401(k) · DOL Form 5500 · 2022
Eustis Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 224
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $48,659
- Avg per participant Low balance/head
Official DOL plan name: Eustis Mortgage Corporation Incentive Retirement Plan · Sponsored by Eustis Mortgage Corporation · Louisiana · Finance & Insurance
$11M in assets, 224 participants
Eustis Mortgage Corporation's Eustis Mortgage Corporation Incentive Retirement Plan reported $11M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.
- #4,645 in Finance & Insurance (9,261 peers)
Coverage in Louisiana
Eustis Mortgage Corporation Incentive Retirement Plan covers 224 participants in Louisiana, about 45% of the average Louisiana filer (state average ~495 per filing). Assets: $11M.
- #4,645
- in Finance & Insurance (9,261 peers)
- -12.0%
- 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.
Eustis Mortgage Corporation Incentive Retirement Plan's outsized position by total assets
Eustis Mortgage Corporation Incentive Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$10,899,514 Top 33% higher than 67% 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
Eustis Mortgage Corporation Incentive Retirement 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. Eustis Mortgage Corporation Incentive Retirement Plan sits mid-pack in the medium band (224 participants).
Plan-year Form 5500 strip
Filing strip 720484657 · Eustis Mortgage Corporation PY 2022 · 401(k)
Eustis Mortgage Corporation Incentive Retirement Plan · $11M · 224 · 67th
- BOY $11M
- SCH 224
- EBSA 67th
- PART 401(k)
- TYPE near Northeast Sales Distributing, Inc. 401(k) Plan
- NET ind #4645
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 Finance & Insurance retirement plans → · Plans in Louisiana →
Eustis Mortgage Corporation Incentive Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$1M |
| Employer EIN | 720484657 |
| Plan Effective Date | 1984-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eustis Mortgage Corporation)
Sponsor-wide plan assets over time
All Eustis Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 5.718768745101846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $11M |
| 2023 | 1 | 179 | $11M |
| 2024 | 1 | 139 | $10M |
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
Eustis Mortgage Corporation Incentive Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Northeast Sales Distributing, Inc. 401(k) Plan in GA ($11M); by covered participants it is The Bell Company, LLC 401(k) Plan in PA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Northeast Sales Distributing, Inc. 401(k) Plan (GA) $11M · 234
- Paca, Inc. 401(k) Plan (MN) $11M · 364
- Damar Services Inc. 401(k) Retirement Plan (IN) $11M · 829
- Meyer,Borgman & Johnson, Inc. Profit Sharing & 401(k) Plan (MN) $11M · 110
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- The Bell Company, LLC 401(k) Plan (PA) 224 · 0 off
- Pacific Gateway Concessions, LLC 401(k) Plan (CA) 224 · 0 off
- Cogent, Inc. Profit Sharing 401(k) Plan (MO) 224 · 0 off
- Eustis Cable 401(k) Plan (VT) 224 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.