Other · DOL Form 5500 · 2022

Liberty Bank & Trust Company Retirement Plan

Data updated 2026-08-25

$603K
Total assets Small plan by assets
119
Participants Small participant base
20th
Percentile by assets National rank
$5,064
Avg per participant Low balance/head
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Official DOL plan name: Liberty Bank & Trust 2022 Employee Stock Ownership Plan · Sponsored by Liberty Bank & Trust Company · Louisiana · Finance & Insurance

$603K in assets, 119 participants

Liberty Bank & Trust Company's Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported $603K in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #1,183 in Finance & Insurance (9,261 peers)

Coverage in Louisiana

Liberty Bank & Trust 2022 Employee Stock Ownership Plan covers 119 participants in Louisiana, about 24% of the average Louisiana filer (state average ~495 per filing). Assets: $603K.

#1,183
in Finance & Insurance (9,261 peers)
$303K
reported net income

Liberty Bank & Trust 2022 Employee Stock Ownership Plan among the smaller filed plans by assets

Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs every filed plan by assets

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

$602,661 20th percentile higher than 20% 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

Liberty Bank & Trust 2022 Employee Stock Ownership 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. Liberty Bank & Trust 2022 Employee Stock Ownership Plan sits mid-pack in the medium band (119 participants).

EBSA filing schedule strip

Filing strip 720719924 · Liberty Bank & Trust Company PY 2022 · Other

Liberty Bank & Trust 2022 Employee Stock Ownership Plan · $603K · 119 · 20th

  • BOY $603K
  • SCH 119
  • EBSA 20th
  • PART Other
  • TYPE near Fta International 401(k)
  • NET ind #1183

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 →

Liberty Bank & Trust 2022 Employee Stock Ownership Plan in the asset neighbourhood

Groundworks Collaborative, Inc. Retirement PlanGroundworks Collaborative, I…$607KLiberty Bank & Trust 2022 Employee Stock Ownership PlanLiberty Bank & Trust 2022 Em…$603KFta International 401(k)$603KReservoir Engineering Research Institute Retirement PlanReservoir Engineering Resear…$597KHelp of Southern Nevada 403(b) PlanHelp of Southern Nevada 403(…$596K
End-of-year total assets ($M) among Liberty Bank & Trust 2022 Employee Stock Ownership Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$303K
Net Income$303K
Employer EIN720719924
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Bank & Trust Company)

Sponsor-wide plan assets over time

All Liberty Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.466701768377746% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.75M $10.7M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 154 $8M
2023 2 167 $9M
2024 2 174 $11M

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Liberty Bank & Trust 2022 Employee Stock Ownership Plan, Total assets ($M): 0.602661 · Participants: 119Liberty Bank & Trust 2022 Employee Stock Ownership PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 672.607791 · Participants: 3246Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 467.386097 · Participants: 3343Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 398.684054 · Participants: 24876Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 261.053356 · Participants: 3481Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 188.542297 · Participants: 672Loyola University Retirement Plan
Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Liberty Bank & Trust 2022 Employee Stock Ownership Plan side-by-side with 3 peers →

Liberty Bank & Trust 2022 Employee Stock Ownership Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Fta International 401(k) in GA ($603K); by covered participants it is Lees-Mcrae College 403(b) Retirement Plan in NC (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($603K here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 have Liberty Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Bank & Trust Company's sponsor-wide assets grew 37.5%, from $8M to $11M.
Where does Liberty Bank & Trust 2022 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Liberty Bank & Trust 2022 Employee Stock Ownership Plan ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Liberty Bank & Trust 2022 Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by assets is Fta International 401(k) in GA ($603K, 2 participants).
Which Other plans cover a similar participant headcount to Liberty Bank & Trust 2022 Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by covered participants is Lees-Mcrae College 403(b) Retirement Plan in NC (119 participants, $14M 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 720719924.

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.