Loretto Management Company
Plan context: Loretto Employee 401(K) Savings Plan
EIN 22-2873640 • Syracuse, NY • 64 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
635
2024 Assets
$53,281,213
2024 Contributions
$4,964,365
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 635 | $53,281,213 | $4,964,365 | $7,818iApproximate average salary by contribution assumption: employee only about $195,447 at 4% or $130,298 at 6%; with 50% employer match about $130,298 at 4% or $86,866 at 6%; with 100% employer match about $97,724 at 4% or $65,149 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 635 | $53,281,213 | $4,964,365 | $7,818iApproximate average salary by contribution assumption: employee only about $195,447 at 4% or $130,298 at 6%; with 50% employer match about $130,298 at 4% or $86,866 at 6%; with 100% employer match about $97,724 at 4% or $65,149 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 405 | - | - | - |
| 2023 | 2 | 1,670 | $46,929,441 | $4,388,229 | $2,628iApproximate average salary by contribution assumption: employee only about $65,692 at 4% or $43,795 at 6%; with 50% employer match about $43,795 at 4% or $29,196 at 6%; with 100% employer match about $32,846 at 4% or $21,897 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 598 | $46,929,441 | $4,388,229 | $7,338iApproximate average salary by contribution assumption: employee only about $183,454 at 4% or $122,303 at 6%; with 50% employer match about $122,303 at 4% or $81,535 at 6%; with 100% employer match about $91,727 at 4% or $61,151 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 1,670 | - | - | - |
| 2022 | 2 | 1,485 | $39,128,721 | $4,048,400 | $2,726iApproximate average salary by contribution assumption: employee only about $68,155 at 4% or $45,437 at 6%; with 50% employer match about $45,437 at 4% or $30,291 at 6%; with 100% employer match about $34,077 at 4% or $22,718 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 573 | $39,128,721 | $4,048,400 | $7,065iApproximate average salary by contribution assumption: employee only about $176,632 at 4% or $117,755 at 6%; with 50% employer match about $117,755 at 4% or $78,503 at 6%; with 100% employer match about $88,316 at 4% or $58,877 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 1,485 | - | - | - |
| 2021 | 2 | 536 | $47,422,457 | $3,205,898 | $5,981iApproximate average salary by contribution assumption: employee only about $149,529 at 4% or $99,686 at 6%; with 50% employer match about $99,686 at 4% or $66,457 at 6%; with 100% employer match about $74,764 at 4% or $49,843 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 536 | $47,422,457 | $3,205,898 | $5,981iApproximate average salary by contribution assumption: employee only about $149,529 at 4% or $99,686 at 6%; with 50% employer match about $99,686 at 4% or $66,457 at 6%; with 100% employer match about $74,764 at 4% or $49,843 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 359 | - | - | - |
| 2020 | 2 | 565 | $42,694,178 | $4,511,259 | $7,985iApproximate average salary by contribution assumption: employee only about $199,613 at 4% or $133,075 at 6%; with 50% employer match about $133,075 at 4% or $88,717 at 6%; with 100% employer match about $99,807 at 4% or $66,538 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 565 | $42,694,178 | $4,511,259 | $7,985iApproximate average salary by contribution assumption: employee only about $199,613 at 4% or $133,075 at 6%; with 50% employer match about $133,075 at 4% or $88,717 at 6%; with 100% employer match about $99,807 at 4% or $66,538 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 400 | - | - | - |
| 2019 | 2 | 610 | $34,438,291 | $3,714,634 | $6,090iApproximate average salary by contribution assumption: employee only about $152,239 at 4% or $101,493 at 6%; with 50% employer match about $101,493 at 4% or $67,662 at 6%; with 100% employer match about $76,120 at 4% or $50,746 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 610 | $34,438,291 | $3,714,634 | $6,090iApproximate average salary by contribution assumption: employee only about $152,239 at 4% or $101,493 at 6%; with 50% employer match about $101,493 at 4% or $67,662 at 6%; with 100% employer match about $76,120 at 4% or $50,746 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 419 | - | - | - |
