401(k) · DOL Form 5500 · 2023
St Denis J Villere & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: St Denis J Villere & Company, LLC Profit Sharing Plan · Sponsored by St Denis J Villere & Company, LLC · Louisiana · Finance & Insurance
$18M in assets, 10 participants
St Denis J Villere & Company, LLC's St Denis J Villere & Company, LLC Profit Sharing Plan reported $18M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #5,081 in Finance & Insurance (8,869 peers)
2023 asset change
St Denis J Villere & Company, LLC Profit Sharing Plan pulled back noticeably 8.6% in 2023 ($20M → $18M) for 10 participants.
- #5,081
- in Finance & Insurance (8,869 peers)
- -8.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
St Denis J Villere & Company, LLC Profit Sharing Plan's outsized position by total assets
St Denis J Villere & Company, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,445,264 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
St Denis J Villere & Company, LLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Denis J Villere & Company, LLC Profit Sharing Plan is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St Denis J Villere & Company, LLC Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- St Denis J Villere & Company, LLC Profit Sharing Plan reported participants fell from 11 in the plan year 2022 filing to 10 in the plan year 2023 filing.
- St Denis J Villere & Company, LLC Profit Sharing Plan end-of-year assets fell from $20M in the plan year 2022 filing to $18M in the plan year 2023 filing.
DOL schedule card
Filing strip 720343760 · St Denis J Villere & Company, LLC PY 2023 · 401(k)
St Denis J Villere & Company, LLC Profit Sharing Plan · $18M · 10 · 71st
- ASSETS $18M
- PCT 10
- EIN 71st
- RANK 401(k)
- PHOTO near Pioneer Incorporated Employee 401(k) Plan
- IND ind #5081
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 →
St Denis J Villere & Company, LLC Profit Sharing Plan in the asset neighbourhood
St Denis J Villere & Company, LLC years around the 2023 move
Sponsor-wide plan assets over time
All St Denis J Villere & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 7.165038872187268% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $20M |
| 2023 | 1 | 10 | $18M |
| 2024 | 1 | 9 | $19M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $20M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$2M |
| Employer EIN | 720343760 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
St Denis J Villere & Company, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Pioneer Incorporated Employee 401(k) Plan in MI ($18M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Pioneer Incorporated Employee 401(k) Plan (MI) $18M · 225
- Apmex 401(k) and Profit Sharing Plan (OK) $18M · 289
- Consolidated 401(k) and Profit Sharing Plan (MN) $18M · 124
- Strata Solar 401 (K) Plan (NC) $18M · 479
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.