401(k) · DOL Form 5500 · 2024

Loop Capital Markets, LLC 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
262
Participants Below avg headcount
85th
Percentile by assets National rank
$197,823
Avg per participant Above avg balance/head
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Official DOL plan name: Loop Capital Markets, LLC 401(k) Plan & Trust · Sponsored by Loop Capital Markets, LLC · Illinois · Finance & Insurance

$52M in assets, 262 participants

Loop Capital Markets, LLC's Loop Capital Markets, LLC 401(k) Plan & Trust reported $52M in total assets and 262 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.

  • #6,507 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Loop Capital Markets, LLC 401(k) Plan & Trust covers 262 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $52M.

#6,507
in Finance & Insurance (8,549 peers)
+22.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Loop Capital Markets, LLC 401(k) Plan & Trust's outsized position by total assets

Loop Capital Markets, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$51,829,603 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

Loop Capital Markets, LLC 401(k) Plan & Trust 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. Loop Capital Markets, LLC 401(k) Plan & Trust sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loop Capital Markets, LLC 401(k) Plan & Trust end-of-year assets rose from $42M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Loop Capital Markets, LLC 401(k) Plan & Trust reported net income rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Loop Capital Markets, LLC 401(k) Plan & Trust reported participants fell from 271 in the plan year 2023 filing to 262 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364164012 · Loop Capital Markets, LLC PY 2024 · 401(k)

Loop Capital Markets, LLC 401(k) Plan & Trust · $52M · 262 · 85th

  • SCH $52M
  • SCH 262
  • SCH 85th
  • SCH 401(k)
  • SCH near The Webb Law Firm 401(k) Profit Sharing Plan and Trust
  • SCH ind #6507

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 Illinois →

Loop Capital Markets, LLC 401(k) Plan & Trust in the asset neighbourhood

Loop Capital Markets, LLC 401(k) Plan & TrustLoop Capital Markets, LLC 40…$52MThe Webb Law Firm 401(k) Profit Sharing Plan and TrustThe Webb Law Firm 401(k) Pro…$52MDiamond Sports Group 401(k) PlanDiamond Sports Group 401(k) …$52MKfg Financial Freedom Fund$52MLindfast Solutions Group 401(k) PlanLindfast Solutions Group 401…$52M
End-of-year total assets ($M) among Loop Capital Markets, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$52M
Net Income$9M
Employer EIN364164012
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loop Capital Markets, LLC)

Sponsor-wide plan assets over time

All Loop Capital Markets, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 54.54601187279087% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.5M $51.8M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 213 $34M
2023 1 271 $42M
2024 1 262 $52M

Nearby 401(k) Plans in Illinois

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

Loop Capital Markets, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Loop Capital Markets, LLC 401(k) Plan & Trust, Total assets ($B): 0.051829603 · Participants: 262Loop Capital Markets, LLC 401(k) Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Loop Capital Markets, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Loop Capital Markets, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Loop Capital Markets, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Webb Law Firm 401(k) Profit Sharing Plan and Trust in PA ($52M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Loop Capital Markets, LLC 401(k) Plan & Trust assets move in 2024? ▼
Loop Capital Markets, LLC 401(k) Plan & Trust grew sharply - up 22.3% during 2024, from $42M to $52M. Reported net income was $9M.
How have Loop Capital Markets, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loop Capital Markets, LLC's sponsor-wide assets grew 54.5%, from $34M to $52M.
Where does Loop Capital Markets, LLC 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Loop Capital Markets, LLC 401(k) Plan & Trust 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 Loop Capital Markets, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Webb Law Firm 401(k) Profit Sharing Plan and Trust in PA ($52M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Loop Capital Markets, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M 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 364164012.

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.