| 2018 | 2 | 578 | $26,968,275 | $3,530,332 | $6,108iApproximate average salary by contribution assumption: employee only about $152,696 at 4% or $101,797 at 6%; with 50% employer match about $101,797 at 4% or $67,865 at 6%; with 100% employer match about $76,348 at 4% or $50,899 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 578 | $26,968,275 | $3,530,332 | $6,108iApproximate average salary by contribution assumption: employee only about $152,696 at 4% or $101,797 at 6%; with 50% employer match about $101,797 at 4% or $67,865 at 6%; with 100% employer match about $76,348 at 4% or $50,899 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 410 | - | - | - |
| 2017 | 4 | 1,762 | $29,732,310 | $2,901,144 | $1,647iApproximate average salary by contribution assumption: employee only about $41,163 at 4% or $27,442 at 6%; with 50% employer match about $27,442 at 4% or $18,295 at 6%; with 100% employer match about $20,581 at 4% or $13,721 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 547 | $29,732,310 | $2,901,144 | $5,304iApproximate average salary by contribution assumption: employee only about $132,593 at 4% or $88,396 at 6%; with 50% employer match about $88,396 at 4% or $58,930 at 6%; with 100% employer match about $66,297 at 4% or $44,198 at 6%. |
| Loretto Management Corporation Health and Welfare Benefit Plan | - | 1,762 | - | - | - |
| LORETTO DENTAL PLAN | - | 0 | - | - | - |
| LORETTO MANAGEMENT CORPORATION PHARMACY BENEFIT MANAGEMENT PLAN | - | 0 | - | - | - |
| 2016 | 2 | 519 | $24,892,064 | $2,457,532 | $4,735iApproximate average salary by contribution assumption: employee only about $118,378 at 4% or $78,919 at 6%; with 50% employer match about $78,919 at 4% or $52,613 at 6%; with 100% employer match about $59,189 at 4% or $39,459 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 519 | $24,892,064 | $2,457,532 | $4,735iApproximate average salary by contribution assumption: employee only about $118,378 at 4% or $78,919 at 6%; with 50% employer match about $78,919 at 4% or $52,613 at 6%; with 100% employer match about $59,189 at 4% or $39,459 at 6%. |
| Loretto Health and Welfare Wrap Plan | - | 0 | - | - | - |
| 2015 | 3 | 1,758 | $22,608,592 | $2,097,634 | $1,193iApproximate average salary by contribution assumption: employee only about $29,830 at 4% or $19,887 at 6%; with 50% employer match about $19,887 at 4% or $13,258 at 6%; with 100% employer match about $14,915 at 4% or $9,943 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 475 | $22,608,592 | $2,097,634 | $4,416iApproximate average salary by contribution assumption: employee only about $110,402 at 4% or $73,601 at 6%; with 50% employer match about $73,601 at 4% or $49,067 at 6%; with 100% employer match about $55,201 at 4% or $36,801 at 6%. |
| Loretto Health and Welfare Wrap Plan | - | 1,758 | - | - | - |
| LORETTO FLEXCARE PLAN | - | 0 | - | - | - |
| 2014 | 3 | 1,854 | $21,871,227 | $1,798,622 | $970iApproximate average salary by contribution assumption: employee only about $24,253 at 4% or $16,169 at 6%; with 50% employer match about $16,169 at 4% or $10,779 at 6%; with 100% employer match about $12,127 at 4% or $8,084 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 487 | $21,871,227 | $1,798,622 | $3,693iApproximate average salary by contribution assumption: employee only about $92,332 at 4% or $61,554 at 6%; with 50% employer match about $61,554 at 4% or $41,036 at 6%; with 100% employer match about $46,166 at 4% or $30,777 at 6%. |
| Loretto Health and Welfare Wrap Plan | - | 1,854 | - | - | - |
| LORETTO FLEXCARE PLAN | - | 165 | - | - | - |
| 2013 | 3 | 1,462 | $21,251,708 | $1,429,678 | $978iApproximate average salary by contribution assumption: employee only about $24,447 at 4% or $16,298 at 6%; with 50% employer match about $16,298 at 4% or $10,865 at 6%; with 100% employer match about $12,224 at 4% or $8,149 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 434 | $21,251,708 | $1,429,678 | $3,294iApproximate average salary by contribution assumption: employee only about $82,355 at 4% or $54,903 at 6%; with 50% employer match about $54,903 at 4% or $36,602 at 6%; with 100% employer match about $41,177 at 4% or $27,452 at 6%. |
