401(k) · DOL Form 5500 · 2022
Joint Board of Trustees 401(k) Plan
Data updated 2026-08-25
- $333K
- Total assets Small plan by assets
- 213
- Participants Below avg headcount
- 15th
- Percentile by assets National rank
- $1,562
- Avg per participant Low balance/head
Official DOL plan name: Insulators Local No 53 Vacation Fund · Sponsored by Joint Board of Trustees · Louisiana · Finance & Insurance
$333K in assets, 213 participants
Joint Board of Trustees's Insulators Local No 53 Vacation Fund reported $333K in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.
- #838 in Finance & Insurance (9,261 peers)
Coverage in Louisiana
Insulators Local No 53 Vacation Fund covers 213 participants in Louisiana, about 43% of the average Louisiana filer (state average ~495 per filing). Assets: $333K.
- #838
- in Finance & Insurance (9,261 peers)
- +7.1%
- assets growth YoY
Insulators Local No 53 Vacation Fund among the smaller filed plans by assets
Insulators Local No 53 Vacation Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$332,715 15th percentile higher than 15% 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
Insulators Local No 53 Vacation Fund 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. Insulators Local No 53 Vacation Fund sits mid-pack in the medium band (213 participants).
Plan-year Form 5500 strip
Filing strip 726041617 · Joint Board of Trustees PY 2022 · 401(k)
Insulators Local No 53 Vacation Fund · $333K · 213 · 15th
- BOOK $333K
- VS-ST 213
- BOY 15th
- SCH 401(k)
- EBSA near Good Ventures Holdings, Inc. 401(k) Profit Sharing Plan
- PART ind #838
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 →
Insulators Local No 53 Vacation Fund in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $311K |
|---|---|
| Net Assets (End of Year) | $226K |
| Net Income | $113K |
| Employer EIN | 726041617 |
| Plan Effective Date | 1966-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joint Board of Trustees)
Sponsor-wide plan assets over time
All Joint Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $242K 27.34021610086711% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $333K |
| 2023 | 1 | 179 | $301K |
| 2024 | 1 | 162 | $242K |
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
Insulators Local No 53 Vacation Fund's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Good Ventures Holdings, Inc. 401(k) Profit Sharing Plan in MA ($333K); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($333K here).
Similar participant headcount
Nearest other-state filings by covered participants (213 participants); asset peers above are excluded.
- Atlantic Capital Bank 401(k) Plan (GA) 213 · 0 off
- Systel Business Equipment Co., Inc. 401(k) Psp (NC) 213 · 0 off
- Lmb, Inc. 401(k) Plan (TX) 213 · 0 off
- The Road Machinery LLC Employee Thrift Pension Plan (AZ) 213 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.