Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$136M
Total assets Near avg plan size
141
Participants Small participant base
93rd
Percentile by assets National rank
$966,372
Avg per participant High balance/head
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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.

  • #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.

#7,905
in Finance & Insurance (8,869 peers)
+7.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Loomis-Sayles Funded Pension Plan's outsized position 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 $2,050,000,000 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

Loomis-Sayles Funded Pension 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 Funded Pension Plan sits mid-pack in the medium band (141 participants).

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 →

DOL schedule card

Filing strip 043200030 · Loomis, Sayles & Company, L.P. PY 2023 · Defined Benefit (Pension)

Loomis-Sayles Funded Pension Plan · $136M · 141 · 93rd

  • EIN $136M
  • RANK 141
  • PHOTO 93rd
  • IND Defined Benefit (Pension)
  • EOY near Care New England Pension Plan
  • 5500 ind #7905

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 Funded Pension Plan in the asset neighbourhood

Watlow Group Pension Plan$137MCare New England Pension Plan$137MLoomis-Sayles Funded Pension PlanLoomis-Sayles Funded Pension…$136MStanford Health Care Staff Pension PlanStanford Health Care Staff P…$136MMorgan US Employees' Retirement PlanMorgan US Employees' Retirem…$136M
End-of-year total assets ($M) among Loomis-Sayles Funded Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

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.)

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
$600M$650M$700M$750M$800M 202220232024 $618M $773M ▲ +25.2%
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 ($B) Participants Loomis-Sayles Funded Pension Plan, Total assets ($B): 0.136258489 · Participants: 141Loomis-Sayles Funded Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
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 →

Loomis-Sayles Funded Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Care New England Pension Plan in RI ($137M); by covered participants it is Shure Incorporated Employees' Retirement Plan in IL (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Loomis-Sayles Funded Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Shure Incorporated Employees' Retirement Plan in IL (141 participants, $15M 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 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.