Money Purchase · DOL Form 5500 · 2024
Loberg & Loberg Money Purchase Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $252,730
- Avg per participant Above avg balance/head
Official DOL plan name: Loberg & Loberg Money Purchase Plan · Sponsored by Loberg & Loberg · Wisconsin · Professional & Technical Services
$2M in assets, 9 participants
Loberg & Loberg's Loberg & Loberg Money Purchase Plan reported $2M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #5,399 in Professional & Technical Services (20,173 peers)
Loberg & Loberg multi-year trail
Loberg & Loberg's plans moved +52.6% in assets from 2022 to 2024; this filing shows Loberg & Loberg Money Purchase Plan at $2M / 9 participants.
- #5,399
- in Professional & Technical Services (20,173 peers)
- +22.8%
- assets growth YoY
Loberg & Loberg Money Purchase Plan among the smaller filed plans by assets
Loberg & Loberg Money Purchase Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,274,569 31st percentile higher than 31% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Loberg & Loberg Money Purchase Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loberg & Loberg Money Purchase Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loberg & Loberg Money Purchase Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Loberg & Loberg Money Purchase Plan reported net income rose from $385K in the plan year 2023 filing to $422K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 475575982 · Loberg & Loberg PY 2024 · Money Purchase
Loberg & Loberg Money Purchase Plan · $2M · 9 · 31st
- TYPE $2M
- NET 9
- BOOK 31st
- VS-ST Money Purchase
- BOY near A. Raimondo, Inc. Defined Contribution Pension Plan
- SCH ind #5399
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 Professional & Technical Services retirement plans → · Plans in Wisconsin →
Loberg & Loberg Money Purchase Plan in the asset neighbourhood
Loberg & Loberg multi-year asset trail
Sponsor-wide plan assets over time
All Loberg & Loberg plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 52.57506881596304% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 15 | $4M |
| 2023 | 2 | 18 | $5M |
| 2024 | 2 | 18 | $6M |
Loberg & Loberg filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $422K |
| Employer EIN | 475575982 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Wisconsin
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Employees Retirement Plan of Marshfield Clinic $1.3B · 8,328
- Telephone and Data Systems, Inc. Pension Plan $509M · 5,326
- North Central States Regional Council of Carpenters Supplemental Retirement Plan $378M · 10,854
- Aspirus, Inc. Frozen 401(a) Plan $133M · 2,145
- Wisconsin Glaziers & Glassworkers Money Purchase Fund $88M · 420
Loberg & Loberg Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount
Outside Wisconsin, the nearest Money Purchase by assets is A. Raimondo, Inc. Defined Contribution Pension Plan in PA ($2M); by covered participants it is Northeast Financial Consultants in CT (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.