401(k) · DOL Form 5500 · 2023
Eustis Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 179
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $60,526
- Avg per participant Low balance/head
Official DOL plan name: Eustis Mortgage Corporation Incentive Retirement Plan · Sponsored by Eustis Mortgage Corporation · Louisiana · Finance & Insurance
$11M in assets, 179 participants
Eustis Mortgage Corporation's Eustis Mortgage Corporation Incentive Retirement Plan reported $11M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #4,002 in Finance & Insurance (8,869 peers)
Coverage in Louisiana
Eustis Mortgage Corporation Incentive Retirement Plan covers 179 participants in Louisiana, about 36% of the average Louisiana filer (state average ~495 per filing). Assets: $11M.
- #4,002
- in Finance & Insurance (8,869 peers)
- -0.6%
- assets change YoY
The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eustis Mortgage Corporation Incentive Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Eustis Mortgage Corporation Incentive Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,834,100 Top 40% higher than 60% 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
Eustis Mortgage Corporation Incentive Retirement 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. Eustis Mortgage Corporation Incentive Retirement Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eustis Mortgage Corporation Incentive Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to -$65K in the plan year 2023 filing.
- Eustis Mortgage Corporation Incentive Retirement Plan reported participants fell from 224 in the plan year 2022 filing to 179 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 720484657 · Eustis Mortgage Corporation PY 2023 · 401(k)
Eustis Mortgage Corporation Incentive Retirement Plan · $11M · 179 · 60th
- IND $11M
- IND 179
- IND 60th
- IND 401(k)
- IND near Sbam Retirement Savings 401(k) Pooled Employer Plan
- IND ind #4002
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 →
Eustis Mortgage Corporation Incentive Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$65K |
| Employer EIN | 720484657 |
| Plan Effective Date | 1984-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eustis Mortgage Corporation)
Sponsor-wide plan assets over time
All Eustis Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 5.718768745101846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $11M |
| 2023 | 1 | 179 | $11M |
| 2024 | 1 | 139 | $10M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Eustis Mortgage Corporation Incentive Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Sbam Retirement Savings 401(k) Pooled Employer Plan in MI ($11M); by covered participants it is Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust in MD (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Sbam Retirement Savings 401(k) Pooled Employer Plan (MI) $11M · 354
- Pkf, LLP 401(k) Retirement Savings Plan (CA) $11M · 33
- Garan 401(k) Plan (NY) $11M · 423
- Cts 401(k) (MD) $11M · 120
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Progress Unlimited Inc. 401(k) Profit Sharing Plan and Trust (MD) 179 · 0 off
- Bitdefender 401(k) Plan (FL) 179 · 0 off
- Integrity Fund 401(k) Plan (KY) 179 · 0 off
- Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 179 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.