Defined Benefit (Pension) · DOL Form 5500 · 2023

Loomis, Sayles & Company, L.P. Pension Plan

Data updated 2026-08-11

$136M
Total assets
141
Participants
93rd
Percentile by assets
$966,372
Avg per participant
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Official DOL plan name: Loomis-Sayles Funded Pension Plan · Sponsored by Loomis, Sayles & Company, L.P. · Massachusetts · Finance & Insurance

$136M in assets, 141 participants

Loomis, Sayles & Company, L.P.'s Loomis-Sayles Funded Pension Plan reported $136M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,905 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Loomis-Sayles Funded Pension Plan covers 141 participants in Massachusetts, about 21% of the average Massachusetts filer (state average ~659 per filing). Assets: $136M.

$136M
total plan assets (2023 EOY)
141
covered participants
93rd
percentile by assets (of 127,072 plans)
$966,372
avg assets per participant

Where Loomis-Sayles Funded Pension Plan sits by total assets

Loomis-Sayles Funded Pension Plan vs every filed plan by assets

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

$136,258,489 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loomis-Sayles Funded Pension Plan reported net income rose from -$66M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Loomis-Sayles Funded Pension Plan end-of-year assets rose from $127M in the plan year 2022 filing to $136M in the plan year 2023 filing.
  • Loomis-Sayles Funded Pension Plan reported participants fell from 149 in the plan year 2022 filing to 141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Massachusetts
Industry
Finance & Insurance

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Loomis-Sayles Funded Pension Plan reports 141 participants - about 21% of that state average ($136M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$136M
Net Income$9M
Employer EIN043200030
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

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

$600M$650M$700M$750M$800M 202220232024 $618M $773M ▲ +25.2%
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 Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Loomis-Sayles Funded Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Loomis-Sayles Funded…, Total assets ($B): 0.136258489 · Participants: 141Loomis-Sayles Funded…Consolidated Cash Ba…, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Ba…New England Teamster…, Total assets ($B): 9.092299586 · Participants: 21786New England Teamster…Liberty Mutual Retir…, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retir…Massachusetts Instit…, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Instit…N. Atlantic States C…, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States C…
Loomis-Sayles Funded Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Loomis-Sayles Funded Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Loomis-Sayles Funded Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Loomis-Sayles Funded Pension Plan assets move in 2023? ▼
Loomis-Sayles Funded Pension Plan grew at a solid clip - up 7.0% during 2023, from $127M to $136M. Reported net income was $9M.
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 Funded Pension Plan rank by assets among Form 5500 filers? ▼
Loomis-Sayles Funded Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Loomis-Sayles Funded Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Care New England Pension Plan in RI ($137M, 1,851 participants).

Next read for Loomis-Sayles Funded Pension Plan

Filing takeaways

Ways to act on Loomis-Sayles Funded Pension Plan's numbers.

  • By total assets, Loomis-Sayles Funded Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.

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.