THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
IBERVILLE COMPANIES, LLC
This Profit Sharing plan holds $9M in total assets and serves 146 participants as of 2022. It is sponsored by IBERVILLE COMPANIES, LLC in Louisiana. The plan reported a net loss of $2M for the year.
What the Filing Says About THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN
THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN is a Profit Sharing retirement plan sponsored by IBERVILLE COMPANIES, LLC, headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 146 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 200320813, and the plan has been effective since 1995-02-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $11M at the beginning of 2022 to $9M at year-end — a decline of 22.0%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-2,458,089 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $11M |
| Total Assets (End of Year) | $9M |
| Net Assets (End of Year) | $9M |
| Net Income | $-2,458,089 |
| Plan Type | Profit Sharing |
| Employer EIN | 200320813 |
| Plan Effective Date | 1995-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Louisiana
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE LAITRAM EMPLOYEES' INCENTIVE SAVINGS PLAN $516M · 2,653
- LHC GROUP 401(K) PLAN $477M · 24,322
- LOYOLA UNIVERSITY RETIREMENT PLAN $270M · 721
- WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN $186M · 1,723
- OCHSNER CLINIC FOUNDATION 403(B) PLAN $171M · 32,372
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN? ▼
What type of plan is THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN? ▼
Who sponsors the THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN? ▼
How did THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN perform in 2022? ▼
Where can I find official filings for THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN? ▼
How does THE IBERVILLE COMPANIES PROFIT SHARING & 401(K) PLAN compare to other plans? ▼
Explore PlainRetire
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 200320813.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.