401(k) · DOL Form 5500 · 2023

Iota Family Pharmacy Inc 401(k) Plan

Data updated 2026-08-25

$222K
Total assets Small plan by assets: 1
Participants Small participant base: 11th
Percentile by assets National rank: $221,586
Avg per participant Above avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Iota Family Pharmacy Investment Plan · Sponsored by Iota Family Pharmacy Inc · Louisiana · Retail Trade

$222K in assets, 1 participants

Iota Family Pharmacy Inc's Iota Family Pharmacy Investment Plan reported $222K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 11th 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.

#1,567 in Retail Trade (8,414 peers)

What the 2023 filing shows

Iota Family Pharmacy Investment Plan holds $222K for 1 participant - about $221,586 per participant, among the smaller plans by assets on file.

#1,567
in Retail Trade (8,414 peers): +0.0%
assets growth YoY

Iota Family Pharmacy Investment Plan among the smaller filed plans by assets

Iota Family Pharmacy Investment Plan vs every filed plan by assets

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

$221,586 11th percentile higher than 11% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Iota Family Pharmacy Investment Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iota Family Pharmacy Investment Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 883661205 · Iota Family Pharmacy Inc PY 2023 · 401(k)

Iota Family Pharmacy Investment Plan · $222K · 1 · 11th

ASSETS $222K
PCT 1
EIN 11th
RANK 401(k)
PHOTO near Diamond Peo LLC 401(k) Profit Sharing Plan & Trust
IND ind #1567

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 Retail Trade retirement plans → · Plans in Louisiana →

End-of-year total assets ($M) among Iota Family Pharmacy Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$222K
Net Assets (End of Year)	$222K
Employer EIN	883661205
Plan Effective Date	2022-08-12
Filing Status	FILING RECEIVED

Sponsor Plan History (Iota Family Pharmacy Inc)

Latest sponsor-wide plan assets: $222K 0% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	N/A	$222K
2023	1	1	$222K
2024	1	1	$222K

Nearby 401(k) Plans in Louisiana

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

Iota Family Pharmacy Investment Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.1B · 24,522
Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare Iota Family Pharmacy Investment Plan side-by-side with 3 peers →

Iota Family Pharmacy Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Diamond Peo LLC 401(k) Profit Sharing Plan & Trust in CA ($222K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($222K here).

Diamond Peo LLC 401(k) Profit Sharing Plan & Trust (CA) $222K · 1,836
Valley Custom Window Fashions, Inc. 401(k) Profit Sharing Plan (MA) $222K · 1
Doane Diversified, Inc 401(k) Profit Sharing Plan (CT) $222K · 2
Nail Images Group Inc 401(k) Plan (MN) $222K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

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 Iota Family Pharmacy Investment Plan assets move in 2023? ▼

Iota Family Pharmacy Investment Plan held essentially flat - up 0.0% during 2023, from $222K to $222K.

How have Iota Family Pharmacy Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Iota Family Pharmacy Inc's sponsor-wide assets grew 0.0%, from $222K to $222K.

Where does Iota Family Pharmacy Investment Plan rank by assets among Form 5500 filers? ▼

Iota Family Pharmacy Investment Plan ranks in the 11th 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 401(k) plans are similar in size to Iota Family Pharmacy Investment Plan? ▼

Among 401(k) plans in other states, the closest by assets is Diamond Peo LLC 401(k) Profit Sharing Plan & Trust in CA ($222K, 1,836 participants).

Which 401(k) plans cover a similar participant headcount to Iota Family Pharmacy Investment Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 883661205.