401(k) · DOL Form 5500 · 2024

Herman L. Loeb, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
47
Participants Small participant base
50th
Percentile by assets National rank
$163,876
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Herman L. Loeb, LLC Employee Savings Plan · Sponsored by Herman L. Loeb, LLC · Illinois · Mining & Oil Extraction

$8M in assets, 47 participants

Herman L. Loeb, LLC's Herman L. Loeb, LLC Employee Savings Plan reported $8M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #225 in Mining & Oil Extraction (785 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Herman L. Loeb, LLC Employee Savings Plan ranks #225 of 785 2024 filers by assets (1597% of the sector average)-$8M for 47 participants.

#225
in Mining & Oil Extraction (785 peers)
+27.4%
assets growth YoY

Herman L. Loeb, LLC Employee Savings Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Herman L. Loeb, LLC Employee Savings Plan vs every filed plan by assets

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

$7,702,158 Top 50% higher than 50% 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

Herman L. Loeb, LLC Employee Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Herman L. Loeb, LLC Employee Savings Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Herman L. Loeb, LLC Employee Savings Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Herman L. Loeb, LLC Employee Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Herman L. Loeb, LLC Employee Savings Plan reported participants rose from 44 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 260895400 · Herman L. Loeb, LLC PY 2024 · 401(k)

Herman L. Loeb, LLC Employee Savings Plan · $8M · 47 · 50th

  • TYPE $8M
  • TYPE 47
  • TYPE 50th
  • TYPE 401(k)
  • TYPE near Online Transport, Inc. 401(k) Plan
  • TYPE ind #225

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 Mining & Oil Extraction retirement plans → · Plans in Illinois →

Herman L. Loeb, LLC Employee Savings Plan in the asset neighbourhood

Herman L. Loeb, LLC Employee Savings PlanHerman L. Loeb, LLC Employee…$8MOnline Transport, Inc. 401(k) PlanOnline Transport, Inc. 401(k…$8MKey Rehabilitation, Inc 401(k) Retirement PlanKey Rehabilitation, Inc 401(…$8MS.T. Aberbach Enterprises, Ltd. 401(k) PlanS.T. Aberbach Enterprises, L…$8MPropane Council 401(k) Retirement PlanPropane Council 401(k) Retir…$8M
End-of-year total assets ($M) among Herman L. Loeb, LLC Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN260895400
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Herman L. Loeb, LLC)

Sponsor-wide plan assets over time

All Herman L. Loeb, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 66.66575783542365% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $4.62M $7.7M ▲ +66.7%
Year Plans Participants Total Assets
2022 1 47 $5M
2023 1 44 $6M
2024 1 47 $8M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Herman L. Loeb, LLC Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Herman L. Loeb, LLC Employee Savings Plan, Total assets ($B): 0.007702158 · Participants: 47Herman L. Loeb, LLC Employee Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Herman L. Loeb, LLC Employee Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Herman L. Loeb, LLC Employee Savings Plan side-by-side with 3 peers →

Herman L. Loeb, LLC Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Online Transport, Inc. 401(k) Plan in IN ($8M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Herman L. Loeb, LLC Employee Savings Plan assets move in 2024? ▼
Herman L. Loeb, LLC Employee Savings Plan grew sharply - up 27.4% during 2024, from $6M to $8M. Reported net income was $2M.
How have Herman L. Loeb, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Herman L. Loeb, LLC's sponsor-wide assets grew 66.7%, from $5M to $8M.
Which 401(k) plans are similar in size to Herman L. Loeb, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Online Transport, Inc. 401(k) Plan in IN ($8M, 629 participants).
Which 401(k) plans cover a similar participant headcount to Herman L. Loeb, LLC Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M 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 260895400.

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.