Employees…

Scale reading

Ways to act on Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's numbers.

By total assets, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Loomis, Sayles & Company, L.P.'s sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 043200030.