| LORETTO FLEXCARE PLAN | - | 142 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 1,462 | - | - | - |
| 2012 | 3 | 1,478 | $18,317,459 | $1,219,803 | $825iApproximate average salary by contribution assumption: employee only about $20,633 at 4% or $13,755 at 6%; with 50% employer match about $13,755 at 4% or $9,170 at 6%; with 100% employer match about $10,316 at 4% or $6,878 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 438 | $18,317,459 | $1,219,803 | $2,785iApproximate average salary by contribution assumption: employee only about $69,623 at 4% or $46,416 at 6%; with 50% employer match about $46,416 at 4% or $30,944 at 6%; with 100% employer match about $34,812 at 4% or $23,208 at 6%. |
| LORETTO FLEXCARE PLAN | - | 139 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 1,478 | - | - | - |
| 2011 | 3 | 1,809 | $18,424,151 | $2,687,098 | $1,485iApproximate average salary by contribution assumption: employee only about $37,135 at 4% or $24,757 at 6%; with 50% employer match about $24,757 at 4% or $16,505 at 6%; with 100% employer match about $18,568 at 4% or $12,378 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 943 | $18,424,151 | $2,687,098 | $2,850iApproximate average salary by contribution assumption: employee only about $71,238 at 4% or $47,492 at 6%; with 50% employer match about $47,492 at 4% or $31,661 at 6%; with 100% employer match about $35,619 at 4% or $23,746 at 6%. |
| LORETTO FLEXCARE PLAN | - | 140 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 1,809 | - | - | - |
| 2010 | 4 | 1,859 | $17,971,416 | $2,767,118 | $1,488iApproximate average salary by contribution assumption: employee only about $37,212 at 4% or $24,808 at 6%; with 50% employer match about $24,808 at 4% or $16,539 at 6%; with 100% employer match about $18,606 at 4% or $12,404 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 1,007 | $17,971,416 | $2,767,118 | $2,748iApproximate average salary by contribution assumption: employee only about $68,697 at 4% or $45,798 at 6%; with 50% employer match about $45,798 at 4% or $30,532 at 6%; with 100% employer match about $34,349 at 4% or $22,899 at 6%. |
| LORETTO HEALTH AND WELFARE TRUST | - | 0 | - | - | - |
| LORETTO FLEXCARE PLAN | - | 185 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 1,859 | - | - | - |
| 2009 | 6 | 978 | $14,524,883 | $5,110,383 | $5,225iApproximate average salary by contribution assumption: employee only about $130,634 at 4% or $87,089 at 6%; with 50% employer match about $87,089 at 4% or $58,059 at 6%; with 100% employer match about $65,317 at 4% or $43,545 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 921 | $14,507,547 | $2,565,228 | $2,785iApproximate average salary by contribution assumption: employee only about $69,632 at 4% or $46,421 at 6%; with 50% employer match about $46,421 at 4% or $30,947 at 6%; with 100% employer match about $34,816 at 4% or $23,211 at 6%. |
| LORETTO HEALTH AND WELFARE TRUST | - | 0 | $17,336 | $2,545,155 | - |
| LORETTO DENTAL PLAN | - | 298 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 978 | - | - | - |
| LORETTO MANAGEMENT CORPORATION PHARMACY BENEFIT MANAGEMENT PLAN | - | 469 | - | - | - |
| LORETTO FLEXCARE PLAN | - | 108 | - | - | - |
| 2008 | 4 | 876 | $9,931,884 | $5,305,780 | $6,057iApproximate average salary by contribution assumption: employee only about $151,421 at 4% or $100,947 at 6%; with 50% employer match about $100,947 at 4% or $67,298 at 6%; with 100% employer match about $75,710 at 4% or $50,474 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 695 | $9,859,564 | $2,360,990 | $3,397iApproximate average salary by contribution assumption: employee only about $84,928 at 4% or $56,618 at 6%; with 50% employer match about $56,618 at 4% or $37,746 at 6%; with 100% employer match about $42,464 at 4% or $28,309 at 6%. |
