401(k) · DOL Form 5500 · 2022

Heard Mcelroy & Vestal, L.L.C. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
128
Participants Small participant base
81st
Percentile by assets National rank
$202,218
Avg per participant Above avg balance/head
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Official DOL plan name: Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan · Sponsored by Heard Mcelroy & Vestal, L.L.C. · Louisiana · Professional & Technical Services

$26M in assets, 128 participants

Heard Mcelroy & Vestal, L.L.C.'s Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan reported $26M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,580 in Professional & Technical Services (21,562 peers)

Coverage in Louisiana

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan covers 128 participants in Louisiana, about 26% of the average Louisiana filer (state average ~495 per filing). Assets: $26M.

#17,580
in Professional & Technical Services (21,562 peers)
+23.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan's outsized position by total assets

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan vs every filed plan by assets

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

$25,883,873 Top 19% higher than 81% 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

Heard, Mcelroy & Vestal, L.L.C. 401(k) 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. Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan sits mid-pack in the medium band (128 participants).

Published 5500 schedule card

Filing strip 720398470 · Heard Mcelroy & Vestal, L.L.C. PY 2022 · 401(k)

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan · $26M · 128 · 81st

  • EBSA $26M
  • EBSA 128
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near The National Mutual Insurance Company 401(k) Savings Plan
  • EBSA ind #17580

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 →

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan in the asset neighbourhood

Heard, Mcelroy & Vestal, L.L.C. 401(k) PlanHeard, Mcelroy & Vestal, L.L…$26MThe National Mutual Insurance Company 401(k) Savings PlanThe National Mutual Insuranc…$26MProtos Security 401(K Plan$26MCodilis & Associates, P. C. 401(k) Profit Sharing PlanCodilis & Associates, P. C. …$26MAmbank Company, Inc. Employees' 401(k) Profit Sharing PlanAmbank Company, Inc. Employe…$26M
End-of-year total assets ($M) among Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN720398470
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heard Mcelroy & Vestal, L.L.C.)

Sponsor-wide plan assets over time

All Heard Mcelroy & Vestal, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 32.24597802654958% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $25.9M $34.2M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 128 $26M
2023 1 148 $29M
2024 1 159 $34M

Nearby 401(k) Plans in Louisiana

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

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan, Total assets ($B): 0.025883873 · Participants: 128Heard, Mcelroy & Vestal, L.L.C. 401(k) PlanSavings 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
Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan side-by-side with 3 peers →

Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is The National Mutual Insurance Company 401(k) Savings Plan in OH ($26M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan assets move in 2022? ▼
Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan grew sharply - up 23.2% during 2022, from $21M to $26M. Reported net income was $5M.
How have Heard Mcelroy & Vestal, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heard Mcelroy & Vestal, L.L.C.'s sponsor-wide assets grew 32.2%, from $26M to $34M.
Where does Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Mutual Insurance Company 401(k) Savings Plan in OH ($26M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Heard, Mcelroy & Vestal, L.L.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A 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 720398470.

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.