401(k) · DOL Form 5500 · 2024
Loeb & Loeb LLP 401(k) Plan
Data updated 2026-08-25
- $438M
- Total assets Above avg plan size
- 712
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $615,314
- Avg per participant High balance/head
Official DOL plan name: Loeb & Loeb LLP Profit Sharing and 401(k) Plan · Sponsored by Loeb & Loeb LLP · California · Professional & Technical Services
$438M in assets, 712 participants
Loeb & Loeb LLP's Loeb & Loeb LLP Profit Sharing and 401(k) Plan reported $438M in total assets and 712 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #19,713 in Professional & Technical Services (20,173 peers)
Where Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits by assets
Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits in the top 5% of all filed plans by assets, $438M for 712 participants (~$615,314/participant), up 10.6% in 2024.
- #19,713
- in Professional & Technical Services (20,173 peers)
- +10.6%
- assets growth YoY
- 4.4×
- vs typical plan assets (national mean)
Loeb & Loeb LLP Profit Sharing and 401(k) Plan's outsized position by total assets
Loeb & Loeb LLP Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$438,103,649 Top 3% higher than 97% 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
Loeb & Loeb LLP Profit Sharing and 401(k) 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. Loeb & Loeb LLP Profit Sharing and 401(k) Plan sits mid-pack in the medium band (712 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Loeb & Loeb LLP Profit Sharing and 401(k) Plan reported net income fell from $48M in the plan year 2023 filing to $42M in the plan year 2024 filing.
- Loeb & Loeb LLP Profit Sharing and 401(k) Plan end-of-year assets rose from $396M in the plan year 2023 filing to $438M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 951780806 · Loeb & Loeb LLP PY 2024 · 401(k)
Loeb & Loeb LLP Profit Sharing and 401(k) Plan · $438M · 712 · 97th
- 5500 $438M
- ASSETS 712
- PCT 97th
- EIN 401(k)
- RANK near Paylocity 401(k) Profit Sharing Plan and Trust
- PHOTO ind #19713
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 Professional & Technical Services retirement plans → · Plans in California →
Loeb & Loeb LLP Profit Sharing and 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $396M |
|---|---|
| Net Assets (End of Year) | $438M |
| Net Income | $42M |
| Employer EIN | 951780806 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loeb & Loeb LLP)
Sponsor-wide plan assets over time
All Loeb & Loeb LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $438M 25.97776347952136% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 727 | $348M |
| 2023 | 1 | 715 | $396M |
| 2024 | 1 | 712 | $438M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Loeb & Loeb LLP Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Paylocity 401(k) Profit Sharing Plan and Trust in IL ($438M); by covered participants it is United Nations Federal Credit Union 401(k) Plan and Trust in NY (712 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($438M here).
- Paylocity 401(k) Profit Sharing Plan and Trust (IL) $438M · 6,050
- Russell Reynolds Associates Retirement Savings Plan (NY) $438M · 889
- Gxo Logistics 401(k) Plan (CT) $438M · 20,510
- National Fuel Gas Company Tax Deferred Savings Plan for Non-Union Employees (NY) $438M · 1,178
Similar participant headcount
Nearest other-state filings by covered participants (712 participants); asset peers above are excluded.
- United Nations Federal Credit Union 401(k) Plan and Trust (NY) 712 · 0 off
- Suncoke 401(k) Plan (IL) 712 · 0 off
- Newcomer Funeral Service Group Retirement Plan (KS) 712 · 0 off
- Premier Transportation Employee Retirement Savings 401(k) Plan (GA) 712 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.