Other · DOL Form 5500 · 2023

Loomis Chaffee School Retirement Plan

Data updated 2026-08-25

$119M
Total assets Near avg plan size
305
Participants Below avg headcount
92nd
Percentile by assets National rank
$388,616
Avg per participant High balance/head
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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.

  • #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.

#3,241
in Educational Services (3,735 peers)
+6.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

The Loomis Institute Pension Plan's outsized position 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 $2,050,000,000 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

The Loomis Institute 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. The Loomis Institute Pension Plan sits mid-pack in the medium band (305 participants).

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 →

Published 5500 schedule card

Filing strip 060653119 · Loomis Chaffee School PY 2023 · Other

The Loomis Institute Pension Plan · $119M · 305 · 92nd

  • EIN $119M
  • RANK 305
  • PHOTO 92nd
  • IND Other
  • EOY near 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania
  • 5500 ind #3241

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 Educational Services retirement plans → · Plans in Connecticut →

The Loomis Institute Pension Plan in the asset neighbourhood

National Audubon Society Tax Deferred Annuity PlanNational Audubon Society Tax…$119MRegional Enterprises, Inc. 403(b) PlanRegional Enterprises, Inc. 4…$119M403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania403(b) Thrift Plan for Conco…$119MThe Loomis Institute Pension PlanThe Loomis Institute Pension…$119MWillis-Knighton Health System 403(b) PlanWillis-Knighton Health Syste…$118M
End-of-year total assets ($M) among The Loomis Institute Pension Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Loomis Chaffee School plans reported in each filing year

Latest sponsor-wide plan assets
$126M 13.789652979465169% vs 2022
2024 filing year
$105M$110M$115M$120M$125M$130M 202220232024 $111M $126M ▲ +13.8%
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 ($B) Participants The Loomis Institute Pension Plan, Total assets ($B): 0.11852784 · Participants: 305The Loomis Institute Pension PlanYale University Retirement Account Plan, Total assets ($B): 7.406887292 · Participants: 12259Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.999824405 · Participants: 22121Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.840086772 · Participants: 18754Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.705011479 · Participants: 2287Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.642937869 · Participants: 5192Hartford Healthcare 403(b)Plan
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 →

The Loomis Institute Pension Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is 403(b) Thrift Plan for Concordia Lutheran Ministries Cabot, Pennsylvania in PA ($119M); by covered participants it is Cherokee Regional Medical Center Tax Deferred Annuity Plan in IA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 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).
Which Other plans cover a similar participant headcount to The Loomis Institute Pension Plan? ▼
Among Other plans in other states, the closest by covered participants is Cherokee Regional Medical Center Tax Deferred Annuity Plan in IA (305 participants, $20M 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 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.