Defined Benefit (Pension) · DOL Form 5500 · 2022

Companion Care of Southwest La, LLC Pension Plan

Data updated 2026-08-25

$633K
Total assets Small plan by assets
75
Participants Small participant base
20th
Percentile by assets National rank
$8,437
Avg per participant Low balance/head
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Official DOL plan name: Companion Care of Southwest La, LLC Cash Balance Plan · Sponsored by Companion Care of Southwest La, LLC · Louisiana · Healthcare & Social Assistance

$633K in assets, 75 participants

Companion Care of Southwest La, LLC's Companion Care of Southwest La, LLC Cash Balance Plan reported $633K in total assets and 75 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,342 in Healthcare & Social Assistance (20,060 peers)

Companion Care of Southwest La, LLC multi-year trail

Companion Care of Southwest La, LLC's plans moved +66.8% in assets from 2022 to 2024; this filing shows Companion Care of Southwest La, LLC Cash Balance Plan at $633K / 75 participants.

#3,342
in Healthcare & Social Assistance (20,060 peers)
+104.5%
assets growth YoY

Companion Care of Southwest La, LLC Cash Balance Plan among the smaller filed plans by assets

Companion Care of Southwest La, LLC Cash Balance Plan vs every filed plan by assets

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

$632,745 20th percentile higher than 20% 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

Companion Care of Southwest La, LLC Cash Balance 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. Companion Care of Southwest La, LLC Cash Balance Plan is a small filing (75 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 830387020 · Companion Care of Southwest La, LLC PY 2022 · Defined Benefit (Pension)

Companion Care of Southwest La, LLC Cash Balance Plan · $633K · 75 · 20th

  • RANK $633K
  • PHOTO 75
  • IND 20th
  • EOY Defined Benefit (Pension)
  • 5500 near Cw Funding LLC Pension Plan and Trust
  • ASSETS ind #3342

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 →

Companion Care of Southwest La, LLC Cash Balance Plan in the asset neighbourhood

Franz Harary Production, Inc. Pension PlanFranz Harary Production, Inc…$637KGreenlee Retirement Plan for Employees in a Collective Bargaining UnitGreenlee Retirement Plan for…$637KCompanion Care of Southwest La, LLC Cash Balance PlanCompanion Care of Southwest …$633KCw Funding LLC Pension Plan and TrustCw Funding LLC Pension Plan …$633KSimon Agency Ny, Inc. Cash Balance PlanSimon Agency Ny, Inc. Cash B…$634K
End-of-year total assets ($M) among Companion Care of Southwest La, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Companion Care of Southwest La, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Companion Care of Southwest La, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 66.82138934325835% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $1.06M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 75 $633K
2023 1 78 $1M
2024 1 55 $1M

Companion Care of Southwest La, LLC filing trail (2022)

Total Assets (Beginning of Year)$309K
Net Assets (End of Year)$633K
Net Income$323K
Employer EIN830387020
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Companion Care of Southwest La, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Companion Care of Southwest La, LLC Cash Balance Plan, Total assets ($B): 0.000632745 · Participants: 75Companion Care of Southwest La, LLC Cash Balance PlanLumen Combined Pension Plan, Total assets ($B): 4.797530185 · Participants: 14232Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.179930453 · Participants: 8484Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement Plan for Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 0.835437782 · Participants: 5676Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan III, Total assets ($B): 0.775644865 · Participants: 71Entergy Corporation Retirement Plan III
Companion Care of Southwest La, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Companion Care of Southwest La, LLC Cash Balance Plan side-by-side with 3 peers →

Companion Care of Southwest La, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Cw Funding LLC Pension Plan and Trust in NY ($633K); by covered participants it is Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant in TN (75 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 Companion Care of Southwest La, LLC Cash Balance Plan assets move in 2022? ▼
Companion Care of Southwest La, LLC Cash Balance Plan surged - up 104.5% during 2022, from $309K to $633K. Reported net income was $323K.
How have Companion Care of Southwest La, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Companion Care of Southwest La, LLC's sponsor-wide assets grew 66.8%, from $633K to $1M.
Where does Companion Care of Southwest La, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Companion Care of Southwest La, LLC Cash Balance Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Companion Care of Southwest La, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cw Funding LLC Pension Plan and Trust in NY ($633K, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Companion Care of Southwest La, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Granges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc Plant in TN (75 participants, $22M 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 830387020.

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.