401(k) · DOL Form 5500 · 2022

Isidore Newman School 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
277
Participants Below avg headcount
80th
Percentile by assets National rank
$89,057
Avg per participant Below avg balance/head
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Official DOL plan name: Isidore Newman School 401(k) Retirement Plan · Sponsored by Isidore Newman School · Louisiana · Educational Services

$25M in assets, 277 participants

Isidore Newman School's Isidore Newman School 401(k) Retirement Plan reported $25M in total assets and 277 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #2,612 in Educational Services (4,024 peers)

Where Isidore Newman School 401(k) Retirement Plan sits by assets

Isidore Newman School 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 277 participants (~$89,057/participant), down 16.6% in 2022.

#2,612
in Educational Services (4,024 peers)
-16.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Isidore Newman School 401(k) Retirement Plan's outsized position by total assets

Isidore Newman School 401(k) Retirement Plan vs every filed plan by assets

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

$24,668,770 Top 20% higher than 80% 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

Isidore Newman School 401(k) Retirement 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. Isidore Newman School 401(k) Retirement Plan sits mid-pack in the medium band (277 participants).

Plan-year Form 5500 strip

Filing strip 720408935 · Isidore Newman School PY 2022 · 401(k)

Isidore Newman School 401(k) Retirement Plan · $25M · 277 · 80th

  • VS-ST $25M
  • BOY 277
  • SCH 80th
  • EBSA 401(k)
  • PART near A.J. Rose Retirement and 401(k) Plan for Non-Union Employees
  • TYPE ind #2612

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 Educational Services retirement plans → · Plans in Louisiana →

Isidore Newman School 401(k) Retirement Plan in the asset neighbourhood

Isidore Newman School 401(k) Retirement PlanIsidore Newman School 401(k)…$25MA.J. Rose Retirement and 401(k) Plan for Non-Union EmployeesA.J. Rose Retirement and 401…$25MVelodyne 401(k) Retirement Savings PlanVelodyne 401(k) Retirement S…$25MU.S. Battery Manufacturing 401(k) Savings PlanU.S. Battery Manufacturing 4…$25MOrthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanOrthopaedic Specialty Instit…$25M
End-of-year total assets ($M) among Isidore Newman School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN720408935
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isidore Newman School)

Sponsor-wide plan assets over time

All Isidore Newman School plans reported in each filing year

Latest sponsor-wide plan assets
$44M 29.378558959762973% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $44.4M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 357 $34M
2023 2 352 $40M
2024 2 342 $44M

Nearby 401(k) Plans in Louisiana

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

Isidore Newman School 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Isidore Newman School 401(k) Retirement Plan, Total assets ($B): 0.02466877 · Participants: 277Isidore Newman School 401(k) Retirement 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
Isidore Newman School 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Isidore Newman School 401(k) Retirement Plan side-by-side with 3 peers →

Isidore Newman School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is A.J. Rose Retirement and 401(k) Plan for Non-Union Employees in OH ($25M); by covered participants it is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Isidore Newman School 401(k) Retirement Plan assets move in 2022? ▼
Isidore Newman School 401(k) Retirement Plan declined sharply - down 16.6% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Isidore Newman School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isidore Newman School's sponsor-wide assets grew 29.4%, from $34M to $44M.
Where does Isidore Newman School 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Isidore Newman School 401(k) Retirement Plan ranks in the 80th 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 Isidore Newman School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is A.J. Rose Retirement and 401(k) Plan for Non-Union Employees in OH ($25M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Isidore Newman School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lindamood 401(k) and Profit Sharing Plan in TX (277 participants, $1M 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 720408935.

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.