401(k) · DOL Form 5500 · 2023

Plantation Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
2,379
Participants Above avg headcount
64th
Percentile by assets National rank
$5,541
Avg per participant Low balance/head
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Official DOL plan name: Plantation Management Company 401(k) Plan · Sponsored by Plantation Management Company, LLC · Louisiana · Healthcare & Social Assistance

$13M in assets, 2,379 participants

Plantation Management Company, LLC's Plantation Management Company 401(k) Plan reported $13M in total assets and 2,379 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,330 in Healthcare & Social Assistance (17,684 peers)

Coverage in Louisiana

Plantation Management Company 401(k) Plan covers 2,379 participants in Louisiana, 4.8x the typical Louisiana plan (state average ~495 per filing). Assets: $13M.

#12,330
in Healthcare & Social Assistance (17,684 peers)
+19.2%
assets growth YoY

Plantation Management Company 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Plantation Management Company 401(k) Plan vs every filed plan by assets

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

$13,181,012 Top 36% higher than 64% 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

Plantation Management Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plantation Management Company 401(k) Plan lands in the large band (2,379 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plantation Management Company 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Plantation Management Company 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Plantation Management Company 401(k) Plan reported participants rose from 2,234 in the plan year 2022 filing to 2,379 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721097923 · Plantation Management Company, LLC PY 2023 · 401(k)

Plantation Management Company 401(k) Plan · $13M · 2,379 · 64th

  • EOY $13M
  • EOY 2,379
  • EOY 64th
  • EOY 401(k)
  • EOY near Triad Tool & Die Co. 401(k) Profit Sharing Plan and Trust
  • EOY ind #12330

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

Plantation Management Company 401(k) Plan in the asset neighbourhood

Plantation Management Company 401(k) PlanPlantation Management Compan…$13MTriad Tool & Die Co. 401(k) Profit Sharing Plan and TrustTriad Tool & Die Co. 401(k) …$13MWilson Manufacturing Company, Inc. 401(k) Profit Sharing PlanWilson Manufacturing Company…$13MAmcp Clean Acquisition Company, LLC 401(k) Profit Sharing PlanAmcp Clean Acquisition Compa…$13MSierra Tango Section 401(k) Profit Sharing PlanSierra Tango Section 401(k) …$13M
End-of-year total assets ($M) among Plantation Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN721097923
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plantation Management Company, LLC)

Sponsor-wide plan assets over time

All Plantation Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.94226236968542% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.6M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 2,234 $11M
2023 1 2,379 $13M
2024 1 2,348 $15M

Nearby 401(k) Plans in Louisiana

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

Plantation Management Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Plantation Management Company 401(k) Plan, Total assets ($B): 0.013181012 · Participants: 2379Plantation Management Company 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
Plantation Management Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Plantation Management Company 401(k) Plan side-by-side with 3 peers →

Plantation Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Triad Tool & Die Co. 401(k) Profit Sharing Plan and Trust in NJ ($13M); by covered participants it is Patriot Home Care 401(k) Plan in PA (2,379 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,379 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 Plantation Management Company 401(k) Plan assets move in 2023? ▼
Plantation Management Company 401(k) Plan grew sharply - up 19.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Plantation Management Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plantation Management Company, LLC's sponsor-wide assets grew 31.9%, from $11M to $15M.
Which 401(k) plans are similar in size to Plantation Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Triad Tool & Die Co. 401(k) Profit Sharing Plan and Trust in NJ ($13M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Plantation Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Patriot Home Care 401(k) Plan in PA (2,379 participants, $2M 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 721097923.

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.