Other · DOL Form 5500 · 2022

Clover Nola, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
160
Participants Small participant base
40th
Percentile by assets National rank
$18,364
Avg per participant Low balance/head
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Official DOL plan name: Clover Nola Retirement Plan · Sponsored by Clover Nola, Inc. · Louisiana · Healthcare & Social Assistance

$3M in assets, 160 participants

Clover Nola, Inc.'s Clover Nola Retirement Plan reported $3M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,707 in Healthcare & Social Assistance (20,060 peers)

Coverage in Louisiana

Clover Nola Retirement Plan covers 160 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $3M.

#8,707
in Healthcare & Social Assistance (20,060 peers)
-16.3%
assets change YoY

The plan reported a net loss of $571K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Clover Nola Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Clover Nola Retirement Plan vs every filed plan by assets

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

$2,938,284 40th percentile higher than 40% 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

Clover Nola 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. Clover Nola Retirement Plan sits mid-pack in the medium band (160 participants).

EBSA filing schedule strip

Filing strip 720408940 · Clover Nola, Inc. PY 2022 · Other

Clover Nola Retirement Plan · $3M · 160 · 40th

  • 5500 $3M
  • 5500 160
  • 5500 40th
  • 5500 Other
  • 5500 near Upac 403b Plan
  • 5500 ind #8707

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 →

Clover Nola Retirement Plan in the asset neighbourhood

Clover Nola Retirement Plan$3MUpac 403b Plan$3MWhittier Street Health Center 403(b) PlanWhittier Street Health Cente…$3MProfit Sharing Plan for Frederick W Oppel Dds PCProfit Sharing Plan for Fred…$3MBethshan Association Defined Contribution PlanBethshan Association Defined…$3M
End-of-year total assets ($M) among Clover Nola Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$571K
Employer EIN720408940
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Clover Nola, Inc.)

Sponsor-wide plan assets over time

All Clover Nola, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 39.710184583927216% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.94M $4.11M ▲ +39.8%
Year Plans Participants Total Assets
2022 1 160 $3M
2023 1 156 $4M
2024 1 166 $4M

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

Clover Nola Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Clover Nola Retirement Plan, Total assets ($M): 2.938284 · Participants: 160Clover Nola Retirement PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
Clover Nola Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants

Clover Nola Retirement Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Upac 403b Plan in CA ($3M); by covered participants it is City Union Mission Inc. Employees Retirement Plan in MO (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Clover Nola Retirement Plan assets move in 2022?
Clover Nola Retirement Plan declined sharply - down 16.3% during 2022, from $4M to $3M. Reported net income was -$571K.
How have Clover Nola, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Clover Nola, Inc.'s sponsor-wide assets grew 39.7%, from $3M to $4M.
Which Other plans are similar in size to Clover Nola Retirement Plan?
Among Other plans in other states, the closest by assets is Upac 403b Plan in CA ($3M, 220 participants).
Which Other plans cover a similar participant headcount to Clover Nola Retirement Plan?
Among Other plans in other states, the closest by covered participants is City Union Mission Inc. Employees Retirement Plan in MO (160 participants, $3M in assets).