401(k) · DOL Form 5500 · 2022

Hannis T. Bourgeois, LLP 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
117
Participants Small participant base
82nd
Percentile by assets National rank
$235,686
Avg per participant Above avg balance/head
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Official DOL plan name: Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust · Sponsored by Hannis T. Bourgeois, LLP · Louisiana · Professional & Technical Services

$28M in assets, 117 participants

Hannis T. Bourgeois, LLP's Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported $28M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,743 in Professional & Technical Services (21,562 peers)

Coverage in Louisiana

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust covers 117 participants in Louisiana, about 24% of the average Louisiana filer (state average ~495 per filing). Assets: $28M.

#17,743
in Professional & Technical Services (21,562 peers)
-13.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust's outsized position by total assets

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs every filed plan by assets

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

$27,575,295 Top 18% higher than 82% 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

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust 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. Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 720636725 · Hannis T. Bourgeois, LLP PY 2022 · 401(k)

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust · $28M · 117 · 82nd

  • PCT $28M
  • EIN 117
  • RANK 82nd
  • PHOTO 401(k)
  • IND near United Radio, Inc. 401(k) Retirement Plan
  • EOY ind #17743

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust in the asset neighbourhood

Hannis T. Bourgeois, LLP Profit Sharing Plan & TrustHannis T. Bourgeois, LLP Pro…$28MDonohue & Associates Inc. 401(k) PlanDonohue & Associates Inc. 40…$28MUnited Radio, Inc. 401(k) Retirement PlanUnited Radio, Inc. 401(k) Re…$28MDga 401(k) Profit Sharing PlanDga 401(k) Profit Sharing Pl…$28MG & S Enterprises, Inc. 401(k) PlanG & S Enterprises, Inc. 401(…$28M
End-of-year total assets ($M) among Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN720636725
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hannis T. Bourgeois, LLP)

Sponsor-wide plan assets over time

All Hannis T. Bourgeois, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$34M 22.09246718847432% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.6M $33.7M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 117 $28M
2023 1 127 $34M
2024 1 145 $34M

Nearby 401(k) Plans in Louisiana

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

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust, Total assets ($B): 0.027575295 · Participants: 117Hannis T. Bourgeois, LLP Profit Sharing Plan & TrustSavings 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
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust side-by-side with 3 peers →

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is United Radio, Inc. 401(k) Retirement Plan in NY ($28M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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.

Frequently Asked Questions

How did Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust assets move in 2022? ▼
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust pulled back noticeably - down 13.8% during 2022, from $32M to $28M. Reported net income was -$4M.
How have Hannis T. Bourgeois, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hannis T. Bourgeois, LLP's sponsor-wide assets grew 22.1%, from $28M to $34M.
Where does Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is United Radio, Inc. 401(k) Retirement Plan in NY ($28M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A 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 720636725.

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.