401(k) · DOL Form 5500 · 2024

Loretto Management Corporation 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
598
Participants Below avg headcount
85th
Percentile by assets National rank
$89,099
Avg per participant Below avg balance/head
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Official DOL plan name: Loretto Employee 401(k) Savings Plan · Sponsored by Loretto Management Corporation · New York · Healthcare & Social Assistance

$53M in assets, 598 participants

Loretto Management Corporation's Loretto Employee 401(k) Savings Plan reported $53M in total assets and 598 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,725 in Healthcare & Social Assistance (16,916 peers)

Where Loretto Employee 401(k) Savings Plan sits by assets

Loretto Employee 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $53M for 598 participants (~$89,099/participant), up 13.5% in 2024.

#14,725
in Healthcare & Social Assistance (16,916 peers)
+13.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Loretto Employee 401(k) Savings Plan's outsized position by total assets

Loretto Employee 401(k) Savings Plan vs every filed plan by assets

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

$53,281,213 Top 15% higher than 85% 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

Loretto Employee 401(k) Savings 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. Loretto Employee 401(k) Savings Plan sits mid-pack in the medium band (598 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loretto Employee 401(k) Savings Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Loretto Employee 401(k) Savings Plan end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
  • Loretto Employee 401(k) Savings Plan reported participants rose from 573 in the plan year 2023 filing to 598 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 222873640 · Loretto Management Corporation PY 2024 · 401(k)

Loretto Employee 401(k) Savings Plan · $53M · 598 · 85th

  • IND $53M
  • IND 598
  • IND 85th
  • IND 401(k)
  • IND near Khs USA, Inc. Profit Sharing Plan
  • IND ind #14725

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 New York →

Loretto Employee 401(k) Savings Plan in the asset neighbourhood

Red Nucleus 401(k) Retirement PlanRed Nucleus 401(k) Retiremen…$53MMidwest Eye Institute, P.C. 401(k) PlanMidwest Eye Institute, P.C. …$53MLoretto Employee 401(k) Savings PlanLoretto Employee 401(k) Savi…$53MKhs USA, Inc. Profit Sharing PlanKhs USA, Inc. Profit Sharing…$53MCross River Bank 401(k) Plan$53M
End-of-year total assets ($M) among Loretto Employee 401(k) 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)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN222873640
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loretto Management Corporation)

Sponsor-wide plan assets over time

All Loretto Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$53M 36.16906363997944% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39.1M $53.3M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 536 $39M
2023 1 573 $47M
2024 1 598 $53M

Nearby 401(k) Plans in New York

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

Loretto Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Loretto Employee 401(k) Savings Plan, Total assets ($B): 0.053281213 · Participants: 598Loretto Employee 401(k) Savings 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
Loretto Employee 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Loretto Employee 401(k) Savings Plan side-by-side with 3 peers →

Loretto Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Khs USA, Inc. Profit Sharing Plan in WI ($53M); by covered participants it is Hill, Barth & King, LLC 401(k) Profit Sharing Plan in OH (598 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (598 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 Loretto Employee 401(k) Savings Plan assets move in 2024? ▼
Loretto Employee 401(k) Savings Plan grew at a solid clip - up 13.5% during 2024, from $47M to $53M. Reported net income was $6M.
How have Loretto Management Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loretto Management Corporation's sponsor-wide assets grew 36.2%, from $39M to $53M.
Where does Loretto Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Loretto Employee 401(k) Savings Plan ranks in the 85th 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 Loretto Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Khs USA, Inc. Profit Sharing Plan in WI ($53M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Loretto Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hill, Barth & King, LLC 401(k) Profit Sharing Plan in OH (598 participants, $97M 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 222873640.

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.