401(k) · DOL Form 5500 · 2022

Investar Holding Corporation 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
323
Participants Below avg headcount
76th
Percentile by assets National rank
$56,763
Avg per participant Low balance/head
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Official DOL plan name: Investar Holding Corporation 401(k) Plan · Sponsored by Investar Holding Corporation · Louisiana · Finance & Insurance

$18M in assets, 323 participants

Investar Holding Corporation's Investar Holding Corporation 401(k) Plan reported $18M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,743 in Finance & Insurance (9,261 peers)

Where Investar Holding Corporation 401(k) Plan sits by assets

Investar Holding Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 323 participants (~$56,763/participant), down 11.5% in 2022.

#5,743
in Finance & Insurance (9,261 peers)
-11.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Investar Holding Corporation 401(k) Plan's outsized position by total assets

Investar Holding Corporation 401(k) Plan vs every filed plan by assets

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

$18,334,382 Top 24% higher than 76% 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

Investar Holding Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investar Holding Corporation 401(k) Plan sits mid-pack in the medium band (323 participants).

DOL schedule card

Filing strip 271560715 · Investar Holding Corporation PY 2022 · 401(k)

Investar Holding Corporation 401(k) Plan · $18M · 323 · 76th

  • EOY $18M
  • EOY 323
  • EOY 76th
  • EOY 401(k)
  • EOY near Dna Twopointo, Inc., Dba Atum Retirement Trust
  • EOY ind #5743

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 Louisiana →

Investar Holding Corporation 401(k) Plan in the asset neighbourhood

Charles River Ventures, LLC 401(k) Profit Sharing PlanCharles River Ventures, LLC …$18MGregory Industries, Inc. Retirement and Savings PlanGregory Industries, Inc. Ret…$18MInvestar Holding Corporation 401(k) PlanInvestar Holding Corporation…$18MDna Twopointo, Inc., Dba Atum Retirement TrustDna Twopointo, Inc., Dba Atu…$18MMosaic 401(k) Plan$18M
End-of-year total assets ($M) among Investar Holding Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN271560715
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investar Holding Corporation)

Sponsor-wide plan assets over time

All Investar Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$27M 45.53322277238469% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $26.7M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 323 $18M
2023 1 325 $22M
2024 1 321 $27M

Nearby 401(k) Plans in Louisiana

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

Investar Holding Corporation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Investar Holding Corporation 401(k) Plan, Total assets ($B): 0.018334382 · Participants: 323Investar Holding Corporation 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Investar Holding Corporation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Investar Holding Corporation 401(k) Plan side-by-side with 3 peers →

Investar Holding Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Dna Twopointo, Inc., Dba Atum Retirement Trust in CA ($18M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 participants); asset peers above are excluded.

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 Investar Holding Corporation 401(k) Plan assets move in 2022? ▼
Investar Holding Corporation 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $21M to $18M. Reported net income was -$2M.
How have Investar Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investar Holding Corporation's sponsor-wide assets grew 45.5%, from $18M to $27M.
Where does Investar Holding Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Investar Holding Corporation 401(k) Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Investar Holding Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dna Twopointo, Inc., Dba Atum Retirement Trust in CA ($18M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Investar Holding Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271560715.

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.