Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan — Form 5500 plan (Loomis, Sayles & Company, L.P.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan is a benefit plan reported by Loomis, Sayles & Company, L.P. under EIN 04-3200030 and plan number 002. The latest loaded filing year is 2023. The filing reports 998 participants and $565,052,051 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Loomis, Sayles & Company, L.P.
- EIN
- 04-3200030
- Plan number
- 002
- Plan type
- 2
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $565,052,051
- Net assets (EOY)
- $565,052,051
- Net assets (BOY)
- $490,347,059
Income & contributions
- Employer contributions
- $15,783,184
- Participant contributions
- $11,040,939
- Total contributions
- $27,894,721
- Total income / additions
- $122,803,043
Expenses & distributions
- Benefits paid
- $47,934,349
- Administrative expenses
- $163,702
- Total expenses
- $48,098,051
- Net increase / (decrease)
- $74,704,992
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1