| LORETTO HEALTH AND WELFARE TRUST | - | 429 | $72,320 | $2,944,790 | $6,864iApproximate average salary by contribution assumption: employee only about $171,608 at 4% or $114,405 at 6%; with 50% employer match about $114,405 at 4% or $76,270 at 6%; with 100% employer match about $85,804 at 4% or $57,203 at 6%. |
| Loretto Health and Welfare Wrap Plan | - | 876 | - | - | - |
| LORETTO DENTAL PLAN | - | 254 | - | - | - |
| 2007 | 4 | 865 | $11,224,901 | $4,849,084 | $5,606iApproximate average salary by contribution assumption: employee only about $140,147 at 4% or $93,431 at 6%; with 50% employer match about $93,431 at 4% or $62,288 at 6%; with 100% employer match about $70,073 at 4% or $46,716 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 560 | $11,189,040 | $1,862,941 | $3,327iApproximate average salary by contribution assumption: employee only about $83,167 at 4% or $55,445 at 6%; with 50% employer match about $55,445 at 4% or $36,963 at 6%; with 100% employer match about $41,584 at 4% or $27,722 at 6%. |
| LORETTO HEALTH AND WELFARE TRUST | - | 410 | $35,861 | $2,986,143 | $7,283iApproximate average salary by contribution assumption: employee only about $182,082 at 4% or $121,388 at 6%; with 50% employer match about $121,388 at 4% or $80,925 at 6%; with 100% employer match about $91,041 at 4% or $60,694 at 6%. |
| LORETTO DENTAL PLAN | - | 235 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 865 | - | - | - |
| 2006 | 3 | 919 | $10,055,665 | $4,762,731 | $5,183iApproximate average salary by contribution assumption: employee only about $129,563 at 4% or $86,375 at 6%; with 50% employer match about $86,375 at 4% or $57,583 at 6%; with 100% employer match about $64,781 at 4% or $43,188 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 561 | $9,855,998 | $1,638,684 | $2,921iApproximate average salary by contribution assumption: employee only about $73,025 at 4% or $48,683 at 6%; with 50% employer match about $48,683 at 4% or $32,456 at 6%; with 100% employer match about $36,513 at 4% or $24,342 at 6%. |
| LORETTO HEALTH AND WELFARE TRUST | - | 418 | $199,667 | $3,124,047 | $7,474iApproximate average salary by contribution assumption: employee only about $186,845 at 4% or $124,563 at 6%; with 50% employer match about $124,563 at 4% or $83,042 at 6%; with 100% employer match about $93,422 at 4% or $62,282 at 6%. |
| Loretto Health and Welfare Wrap Plan | - | 919 | - | - | - |
| 2005 | 4 | 908 | $8,028,137 | $4,259,421 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,637 at 4% or $39,092 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 421 | $7,954,818 | $1,508,301 | $3,583iApproximate average salary by contribution assumption: employee only about $89,567 at 4% or $59,711 at 6%; with 50% employer match about $59,711 at 4% or $39,807 at 6%; with 100% employer match about $44,783 at 4% or $29,856 at 6%. |
| LORETTO HEALTH AND WELFARE TRUST | - | 487 | $73,319 | $2,751,120 | $5,649iApproximate average salary by contribution assumption: employee only about $141,228 at 4% or $94,152 at 6%; with 50% employer match about $94,152 at 4% or $62,768 at 6%; with 100% employer match about $70,614 at 4% or $47,076 at 6%. |
| LORETTO DENTAL PLAN | - | 217 | - | - | - |
| Loretto Health and Welfare Wrap Plan | - | 908 | - | - | - |
| 2004 | 3 | 820 | $6,398,325 | $1,449,787 | $1,768iApproximate average salary by contribution assumption: employee only about $44,201 at 4% or $29,467 at 6%; with 50% employer match about $29,467 at 4% or $19,645 at 6%; with 100% employer match about $22,100 at 4% or $14,734 at 6%. |
| Loretto Employee 401(K) Savings Plan | - | 439 | $6,398,325 | $1,449,787 | $3,302iApproximate average salary by contribution assumption: employee only about $82,562 at 4% or $55,041 at 6%; with 50% employer match about $55,041 at 4% or $36,694 at 6%; with 100% employer match about $41,281 at 4% or $27,521 at 6%. |
| Loretto Health and Welfare Wrap Plan | - | 820 | - | - | - |
| LORETTO DENTAL PLAN | - | 191 | - | - | - |
| 2003 | 1 | 377 | $0 | $0 | - |
| LORETTO DENTAL PLAN | - | 377 | - | - | - |