401(k) · DOL Form 5500 · 2024
Loomis, Sayles & Company, L.P. 401(k) Plan
Data updated 2026-08-25
- $647M
- Total assets Above avg plan size
- 786
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $823,754
- Avg per participant High balance/head
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.
- #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.
- #8,201
- in Finance & Insurance (8,549 peers)
- +14.6%
- assets growth YoY
- 6.5×
- vs typical plan assets (national mean)
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's outsized position by total assets
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$647,470,598 Top 2% higher than 98% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Loomis, Sayles & Company, L.P. Employees' Profit Sharing 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. Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan sits mid-pack in the medium band (786 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
EBSA filing schedule strip
Filing strip 043200030 · Loomis, Sayles & Company, L.P. PY 2024 · 401(k)
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan · $647M · 786 · 98th
- ASSETS $647M
- PCT 786
- EIN 98th
- RANK 401(k)
- PHOTO near Baylor Scott & White Health 403(b) Savings Plan
- IND ind #8201
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 & Company, L.P. Employees' Profit Sharing Retirement Plan in the asset neighbourhood
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.)
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
| 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.
- 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
Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Baylor Scott & White Health 403(b) Savings Plan in TX ($647M); by covered participants it is Alleguard 401(k) Profit Sharing Plan in TN (786 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($647M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (786 participants); asset peers above are excluded.
- Alleguard 401(k) Profit Sharing Plan (TN) 786 · 0 off
- Pueblo of Laguna Commercial Enterprises 401(k) Profit Sharing Plan and Trust (NM) 786 · 0 off
- Lc Industries Surplus Sharing & 401(k) Plan (NC) 786 · 0 off
- Tecovas 401(k) Plan (TX) 786 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.