Other · DOL Form 5500 · 2022

St. James Place of Baton Rouge Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
284
Participants Below avg headcount
40th
Percentile by assets National rank
$10,106
Avg per participant Low balance/head
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Official DOL plan name: St. James Place of Baton Rouge 403(b) Plan · Sponsored by St. James Place of Baton Rouge · Louisiana · Healthcare & Social Assistance

$3M in assets, 284 participants

St. James Place of Baton Rouge's St. James Place of Baton Rouge 403(b) Plan reported $3M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,593 in Healthcare & Social Assistance (20,060 peers)

St. James Place of Baton Rouge multi-year trail

St. James Place of Baton Rouge's plans moved +46.9% in assets from 2022 to 2024; this filing shows St. James Place of Baton Rouge 403(b) Plan at $3M / 284 participants.

#8,593
in Healthcare & Social Assistance (20,060 peers)
-16.6%
assets change YoY

The plan reported a net loss of $569K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. James Place of Baton Rouge 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. James Place of Baton Rouge 403(b) Plan vs every filed plan by assets

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

$2,870,128 40th percentile higher than 40% 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

St. James Place of Baton Rouge 403(b) 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. St. James Place of Baton Rouge 403(b) Plan sits mid-pack in the medium band (284 participants).

Plan-year Form 5500 strip

Filing strip 720887915 · St. James Place of Baton Rouge PY 2022 · Other

St. James Place of Baton Rouge 403(b) Plan · $3M · 284 · 40th

  • ASSETS $3M
  • ASSETS 284
  • ASSETS 40th
  • ASSETS Other
  • ASSETS near Matulaitis Nursing Home, Inc. Retirement Plan
  • ASSETS ind #8593

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

St. James Place of Baton Rouge 403(b) Plan in the asset neighbourhood

St. James Place of Baton Rouge 403(b) PlanSt. James Place of Baton Rou…$3MMatulaitis Nursing Home, Inc. Retirement PlanMatulaitis Nursing Home, Inc…$3MTrust Under Grier School Plan$3MCcres 403(b) Plan$3MOregon Coast Aquarium Retirement PlanOregon Coast Aquarium Retire…$3M
End-of-year total assets ($M) among St. James Place of Baton Rouge 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

St. James Place of Baton Rouge multi-year asset trail

Sponsor-wide plan assets over time

All St. James Place of Baton Rouge plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.94839393922501% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.22M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 284 $3M
2023 1 322 $4M
2024 1 334 $4M

St. James Place of Baton Rouge filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$569K
Employer EIN720887915
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

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

St. James Place of Baton Rouge 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants St. James Place of Baton Rouge 403(b) Plan, Total assets ($M): 2.870128 · Participants: 284St. James Place of Baton Rouge 403(b) PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
St. James Place of Baton Rouge 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants

St. James Place of Baton Rouge 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Matulaitis Nursing Home, Inc. Retirement Plan in CT ($3M); by covered participants it is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (284 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 St. James Place of Baton Rouge 403(b) Plan assets move in 2022?
St. James Place of Baton Rouge 403(b) Plan declined sharply - down 16.6% during 2022, from $3M to $3M. Reported net income was -$569K.
How have St. James Place of Baton Rouge plan assets changed over time?
Across 3 plan years on file (2022-2024), St. James Place of Baton Rouge's sponsor-wide assets grew 46.9%, from $3M to $4M.
Which Other plans are similar in size to St. James Place of Baton Rouge 403(b) Plan?
Among Other plans in other states, the closest by assets is Matulaitis Nursing Home, Inc. Retirement Plan in CT ($3M, 132 participants).
Which Other plans cover a similar participant headcount to St. James Place of Baton Rouge 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Charles E. Smith Jewish Day School Defined Contribution Plan in MD (284 participants, $80M in assets).