401(k) · DOL Form 5500 · 2022
Caldwell Holding Company 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 123
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $58,803
- Avg per participant Low balance/head
Official DOL plan name: Caldwell Holding Company 401(k) Plan · Sponsored by Caldwell Holding Company · Louisiana · Finance & Insurance
$7M in assets, 123 participants
Caldwell Holding Company's Caldwell Holding Company 401(k) Plan reported $7M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,862 in Finance & Insurance (9,261 peers)
Coverage in Louisiana
Caldwell Holding Company 401(k) Plan covers 123 participants in Louisiana, about 25% of the average Louisiana filer (state average ~495 per filing). Assets: $7M.
- #3,862
- in Finance & Insurance (9,261 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $719K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Caldwell Holding Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Caldwell Holding Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,232,801 Top 42% higher than 58% 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
Caldwell Holding Company 401(k) 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. Caldwell Holding Company 401(k) Plan sits mid-pack in the medium band (123 participants).
Published 5500 schedule card
Filing strip 720993130 · Caldwell Holding Company PY 2022 · 401(k)
Caldwell Holding Company 401(k) Plan · $7M · 123 · 58th
- VS-ST $7M
- VS-ST 123
- VS-ST 58th
- VS-ST 401(k)
- VS-ST near Sheerid 401(k) Plan
- VS-ST ind #3862
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 →
Caldwell Holding Company 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$719K |
| Employer EIN | 720993130 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Caldwell Holding Company)
Sponsor-wide plan assets over time
All Caldwell Holding Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 27.391725556945367% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $7M |
| 2023 | 1 | 142 | $8M |
| 2024 | 1 | 143 | $9M |
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
Caldwell Holding Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Sheerid 401(k) Plan in OR ($7M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sheerid 401(k) Plan (OR) $7M · 175
- Wagner Industries, LLC 401(k) Retirement Plan (MO) $7M · 462
- Jrayl Transport Inc. Retirement Savings Plan (OH) $7M · 302
- Voxtur Analytics US Corp. 401(k) Plan (FL) $7M · 405
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Employment Background Investigations, Inc. 401(k) Plan (MD) 123 · 0 off
- Patina Solutions Group Inc. 401(k) Profit Sharing Plan (WI) 123 · 0 off
- Ahccms 401(k) Plan (AZ) 123 · 0 off
- Solar Innovations, Inc. - 401(k) Profit Sharing Plan (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.