Profit Sharing · DOL Form 5500 · 2024

Loberg & Loberg Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$421,344
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loberg & Loberg Profit Sharing Plan · Sponsored by Loberg & Loberg · Wisconsin · Professional & Technical Services

$4M in assets, 9 participants

Loberg & Loberg's Loberg & Loberg Profit Sharing Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,940 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 Profit Sharing Plan at $4M / 9 participants.

#6,940
in Professional & Technical Services (20,173 peers)
+21.0%
assets growth YoY

Loberg & Loberg Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Loberg & Loberg Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,792,098 37th percentile higher than 37% of 123,620 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 2024

Loberg & Loberg Profit Sharing 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 Profit Sharing 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 Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Loberg & Loberg Profit Sharing Plan reported net income rose from $624K in the plan year 2023 filing to $659K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 475575982 · Loberg & Loberg PY 2024 · Profit Sharing

Loberg & Loberg Profit Sharing Plan · $4M · 9 · 37th

  • SCH $4M
  • SCH 9
  • SCH 37th
  • SCH Profit Sharing
  • SCH near Confidence Plumbing Company Profit Sharing Plan
  • SCH ind #6940

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 Profit Sharing Plan in the asset neighbourhood

Confidence Plumbing Company Profit Sharing PlanConfidence Plumbing Company …$4MApis Capital Advisors LLC Profit Sharing Plan & TrustApis Capital Advisors LLC Pr…$4MStuart S. Kassan, M.D., F.a. C. P., P.C. Profit Sharing PlanStuart S. Kassan, M.D., F.a.…$4MLoberg & Loberg Profit Sharing PlanLoberg & Loberg Profit Shari…$4MThe George R. Brown Partnership Retirement PlanThe George R. Brown Partners…$4M
End-of-year total assets ($M) among Loberg & Loberg Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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
$3M$4M$5M$6M$7M 202220232024 $3.98M $6.07M ▲ +52.5%
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)$3M
Net Assets (End of Year)$4M
Net Income$659K
Employer EIN475575982
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Loberg & Loberg Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Loberg & Loberg Profit Sharing Plan, Total assets ($B): 0.003792098 · Participants: 9Loberg & Loberg Profit Sharing PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.423367509 · Participants: 5999The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.89339569 · Participants: 10194Aspirus, Inc. Retirement PlanThedacare Retirement and 403(b) Savings Plan, Total assets ($B): 0.837627767 · Participants: 6180Thedacare Retirement and 403(b) Savings PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.374033662 · Participants: 1894Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Clarios Retirement Savings and Investment Plan, Total assets ($B): 0.3336107 · Participants: 5088Clarios Retirement Savings and Investment Plan
Loberg & Loberg Profit Sharing Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Loberg & Loberg Profit Sharing Plan side-by-side with 3 peers →

Loberg & Loberg Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Confidence Plumbing Company Profit Sharing Plan in CO ($4M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Loberg & Loberg Profit Sharing Plan assets move in 2024? ▼
Loberg & Loberg Profit Sharing Plan grew sharply - up 21.0% during 2024, from $3M to $4M. Reported net income was $659K.
How have Loberg & Loberg plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loberg & Loberg's sponsor-wide assets grew 52.6%, from $4M to $6M.
Which Profit Sharing plans are similar in size to Loberg & Loberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Confidence Plumbing Company Profit Sharing Plan in CO ($4M, 120 participants).
Which Profit Sharing plans cover a similar participant headcount to Loberg & Loberg Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 475575982.

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.