401(k) · DOL Form 5500 · 2023

Loftware, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
211
Participants Below avg headcount
74th
Percentile by assets National rank
$104,971
Avg per participant Below avg balance/head
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Official DOL plan name: Loftware, Inc. 401(k) Profit Sharing Plan · Sponsored by Loftware, Inc. · New Hampshire · Information & Media

$22M in assets, 211 participants

Loftware, Inc.'s Loftware, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,833 in Information & Media (2,818 peers)

Loftware, Inc. multi-year trail

Loftware, Inc.'s plans moved +73.1% in assets from 2022 to 2024; this filing shows Loftware, Inc. 401(k) Profit Sharing Plan at $22M / 211 participants.

#1,833
in Information & Media (2,818 peers)
+54.4%
assets growth YoY

Loftware, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Loftware, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,148,918 Top 26% higher than 74% 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

Loftware, Inc. 401(k) Profit Sharing 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. Loftware, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (211 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Loftware, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Loftware, Inc. 401(k) Profit Sharing Plan reported participants rose from 135 in the plan year 2022 filing to 211 in the plan year 2023 filing.
  • Loftware, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010439980 · Loftware, Inc. PY 2023 · 401(k)

Loftware, Inc. 401(k) Profit Sharing Plan · $22M · 211 · 74th

  • EOY $22M
  • EOY 211
  • EOY 74th
  • EOY 401(k)
  • EOY near Pickering, Inc. 401(k) Plan
  • EOY ind #1833

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 Information & Media retirement plans → · Plans in New Hampshire →

Loftware, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Loftware, Inc. 401(k) Profit Sharing PlanLoftware, Inc. 401(k) Profit…$22MPickering, Inc. 401(k) Plan$22MQuestec 401(k) Defined Contribution Retirement PlanQuestec 401(k) Defined Contr…$22MCapstone Management, LLC 401(k) PlanCapstone Management, LLC 401…$22MMarlette Regional Hospital 401(k) Savings PlanMarlette Regional Hospital 4…$22M
End-of-year total assets ($M) among Loftware, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Loftware, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Loftware, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 73.07733079604266% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.4M $24.8M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 135 $14M
2023 1 211 $22M
2024 1 214 $25M

Loftware, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$22M
Net Income$6M
Employer EIN010439980
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Loftware, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Loftware, Inc. 401(k) Profit Sharing Plan, Total assets ($M): 22.148918 · Participants: 211Loftware, Inc. 401(k) Profit Sharing PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Loftware, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Loftware, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Loftware, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Pickering, Inc. 401(k) Plan in TN ($22M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (211 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 Loftware, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Loftware, Inc. 401(k) Profit Sharing Plan surged - up 54.4% during 2023, from $14M to $22M. Reported net income was $6M.
How have Loftware, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loftware, Inc.'s sponsor-wide assets grew 73.1%, from $14M to $25M.
Which 401(k) plans are similar in size to Loftware, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pickering, Inc. 401(k) Plan in TN ($22M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Loftware, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants, N/A 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 010439980.

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.