401(k) · DOL Form 5500 · 2022

Lsu Foundation 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
82
Participants Small participant base
64th
Percentile by assets National rank
$114,129
Avg per participant Below avg balance/head
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Official DOL plan name: Lsu Foundation 401(k) Plan · Sponsored by Lsu Foundation · Louisiana · Other Services

$9M in assets, 82 participants

Lsu Foundation's Lsu Foundation 401(k) Plan reported $9M in total assets and 82 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.

  • #6,617 in Other Services (8,398 peers)

Lsu Foundation multi-year trail

Lsu Foundation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Lsu Foundation 401(k) Plan at $9M / 82 participants.

#6,617
in Other Services (8,398 peers)
-12.5%
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.

Lsu Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers

Lsu Foundation 401(k) Plan vs every filed plan by assets

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

$9,358,594 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

Lsu Foundation 401(k) 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. Lsu Foundation 401(k) Plan is a small filing (82 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 726020969 · Lsu Foundation PY 2022 · 401(k)

Lsu Foundation 401(k) Plan · $9M · 82 · 64th

  • 5500 $9M
  • 5500 82
  • 5500 64th
  • 5500 401(k)
  • 5500 near Robert a. Pumphrey Funeral Homes, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #6617

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 Other Services retirement plans → · Plans in Louisiana →

Lsu Foundation 401(k) Plan in the asset neighbourhood

Lsu Foundation 401(k) Plan$9MRobert a. Pumphrey Funeral Homes, Inc. 401(k) Profit Sharing PlanRobert a. Pumphrey Funeral H…$9MHowell, Gibson & Hughes P.a. Profit Sharing 401(k) PlanHowell, Gibson & Hughes P.a.…$9MMidwest Physicians Anesthesia Services, Sc 401(k) Profit Sharing PlanMidwest Physicians Anesthesi…$9MAccess & Integrated Practice Holdings 401(k) PlanAccess & Integrated Practice…$9M
End-of-year total assets ($M) among Lsu Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Lsu Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Lsu Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 43.978048411973% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.36M $13.5M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 82 $9M
2023 1 87 $12M
2024 1 99 $13M

Lsu Foundation filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN726020969
Plan Effective Date2002-09-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Lsu Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Lsu Foundation 401(k) Plan, Total assets ($B): 0.009358594 · Participants: 82Lsu Foundation 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
Lsu Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lsu Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Robert a. Pumphrey Funeral Homes, Inc. 401(k) Profit Sharing Plan in MD ($9M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 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 Lsu Foundation 401(k) Plan assets move in 2022?
Lsu Foundation 401(k) Plan pulled back noticeably - down 12.5% during 2022, from $11M to $9M. Reported net income was -$1M.
How have Lsu Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Lsu Foundation's sponsor-wide assets grew 44.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Lsu Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Robert a. Pumphrey Funeral Homes, Inc. 401(k) Profit Sharing Plan in MD ($9M, 21 participants).
Which 401(k) plans cover a similar participant headcount to Lsu Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M in assets).