401(k) · DOL Form 5500 · 2022
Phelps Dunbar, LLP 401(k) Plan
Data updated 2026-08-25
- $229M
- Total assets Near avg plan size
- 574
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $398,367
- Avg per participant High balance/head
Official DOL plan name: Phelps Dunbar, LLP Savings and Retirement Plan · Sponsored by Phelps Dunbar, LLP · Louisiana · Professional & Technical Services
$229M in assets, 574 participants
Phelps Dunbar, LLP's Phelps Dunbar, LLP Savings and Retirement Plan reported $229M in total assets and 574 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.
- #20,941 in Professional & Technical Services (21,562 peers)
Where Phelps Dunbar, LLP Savings and Retirement Plan sits by assets
Phelps Dunbar, LLP Savings and Retirement Plan sits in the top 5% of all filed plans by assets, $229M for 574 participants (~$398,367/participant), down 18.1% in 2022.
- #20,941
- in Professional & Technical Services (21,562 peers)
- -18.1%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $51M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Phelps Dunbar, LLP Savings and Retirement Plan's outsized position by total assets
Phelps Dunbar, LLP Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$228,662,739 Top 4% higher than 96% 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
Phelps Dunbar, LLP Savings and 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. Phelps Dunbar, LLP Savings and Retirement Plan sits mid-pack in the medium band (574 participants).
Plan-year Form 5500 strip
Filing strip 720358621 · Phelps Dunbar, LLP PY 2022 · 401(k)
Phelps Dunbar, LLP Savings and Retirement Plan · $229M · 574 · 96th
- EBSA $229M
- PART 574
- TYPE 96th
- NET 401(k)
- BOOK near Florida Medical Clinic, LLC 401(k) Plan and Trust
- VS-ST ind #20941
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 →
Phelps Dunbar, LLP Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $279M |
|---|---|
| Net Assets (End of Year) | $229M |
| Net Income | -$51M |
| Employer EIN | 720358621 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phelps Dunbar, LLP)
Sponsor-wide plan assets over time
All Phelps Dunbar, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 28.95310897154958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 574 | $229M |
| 2023 | 1 | 614 | $259M |
| 2024 | 1 | 634 | $295M |
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
Phelps Dunbar, LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Florida Medical Clinic, LLC 401(k) Plan and Trust in FL ($229M); by covered participants it is Stellar Industries, Inc. 401(k) Profit Sharing Plan in IA (574 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($229M here).
- Florida Medical Clinic, LLC 401(k) Plan and Trust (FL) $229M · 1,804
- Employees Profit Sharing 401(k) Plan of Alfred Benesch & Company (IL) $229M · 762
- Southern Ute Indian Tribe Retirement Savings Plan (CO) $229M · 1,199
- Tenaris 401(k) Savings Plan (TX) $229M · 2,789
Similar participant headcount
Nearest other-state filings by covered participants (574 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.