401(k) · DOL Form 5500 · 2023

Investar Holding Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
325
Participants Below avg headcount
74th
Percentile by assets National rank
$67,776
Avg per participant Below avg balance/head
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Official DOL plan name: Investar Holding Corporation 401(k) Plan · Sponsored by Investar Holding Corporation · Louisiana · Finance & Insurance

$22M in assets, 325 participants

Investar Holding Corporation's Investar Holding Corporation 401(k) Plan reported $22M in total assets and 325 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,450 in Finance & Insurance (8,869 peers)

Investar Holding Corporation multi-year trail

Investar Holding Corporation's plans moved +45.5% in assets from 2022 to 2024; this filing shows Investar Holding Corporation 401(k) Plan at $22M / 325 participants.

#5,450
in Finance & Insurance (8,869 peers)
+20.1%
assets growth YoY

Investar Holding Corporation 401(k) Plan's outsized position by total assets

Investar Holding Corporation 401(k) Plan vs every filed plan by assets

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

$22,027,115 Top 26% higher than 74% 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

Investar Holding Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investar Holding Corporation 401(k) Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Investar Holding Corporation 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Investar Holding Corporation 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271560715 · Investar Holding Corporation PY 2023 · 401(k)

Investar Holding Corporation 401(k) Plan · $22M · 325 · 74th

  • PCT $22M
  • EIN 325
  • RANK 74th
  • PHOTO 401(k)
  • IND near Shick Solutions, Inc. 401(k) Plan and Trust
  • EOY ind #5450

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 →

Investar Holding Corporation 401(k) Plan in the asset neighbourhood

Investar Holding Corporation 401(k) PlanInvestar Holding Corporation…$22MShick Solutions, Inc. 401(k) Plan and TrustShick Solutions, Inc. 401(k)…$22MUg2, LLC 401(k) Retirement PlanUg2, LLC 401(k) Retirement P…$22MVascular Surgery Associates, LLC 401(k) PlanVascular Surgery Associates,…$22MNewcomb Spring Corp. Retirement PlanNewcomb Spring Corp. Retirem…$22M
End-of-year total assets ($M) among Investar Holding Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Investar Holding Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Investar Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$27M 45.53322277238469% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $26.7M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 323 $18M
2023 1 325 $22M
2024 1 321 $27M

Investar Holding Corporation filing trail (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN271560715
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Investar Holding Corporation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Investar Holding Corporation 401(k) Plan, Total assets ($B): 0.022027115 · Participants: 325Investar Holding Corporation 401(k) PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Investar Holding Corporation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Investar Holding Corporation 401(k) Plan side-by-side with 3 peers →

Investar Holding Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Shick Solutions, Inc. 401(k) Plan and Trust in MO ($22M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (325 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 Investar Holding Corporation 401(k) Plan assets move in 2023? ▼
Investar Holding Corporation 401(k) Plan grew sharply - up 20.1% during 2023, from $18M to $22M. Reported net income was $4M.
How have Investar Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investar Holding Corporation's sponsor-wide assets grew 45.5%, from $18M to $27M.
Which 401(k) plans are similar in size to Investar Holding Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shick Solutions, Inc. 401(k) Plan and Trust in MO ($22M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Investar Holding Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (325 participants, $13M 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 271560715.

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.