401(k) · DOL Form 5500 · 2024

Loring, Wolcott & Coolidge Trust, LLC 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
94
Participants Small participant base
82nd
Percentile by assets National rank
$446,735
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Loring, Wolcott & Coolidge Retirement Savings Plan · Sponsored by Loring, Wolcott & Coolidge Trust, LLC · Massachusetts · Professional & Technical Services

$42M in assets, 94 participants

Loring, Wolcott & Coolidge Trust, LLC's Loring, Wolcott & Coolidge Retirement Savings Plan reported $42M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,655 in Professional & Technical Services (20,173 peers)

Where Loring, Wolcott & Coolidge Retirement Savings Plan sits by assets

Loring, Wolcott & Coolidge Retirement Savings Plan sits in the top quartile of all filed plans by assets, $42M for 94 participants (~$446,735/participant), up 27.0% in 2024.

#16,655
in Professional & Technical Services (20,173 peers)
+27.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Loring, Wolcott & Coolidge Retirement Savings Plan's outsized position by total assets

Loring, Wolcott & Coolidge Retirement Savings Plan vs every filed plan by assets

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

$41,993,125 Top 18% higher than 82% 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

Loring, Wolcott & Coolidge Retirement 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. Loring, Wolcott & Coolidge Retirement Savings Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loring, Wolcott & Coolidge Retirement Savings Plan end-of-year assets rose from $33M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Loring, Wolcott & Coolidge Retirement Savings Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Loring, Wolcott & Coolidge Retirement Savings Plan reported participants rose from 92 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 273396508 · Loring, Wolcott & Coolidge Trust, LLC PY 2024 · 401(k)

Loring, Wolcott & Coolidge Retirement Savings Plan · $42M · 94 · 82nd

  • BOOK $42M
  • BOOK 94
  • BOOK 82nd
  • BOOK 401(k)
  • BOOK near Eqt Exeter Property Group, LLC 401(k) Plan
  • BOOK ind #16655

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 Professional & Technical Services retirement plans → · Plans in Massachusetts →

Loring, Wolcott & Coolidge Retirement Savings Plan in the asset neighbourhood

Sterling Equities Associates Employees Retirement PlanSterling Equities Associates…$42MApplied Intuition 401(k) Plan$42MMilitary Officers Association of America Retirement Income PlanMilitary Officers Associatio…$42MLoring, Wolcott & Coolidge Retirement Savings PlanLoring, Wolcott & Coolidge R…$42MEqt Exeter Property Group, LLC 401(k) PlanEqt Exeter Property Group, L…$42M
End-of-year total assets ($M) among Loring, Wolcott & Coolidge Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$42M
Net Income$9M
Employer EIN273396508
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loring, Wolcott & Coolidge Trust, LLC)

Sponsor-wide plan assets over time

All Loring, Wolcott & Coolidge Trust, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$42M 65.93723337028807% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.3M $42M ▲ +65.9%
Year Plans Participants Total Assets
2022 1 85 $25M
2023 1 92 $33M
2024 1 94 $42M

Nearby 401(k) Plans in Massachusetts

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

Loring, Wolcott & Coolidge Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Loring, Wolcott & Coolidge Retirement Savings Plan, Total assets ($B): 0.041993125 · Participants: 94Loring, Wolcott & Coolidge Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Loring, Wolcott & Coolidge Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Loring, Wolcott & Coolidge Retirement Savings Plan side-by-side with 3 peers →

Loring, Wolcott & Coolidge Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Eqt Exeter Property Group, LLC 401(k) Plan in PA ($42M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Loring, Wolcott & Coolidge Retirement Savings Plan assets move in 2024? ▼
Loring, Wolcott & Coolidge Retirement Savings Plan grew sharply - up 27.0% during 2024, from $33M to $42M. Reported net income was $9M.
How have Loring, Wolcott & Coolidge Trust, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loring, Wolcott & Coolidge Trust, LLC's sponsor-wide assets grew 65.9%, from $25M to $42M.
Where does Loring, Wolcott & Coolidge Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Loring, Wolcott & Coolidge Retirement Savings Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Loring, Wolcott & Coolidge Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eqt Exeter Property Group, LLC 401(k) Plan in PA ($42M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Loring, Wolcott & Coolidge Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 273396508.

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.