401(k) · DOL Form 5500 · 2022
T. L. James & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $689,019
- Avg per participant High balance/head
Official DOL plan name: T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust · Sponsored by T. L. James & Company, Inc. · Louisiana · Agriculture, Forestry & Fishing
$8M in assets, 12 participants
T. L. James & Company, Inc.'s T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust reported $8M in total assets and 12 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.
- #1,029 in Agriculture, Forestry & Fishing (1,523 peers)
T. L. James & Company, Inc. multi-year trail
T. L. James & Company, Inc.'s plans moved -13.4% in assets from 2022 to 2024; this filing shows T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust at $8M / 12 participants.
- #1,029
- in Agriculture, Forestry & Fishing (1,523 peers)
- -16.2%
- assets change YoY
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.
T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers
T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,268,224 Top 39% higher than 61% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust is a small filing (12 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 720221900 · T. L. James & Company, Inc. PY 2022 · 401(k)
T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust · $8M · 12 · 61st
- IND $8M
- IND 12
- IND 61st
- IND 401(k)
- IND near Aitech Defense Systems, Inc. 401(k) Plan
- IND ind #1029
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Louisiana →
T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust in the asset neighbourhood
T. L. James & Company, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All T. L. James & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 13.397556718347253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 12 | $8M |
| 2023 | 1 | 12 | $7M |
| 2024 | 1 | 11 | $7M |
T. L. James & Company, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 720221900 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Savings Plan of Entergy Corporation and Subsidiaries $3.4B · 11,580
- Ochsner Clinic Foundation 401(k) Plan $1.9B · 23,072
- Amedisys Holding, LLC 401(k) Plan $718M · 20,184
- Louisiana Children's Medical Center Retirement and Savings Plan $716M · 12,675
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program $491M · 3,660
T.L. James & Company, Inc. 401(k) Savings-Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Aitech Defense Systems, Inc. 401(k) Plan in CA ($8M); by covered participants it is Snt Food and Beverage Retirement Plan in VA (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.