401(k) · DOL Form 5500 · 2022

John L. Lowery & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
81
Participants Small participant base
37th
Percentile by assets National rank
$30,284
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: John L. Lowery & Associates, Inc. Savings Plan and Trust · Sponsored by John L. Lowery & Associates, Inc. · Louisiana · Professional & Technical Services

$2M in assets, 81 participants

John L. Lowery & Associates, Inc.'s John L. Lowery & Associates, Inc. Savings Plan and Trust reported $2M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,293 in Professional & Technical Services (21,562 peers)

2022 asset change

John L. Lowery & Associates, Inc. Savings Plan and Trust declined sharply 29.9% in 2022 ($4M → $2M) for 81 participants.

#7,293
in Professional & Technical Services (21,562 peers)
-29.9%
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.

John L. Lowery & Associates, Inc. Savings Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

John L. Lowery & Associates, Inc. Savings Plan and Trust vs every filed plan by assets

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

$2,453,036 37th percentile higher than 37% 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

John L. Lowery & Associates, Inc. Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. John L. Lowery & Associates, Inc. Savings Plan and Trust is a small filing (81 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 720820476 · John L. Lowery & Associates, Inc. PY 2022 · 401(k)

John L. Lowery & Associates, Inc. Savings Plan and Trust · $2M · 81 · 37th

  • EOY $2M
  • 5500 81
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Poly Flex Products, Inc. 401(k) Profit Sharing Plan
  • RANK ind #7293

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 →

John L. Lowery & Associates, Inc. Savings Plan and Trust in the asset neighbourhood

John L. Lowery & Associates, Inc. Savings Plan and TrustJohn L. Lowery & Associates,…$2MPoly Flex Products, Inc. 401(k) Profit Sharing PlanPoly Flex Products, Inc. 401…$2MPawn 1, Inc. 401(k) Plan$2MSt. Anthony's Hospice, Inc. 401(k) PlanSt. Anthony's Hospice, Inc. …$2MOncoresponse, Inc. 401(k) PlanOncoresponse, Inc. 401(k) Pl…$2M
End-of-year total assets ($M) among John L. Lowery & Associates, Inc. Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN720820476
Plan Effective Date1996-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

John L. Lowery & Associates, Inc. Savings Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants John L. Lowery & Associates, Inc. Savings Plan and Trust, Total assets ($B): 0.002453036 · Participants: 81John L. Lowery & Associates, Inc. Savings Plan and 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
John L. Lowery & Associates, Inc. Savings Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare John L. Lowery & Associates, Inc. Savings Plan and Trust side-by-side with 3 peers →

John L. Lowery & Associates, Inc. Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Poly Flex Products, Inc. 401(k) Profit Sharing Plan in MI ($2M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (81 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 John L. Lowery & Associates, Inc. Savings Plan and Trust assets move in 2022? ▼
John L. Lowery & Associates, Inc. Savings Plan and Trust declined sharply - down 29.9% during 2022, from $4M to $2M. Reported net income was -$1M.
Which 401(k) plans are similar in size to John L. Lowery & Associates, Inc. Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Poly Flex Products, Inc. 401(k) Profit Sharing Plan in MI ($2M, 117 participants).
Which 401(k) plans cover a similar participant headcount to John L. Lowery & Associates, Inc. Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M 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 720820476.

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.