ESOP · DOL Form 5500 · 2022

Louisiana Companies ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
40
Participants Small participant base
64th
Percentile by assets National rank
$239,224
Avg per participant Above avg balance/head
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Official DOL plan name: Louisiana Companies Employee Stock Ownership Plan · Sponsored by Louisiana Companies · Louisiana · Finance & Insurance

$10M in assets, 40 participants

Louisiana Companies's Louisiana Companies Employee Stock Ownership Plan reported $10M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,384 in Finance & Insurance (9,261 peers)

Louisiana Companies multi-year trail

Louisiana Companies's plans moved -56.1% in assets from 2022 to 2024; this filing shows Louisiana Companies Employee Stock Ownership Plan at $10M / 40 participants.

#4,384
in Finance & Insurance (9,261 peers)
-12.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Louisiana Companies Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Louisiana Companies Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$9,568,968 Top 36% higher than 64% of 139,123 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 2022

Louisiana Companies Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Louisiana Companies Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 720467238 · Louisiana Companies PY 2022 · ESOP

Louisiana Companies Employee Stock Ownership Plan · $10M · 40 · 64th

  • EIN $10M
  • EIN 40
  • EIN 64th
  • EIN ESOP
  • EIN near Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust
  • EIN ind #4384

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 What is an ESOP? → · Plans in Louisiana →

Louisiana Companies Employee Stock Ownership Plan in the asset neighbourhood

Ten-E Packaging Services, Inc. Employee Stock Ownership Plan and TrustTen-E Packaging Services, In…$10MIllinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and TrustIllinois Oil Marketing Equip…$10ML&s Construction, Inc. Employee Stock Ownership PlanL&s Construction, Inc. Emplo…$10MLouisiana Companies Employee Stock Ownership PlanLouisiana Companies Employee…$10ME.S.a.I.C., Inc. Dba Eastern Shore Associates Employee Stock Ownership PlanE.S.a.I.C., Inc. Dba Eastern…$10M
End-of-year total assets ($M) among Louisiana Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Louisiana Companies multi-year asset trail

Sponsor-wide plan assets over time

All Louisiana Companies plans reported in each filing year

Latest sponsor-wide plan assets
$4M 56.12051372729013% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $9.57M $4.2M ▼ -56.1%
Year Plans Participants Total Assets
2022 1 40 $10M
2023 1 39 $12M
2024 1 39 $4M

Louisiana Companies filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN720467238
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

Peer ESOP plans, same state, same plan type, ranked by total assets.

Louisiana Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600 Total assets ($M) Participants Louisiana Companies Employee Stock Ownership Plan, Total assets ($M): 9.568968 · Participants: 40Louisiana Companies Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 498.809004 · Participants: 561Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 397.78589 · Participants: 3581Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 178.557968 · Participants: 566Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 110.666049 · Participants: 779Gulf Coast Bank & Trust Company Employee Stock Ownership PlanAmg Employee Stock Ownership Plan, Total assets ($M): 83.954227 · Participants: 439Amg Employee Stock Ownership Plan
Louisiana Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants

Louisiana Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust in IL ($10M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Louisiana Companies Employee Stock Ownership Plan assets move in 2022?
Louisiana Companies Employee Stock Ownership Plan pulled back noticeably - down 12.6% during 2022, from $11M to $10M. Reported net income was -$1M.
How have Louisiana Companies plan assets changed over time?
Across 3 plan years on file (2022-2024), Louisiana Companies's sponsor-wide assets declined 56.1%, from $10M to $4M.
Which ESOP plans are similar in size to Louisiana Companies Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Illinois Oil Marketing Equipment, Inc. Employee Stock Ownership Plan and Trust in IL ($10M, 58 participants).
Which ESOP plans cover a similar participant headcount to Louisiana Companies Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A in assets).