401(k) · DOL Form 5500 · 2024

Loomis, Sayles & Company, L.P. 401(k) Plan

Data updated 2026-08-11

$647M
Total assets: 786
Participants: 98th
Percentile by assets: $823,754
Avg per participant

Official DOL plan name: Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan · Sponsored by Loomis, Sayles & Company, L.P. · Massachusetts · Finance & Insurance

$647M in assets, 786 participants

Loomis, Sayles & Company, L.P.'s Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported $647M in total assets and 786 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 123,622 plans)
#8,201 in Finance & Insurance (8,549 peers)

Where Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits by assets

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits in the top 5% of all filed plans by assets, $647M for 786 participants (~$823,754/participant), up 14.6% in 2024.

$647M
total plan assets (2024 EOY): 786
covered participants: 98th
percentile by assets (of 123,622 plans): $823,754
avg assets per participant

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan end-of-year assets rose from $565M in the plan year 2023 filing to $647M in the plan year 2024 filing.
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported net income rose from $75M in the plan year 2023 filing to $82M in the plan year 2024 filing.
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan reported participants fell from 810 in the plan year 2023 filing to 786 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Massachusetts

Industry

Finance & Insurance

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs the 2024 asset distribution

By assets, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan outranks 98% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 6.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$565M
Net Assets (End of Year)	$647M
Net Income	$82M
Employer EIN	043200030
Plan Effective Date	1952-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Loomis, Sayles & Company, L.P. plans on file

Year	Plans	Participants	Total Assets
2022	2	907	$618M
2023	2	951	$701M
2024	2	901	$773M

Nearby 401(k) Plans in Massachusetts

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

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Loomis, Sayles & Company, L.P. Employees… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan by total assets, not by location.

Baylor Scott & White Health 403(b) Savings Plan (TX) $647M · 5,066
Stewart 401(k) Savings Plan (TX) $648M · 5,475
Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust (NM) $648M · 2,218
Avantor Retirement Savings 401(k) Plan and Trust (PA) $648M · 5,867

Frequently Asked Questions

How did Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan assets move in 2024? ▼

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan grew at a solid clip - up 14.6% during 2024, from $565M to $647M. Reported net income was $82M.

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 & Company, L.P. Employees' Profit Sharing Retirement Plan rank by assets among Form 5500 filers? ▼

Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Baylor Scott & White Health 403(b) Savings Plan in TX ($647M, 5,066 participants).

Next read for Loomis, Sayles & Company, L.P. Employees…

Scale reading

Ways to act on Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's numbers.

By total assets, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Loomis, Sayles & Company, L.P.'s sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.