401(k) · DOL Form 5500 · 2024

Loeb Partners Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
8
Participants Small participant base
48th
Percentile by assets National rank
$868,975
Avg per participant High balance/head
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Official DOL plan name: Loeb Partners Corporation Profit Sharing Plan · Sponsored by Loeb Partners Corporation · New York · Finance & Insurance

$7M in assets, 8 participants

Loeb Partners Corporation's Loeb Partners Corporation Profit Sharing Plan reported $7M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,827 in Finance & Insurance (8,549 peers)

Loeb Partners Corporation multi-year trail

Loeb Partners Corporation's plans moved +26.9% in assets from 2022 to 2024; this filing shows Loeb Partners Corporation Profit Sharing Plan at $7M / 8 participants.

#2,827
in Finance & Insurance (8,549 peers)
+17.2%
assets growth YoY

Loeb Partners Corporation Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Loeb Partners Corporation Profit Sharing Plan vs every filed plan by assets

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

$6,951,803 48th percentile higher than 48% 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

Loeb Partners Corporation 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. Loeb Partners Corporation Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loeb Partners Corporation Profit Sharing Plan reported net income rose from $456K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Loeb Partners Corporation Profit Sharing Plan reported participants rose from 6 in the plan year 2023 filing to 8 in the plan year 2024 filing.
  • Loeb Partners Corporation Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133114801 · Loeb Partners Corporation PY 2024 · 401(k)

Loeb Partners Corporation Profit Sharing Plan · $7M · 8 · 48th

  • SCH $7M
  • EBSA 8
  • PART 48th
  • TYPE 401(k)
  • NET near Northumberland Lmg Corporation 401(k) and Profit Sharing Plan
  • BOOK ind #2827

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 Finance & Insurance retirement plans → · Plans in New York →

Loeb Partners Corporation Profit Sharing Plan in the asset neighbourhood

Loeb Partners Corporation Profit Sharing PlanLoeb Partners Corporation Pr…$7MNorthumberland Lmg Corporation 401(k) and Profit Sharing PlanNorthumberland Lmg Corporati…$7MComputer Data Source LLC 401(k) Plan and TrustComputer Data Source LLC 401…$7MUbg 401(k) - Ag Partners$7MWellpower Hourly 401(k) Plan$7M
End-of-year total assets ($M) among Loeb Partners Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Loeb Partners Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Loeb Partners Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 26.89627414168721% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.48M $6.95M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 7 $5M
2023 1 6 $6M
2024 1 8 $7M

Loeb Partners Corporation filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN133114801
Plan Effective Date1946-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Loeb Partners Corporation Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Loeb Partners Corporation Profit Sharing Plan, Total assets ($B): 0.006951803 · Participants: 8Loeb Partners Corporation Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Loeb Partners Corporation Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Loeb Partners Corporation Profit Sharing Plan side-by-side with 3 peers →

Loeb Partners Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Northumberland Lmg Corporation 401(k) and Profit Sharing Plan in NC ($7M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Loeb Partners Corporation Profit Sharing Plan assets move in 2024? ▼
Loeb Partners Corporation Profit Sharing Plan grew sharply - up 17.2% during 2024, from $6M to $7M. Reported net income was $1M.
How have Loeb Partners Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loeb Partners Corporation's sponsor-wide assets grew 26.9%, from $5M to $7M.
Which 401(k) plans are similar in size to Loeb Partners Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northumberland Lmg Corporation 401(k) and Profit Sharing Plan in NC ($7M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Loeb Partners Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 133114801.

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.