Other · DOL Form 5500 · 2024

Loomis House, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
426
Participants Below avg headcount
49th
Percentile by assets National rank
$16,841
Avg per participant Low balance/head
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Official DOL plan name: The Loomis Communities 403(b) Retirement Plan · Sponsored by Loomis House, Inc. · Massachusetts · Healthcare & Social Assistance

$7M in assets, 426 participants

Loomis House, Inc.'s The Loomis Communities 403(b) Retirement Plan reported $7M in total assets and 426 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,060 in Healthcare & Social Assistance (16,916 peers)

Loomis House, Inc. multi-year trail

Loomis House, Inc.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows The Loomis Communities 403(b) Retirement Plan at $7M / 426 participants.

#9,060
in Healthcare & Social Assistance (16,916 peers)
+14.7%
assets growth YoY

The Loomis Communities 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Loomis Communities 403(b) Retirement Plan vs every filed plan by assets

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

$7,174,463 49th percentile higher than 49% 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

The Loomis Communities 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Loomis Communities 403(b) Retirement Plan sits mid-pack in the medium band (426 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Loomis Communities 403(b) Retirement Plan reported participants rose from 341 in the plan year 2023 filing to 426 in the plan year 2024 filing.
  • The Loomis Communities 403(b) Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Loomis Communities 403(b) Retirement Plan reported net income rose from $802K in the plan year 2023 filing to $868K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 042108366 · Loomis House, Inc. PY 2024 · Other

The Loomis Communities 403(b) Retirement Plan · $7M · 426 · 49th

  • PART $7M
  • PART 426
  • PART 49th
  • PART Other
  • PART near Rocky Mountain Public Media, Inc. 403(b)
  • PART ind #9060

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

The Loomis Communities 403(b) Retirement Plan in the asset neighbourhood

The Brookwood Community Tax Deferred Annuity PlanThe Brookwood Community Tax …$7MPathfinder Services Retirement PlanPathfinder Services Retireme…$7MRocky Mountain Public Media, Inc. 403(b)Rocky Mountain Public Media,…$7MThe Loomis Communities 403(b) Retirement PlanThe Loomis Communities 403(b…$7MThe Museum of Jewish Heritage 403(b) DC PlanThe Museum of Jewish Heritag…$7M
End-of-year total assets ($M) among The Loomis Communities 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Loomis House, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Loomis House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 31.608415571055424% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.45M $7.17M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 441 $5M
2023 1 341 $6M
2024 1 426 $7M

Loomis House, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$868K
Employer EIN042108366
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

Peer Other plans, same state, same plan type, ranked by total assets.

The Loomis Communities 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1012345 Total assets ($B) Participants The Loomis Communities 403(b) Retirement Plan, Total assets ($B): 0.007174463 · Participants: 426The Loomis Communities 403(b) Retirement PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 4.299350229 · Participants: 24395Harvard University Tax Deferred Annuity PlanBeth Israel Lahey 403(b) Retirement Savings Plan, Total assets ($B): 3.507933231 · Participants: 33591Beth Israel Lahey 403(b) Retirement Savings PlanBoston University Retirement Plan, Total assets ($B): 2.976139 · Participants: 8173Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 2.641546036 · Participants: 8900Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.735973854 · Participants: 12869Boston University Supplemental Retirement and Savings Plan
The Loomis Communities 403(b) Retirement Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare The Loomis Communities 403(b) Retirement Plan side-by-side with 3 peers →

The Loomis Communities 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Rocky Mountain Public Media, Inc. 403(b) in CO ($7M); by covered participants it is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (426 participants). Same-state nearby plans are listed separately above.

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 The Loomis Communities 403(b) Retirement Plan assets move in 2024? ▼
The Loomis Communities 403(b) Retirement Plan grew at a solid clip - up 14.7% during 2024, from $6M to $7M. Reported net income was $868K.
How have Loomis House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loomis House, Inc.'s sponsor-wide assets grew 31.6%, from $5M to $7M.
Which Other plans are similar in size to The Loomis Communities 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Rocky Mountain Public Media, Inc. 403(b) in CO ($7M, 106 participants).
Which Other plans cover a similar participant headcount to The Loomis Communities 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Ordway Center for the Performing Arts Defined Contribution Retirement Plan in MN (426 participants, $16M 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 042108366.

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.