Defined Benefit (Pension) · DOL Form 5500 · 2023

Companion Care of Southwest La, LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
78
Participants Small participant base
24th
Percentile by assets National rank
$12,888
Avg per participant Low balance/head
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Official DOL plan name: Companion Care of Southwest La, LLC Cash Balance Plan · Sponsored by Companion Care of Southwest La, LLC · Louisiana · Healthcare & Social Assistance

$1M in assets, 78 participants

Companion Care of Southwest La, LLC's Companion Care of Southwest La, LLC Cash Balance Plan reported $1M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,454 in Healthcare & Social Assistance (17,684 peers)

Companion Care of Southwest La, LLC multi-year trail

Companion Care of Southwest La, LLC's plans moved +66.8% in assets from 2022 to 2024; this filing shows Companion Care of Southwest La, LLC Cash Balance Plan at $1M / 78 participants.

#3,454
in Healthcare & Social Assistance (17,684 peers)
+58.9%
assets growth YoY

Companion Care of Southwest La, LLC Cash Balance Plan among the smaller filed plans by assets

Companion Care of Southwest La, LLC Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,005,290 24th percentile higher than 24% of 127,068 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 2023

Companion Care of Southwest La, LLC Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Companion Care of Southwest La, LLC Cash Balance Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Companion Care of Southwest La, LLC Cash Balance Plan end-of-year assets rose from $633K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Companion Care of Southwest La, LLC Cash Balance Plan reported net income rose from $323K in the plan year 2022 filing to $373K in the plan year 2023 filing.
  • Companion Care of Southwest La, LLC Cash Balance Plan reported participants rose from 75 in the plan year 2022 filing to 78 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830387020 · Companion Care of Southwest La, LLC PY 2023 · Defined Benefit (Pension)

Companion Care of Southwest La, LLC Cash Balance Plan · $1M · 78 · 24th

  • PART $1M
  • TYPE 78
  • NET 24th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Cazma, LLC Cash Balance Pension Plan
  • BOY ind #3454

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 →

Companion Care of Southwest La, LLC Cash Balance Plan in the asset neighbourhood

Companion Care of Southwest La, LLC Cash Balance PlanCompanion Care of Southwest …$1MCrew 512 LLC Defined Benefit Pension PlanCrew 512 LLC Defined Benefit…$1MRiverside Property Management, Inc., Defined Benefit Pension PlanRiverside Property Managemen…$1MCazma, LLC Cash Balance Pension PlanCazma, LLC Cash Balance Pens…$1MPension Plan for Employees of the Tupman Thurlow Co. , Inc.Pension Plan for Employees o…$997K
End-of-year total assets ($M) among Companion Care of Southwest La, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Companion Care of Southwest La, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Companion Care of Southwest La, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 66.82138934325835% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.63M $1.06M ▲ +68.3%
Year Plans Participants Total Assets
2022 1 75 $633K
2023 1 78 $1M
2024 1 55 $1M

Companion Care of Southwest La, LLC filing trail (2023)

Total Assets (Beginning of Year)$633K
Net Assets (End of Year)$1M
Net Income$373K
Employer EIN830387020
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Companion Care of Southwest La, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Companion Care of Southwest La, LLC Cash Balance Plan, Total assets ($B): 0.00100529 · Participants: 78Companion Care of Southwest La, LLC Cash Balance PlanLumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Companion Care of Southwest La, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Companion Care of Southwest La, LLC Cash Balance Plan side-by-side with 3 peers →

Companion Care of Southwest La, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Cazma, LLC Cash Balance Pension Plan in MI ($1M); by covered participants it is American Postal Workers Union Health Plan Management Staff Pension Plan in MD (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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.

Frequently Asked Questions

How did Companion Care of Southwest La, LLC Cash Balance Plan assets move in 2023? ▼
Companion Care of Southwest La, LLC Cash Balance Plan surged - up 58.9% during 2023, from $633K to $1M. Reported net income was $373K.
How have Companion Care of Southwest La, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Companion Care of Southwest La, LLC's sponsor-wide assets grew 66.8%, from $633K to $1M.
Where does Companion Care of Southwest La, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼
Companion Care of Southwest La, LLC Cash Balance Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Companion Care of Southwest La, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cazma, LLC Cash Balance Pension Plan in MI ($1M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Companion Care of Southwest La, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Management Staff Pension Plan in MD (78 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 830387020.

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.