401(k) · DOL Form 5500 · 2023
Loomis, Sayles & Company, L.P. 401(k) Plan
Data updated 2026-08-25
- $565M
- Total assets Above avg plan size
- 810
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $697,595
- Avg per participant High balance/head
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.
- #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.
- #8,510
- in Finance & Insurance (8,869 peers)
- +15.2%
- assets growth YoY
- 5.7×
- vs typical plan assets (national mean)
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's outsized position by total assets
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$565,052,051 Top 2% higher than 98% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement 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. Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (810 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 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.
EBSA filing schedule strip
Filing strip 043200030 · Loomis, Sayles & Company, L.P. PY 2023 · 401(k)
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan · $565M · 810 · 98th
- TYPE $565M
- TYPE 810
- TYPE 98th
- TYPE 401(k)
- TYPE near Waupaca Foundry, Inc. Consolidated Retirement Plan
- TYPE ind #8510
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 Massachusetts →
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Loomis, Sayles & Company, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $773M 25.182037506975956% vs 2022
- 2024 filing year
| 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.
- 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
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Waupaca Foundry, Inc. Consolidated Retirement Plan in WI ($565M); by covered participants it is Hutson Inc. 401(k) Profit Sharing Plan in KY (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($565M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (810 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.