Defined Benefit (Pension) · DOL Form 5500 · 2024

Loomis, Sayles & Company, L.P. Pension Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
115
Participants Small participant base
92nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Loomis-Sayles Funded Pension Plan · Sponsored by Loomis, Sayles & Company, L.P. · Massachusetts · Finance & Insurance

$126M in assets, 115 participants

Loomis, Sayles & Company, L.P.'s Loomis-Sayles Funded Pension Plan reported $126M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,475 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Loomis-Sayles Funded Pension Plan covers 115 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $126M.

#7,475
in Finance & Insurance (8,549 peers)
-7.7%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Loomis-Sayles Funded Pension Plan's outsized position by total assets

Loomis-Sayles Funded Pension Plan vs every filed plan by assets

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

$125,756,718 Top 8% higher than 92% 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

Loomis-Sayles Funded Pension 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. Loomis-Sayles Funded Pension Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loomis-Sayles Funded Pension Plan reported net income fell from $9M in the plan year 2023 filing to -$11M in the plan year 2024 filing.
  • Loomis-Sayles Funded Pension Plan reported participants fell from 141 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Loomis-Sayles Funded Pension Plan end-of-year assets fell from $136M in the plan year 2023 filing to $126M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 043200030 · Loomis, Sayles & Company, L.P. PY 2024 · Defined Benefit (Pension)

Loomis-Sayles Funded Pension Plan · $126M · 115 · 92nd

  • PART $126M
  • PART 115
  • PART 92nd
  • PART Defined Benefit (Pension)
  • PART near Laborers Local 231 Pension Plan
  • PART ind #7475

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 Massachusetts →

Loomis-Sayles Funded Pension Plan in the asset neighbourhood

Smwia Staff Pension Plan$126MLaborers Local 231 Pension PlanLaborers Local 231 Pension P…$126MLoomis-Sayles Funded Pension PlanLoomis-Sayles Funded Pension…$126MZiply Fiber Pension Plan$126MBrown University Dining Services and Facilities Management Employees Pension PlanBrown University Dining Serv…$126M
End-of-year total assets ($M) among Loomis-Sayles Funded Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$136M
Net Assets (End of Year)$126M
Net Income-$11M
Employer EIN043200030
Plan Effective Date1956-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loomis, Sayles & Company, L.P.)

Sponsor-wide plan assets over time

All Loomis, Sayles & Company, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$773M 25.182037506975956% vs 2022
2024 filing year
$600M$650M$700M$750M$800M 202220232024 $618M $773M ▲ +25.2%
Year Plans Participants Total Assets
2022 2 907 $618M
2023 2 951 $701M
2024 2 901 $773M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Loomis-Sayles Funded Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Loomis-Sayles Funded Pension Plan, Total assets ($B): 0.125756718 · Participants: 115Loomis-Sayles Funded Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Loomis-Sayles Funded Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Loomis-Sayles Funded Pension Plan side-by-side with 3 peers →

Loomis-Sayles Funded Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Laborers Local 231 Pension Plan in IL ($126M); by covered participants it is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Loomis-Sayles Funded Pension Plan assets move in 2024? ▼
Loomis-Sayles Funded Pension Plan pulled back noticeably - down 7.7% during 2024, from $136M to $126M. Reported net income was -$11M.
How have Loomis, Sayles & Company, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loomis, Sayles & Company, L.P.'s sponsor-wide assets grew 25.2%, from $618M to $773M.
Where does Loomis-Sayles Funded Pension Plan rank by assets among Form 5500 filers? ▼
Loomis-Sayles Funded Pension Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Loomis-Sayles Funded Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laborers Local 231 Pension Plan in IL ($126M, 455 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Loomis-Sayles Funded Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Noble Services Company LLC Hourly Employees' Retirement Plan in TX (115 participants, $23M 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 043200030.

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.