ESOP · DOL Form 5500 · 2023

Louisiana Companies ESOP

Data updated 2026-08-25

$12M
Total assets Small plan by assets
39
Participants Small participant base
63rd
Percentile by assets National rank
$311,365
Avg per participant High balance/head
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Official DOL plan name: Louisiana Companies Employee Stock Ownership Plan · Sponsored by Louisiana Companies · Louisiana · Finance & Insurance

$12M in assets, 39 participants

Louisiana Companies's Louisiana Companies Employee Stock Ownership Plan reported $12M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,233 in Finance & Insurance (8,869 peers)

Louisiana Companies multi-year trail

Louisiana Companies's plans moved -56.1% in assets from 2022 to 2024; this filing shows Louisiana Companies Employee Stock Ownership Plan at $12M / 39 participants.

#4,233
in Finance & Insurance (8,869 peers)
+26.9%
assets growth YoY

Louisiana Companies Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Louisiana Companies Employee Stock Ownership Plan vs every filed plan by assets

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

$12,143,237 Top 37% higher than 63% 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

Louisiana Companies Employee Stock Ownership 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. Louisiana Companies Employee Stock Ownership Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Louisiana Companies Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Louisiana Companies Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Louisiana Companies Employee Stock Ownership Plan reported participants fell from 40 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720467238 · Louisiana Companies PY 2023 · ESOP

Louisiana Companies Employee Stock Ownership Plan · $12M · 39 · 63rd

  • VS-ST $12M
  • BOY 39
  • SCH 63rd
  • EBSA ESOP
  • PART near R & R Millwork, Inc. Employee Stock Ownership Plan
  • TYPE ind #4233

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 What is an ESOP? → · Plans in Louisiana →

Louisiana Companies Employee Stock Ownership Plan in the asset neighbourhood

Pickering, Inc. Employee Stock Ownership PlanPickering, Inc. Employee Sto…$12MConcept Services Employee Stock Ownership PlanConcept Services Employee St…$12MLouisiana Companies Employee Stock Ownership PlanLouisiana Companies Employee…$12MR & R Millwork, Inc. Employee Stock Ownership PlanR & R Millwork, Inc. Employe…$12MTbg Partners Employee Stock Ownership PlanTbg Partners Employee Stock …$12M
End-of-year total assets ($M) among Louisiana Companies Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Louisiana Companies multi-year asset trail

Sponsor-wide plan assets over time

All Louisiana Companies plans reported in each filing year

Latest sponsor-wide plan assets
$4M 56.12051372729013% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $9.57M $4.2M ▼ -56.1%
Year Plans Participants Total Assets
2022 1 40 $10M
2023 1 39 $12M
2024 1 39 $4M

Louisiana Companies filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN720467238
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Louisiana

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

Louisiana Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Louisiana Companies Employee Stock Ownership Plan, Total assets ($M): 12.143237 · Participants: 39Louisiana Companies Employee Stock Ownership PlanMagnolia Employee Stock Ownership Plan, Total assets ($M): 611.505673 · Participants: 44Magnolia Employee Stock Ownership PlanAcadian Ambulance Service, Inc. Employee Stock Ownership Plan, Total assets ($M): 446.486105 · Participants: 3467Acadian Ambulance Service, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.058565 · Participants: 570Mcelroy Metal Mill, Inc. Employee Stock Ownership PlanRogers Manufacturing Corporation Employee Stock Ownership Plan, Total assets ($M): 132.262774 · Participants: 153Rogers Manufacturing Corporation Employee Stock Ownership PlanGulf Coast Bank & Trust Company Employee Stock Ownership Plan, Total assets ($M): 126.28162 · Participants: 820Gulf Coast Bank & Trust Company Employee Stock Ownership Plan
Louisiana Companies Employee Stock Ownership Plan vs. nearby ESOP plans in Louisiana, assets vs. participants
Compare Louisiana Companies Employee Stock Ownership Plan side-by-side with 3 peers →

Louisiana Companies Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Louisiana, the nearest ESOP by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($12M); by covered participants it is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 participants). Same-state nearby plans are listed separately above.

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 Louisiana Companies Employee Stock Ownership Plan assets move in 2023? ▼
Louisiana Companies Employee Stock Ownership Plan grew sharply - up 26.9% during 2023, from $10M to $12M. Reported net income was $3M.
How have Louisiana Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Louisiana Companies's sponsor-wide assets declined 56.1%, from $10M to $4M.
Which ESOP plans are similar in size to Louisiana Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R & R Millwork, Inc. Employee Stock Ownership Plan in TX ($12M, 38 participants).
Which ESOP plans cover a similar participant headcount to Louisiana Companies Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Consolidated Electronic Wire & Cable Corp. Employee Stock Ownership Plan in IL (39 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 720467238.

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.