Other · DOL Form 5500 · 2023

Loomis Chaffee School Retirement Plan

Data updated 2026-08-11

$119M
Total assets
305
Participants
92nd
Percentile by assets
$388,616
Avg per participant
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Official DOL plan name: The Loomis Institute Pension Plan · Sponsored by Loomis Chaffee School · Connecticut · Educational Services

$119M in assets, 305 participants

Loomis Chaffee School's The Loomis Institute Pension Plan reported $119M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #3,241 in Educational Services (3,735 peers)

Coverage in Connecticut

The Loomis Institute Pension Plan covers 305 participants in Connecticut, about 43% of the average Connecticut filer (state average ~718 per filing). Assets: $119M.

$119M
total plan assets (2023 EOY)
305
covered participants
92nd
percentile by assets (of 127,072 plans)
$388,616
avg assets per participant

Where The Loomis Institute Pension Plan sits by total assets

The Loomis Institute Pension Plan vs every filed plan by assets

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

$118,527,840 Top 8% higher than 92% 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

  • The Loomis Institute Pension Plan reported net income fell from $10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Loomis Institute Pension Plan end-of-year assets rose from $111M in the plan year 2022 filing to $119M in the plan year 2023 filing.
  • The Loomis Institute Pension Plan reported participants fell from 321 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Connecticut
Industry
Educational Services

Participants vs Connecticut filers

In Connecticut, the average filing covers about 718 participants across 1,906 plans. The Loomis Institute Pension Plan reports 305 participants - about 43% of that state average ($119M EOY assets).

Connecticut filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$119M
Net Income$7M
Employer EIN060653119
Plan Effective Date1936-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loomis Chaffee School)

$105M$110M$115M$120M$125M$130M 202220232024 $111M $126M ▲ +13.8%
Total plan assets by year, all Loomis Chaffee School plans on file
Year Plans Participants Total Assets
2022 1 321 $111M
2023 1 305 $119M
2024 1 307 $126M

Nearby Other Plans in Connecticut

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

The Loomis Institute Pension Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Loomis Institute…, Total assets ($B): 0.11852784 · Participants: 305The Loomis Institute…Yale University Reti…, Total assets ($B): 7.406887292 · Participants: 12259Yale University Reti…Yale-New Haven Hospi…, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospi…Yale University Tax-…, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-…Nuvance Health 403(b…, Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b…Hartford Healthcare …, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare …
The Loomis Institute Pension Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare The Loomis Institute Pension Plan side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Loomis Institute Pension Plan by total assets, not by location.

Frequently Asked Questions

How did The Loomis Institute Pension Plan assets move in 2023? ▼
The Loomis Institute Pension Plan grew at a solid clip - up 6.7% during 2023, from $111M to $119M. Reported net income was $7M.
How have Loomis Chaffee School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loomis Chaffee School's sponsor-wide assets grew 13.8%, from $111M to $126M.
Where does The Loomis Institute Pension Plan rank by assets among Form 5500 filers? ▼
The Loomis Institute Pension Plan ranks in the 92nd 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 Other plans are similar in size to The Loomis Institute Pension Plan? ▼
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in PA ($119M, 3,210 participants).

Next read for The Loomis Institute Pension Plan

Filing takeaways

Ways to act on The Loomis Institute Pension Plan's numbers.

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 060653119.

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.