401(k) · DOL Form 5500 · 2023
Specialty Management Services of Ouachita, LLC Dba Alli Management Sol 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 181
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $83,133
- Avg per participant Below avg balance/head
Official DOL plan name: Specialty Management Services of Ouachita, LLC 401(k) Plan · Sponsored by Specialty Management Services of Ouachita, LLC Dba Alli Management Sol · Louisiana · Professional & Technical Services
$15M in assets, 181 participants
Specialty Management Services of Ouachita, LLC Dba Alli Management Sol's Specialty Management Services of Ouachita, LLC 401(k) Plan reported $15M in total assets and 181 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #13,532 in Professional & Technical Services (20,321 peers)
Coverage in Louisiana
Specialty Management Services of Ouachita, LLC 401(k) Plan covers 181 participants in Louisiana, about 37% of the average Louisiana filer (state average ~495 per filing). Assets: $15M.
- #13,532
- in Professional & Technical Services (20,321 peers)
- +18.7%
- assets growth YoY
Specialty Management Services of Ouachita, LLC 401(k) Plan's outsized position by total assets
Specialty Management Services of Ouachita, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,047,089 Top 33% higher than 67% 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
Specialty Management Services of Ouachita, LLC 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. Specialty Management Services of Ouachita, LLC 401(k) Plan sits mid-pack in the medium band (181 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Specialty Management Services of Ouachita, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Specialty Management Services of Ouachita, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Specialty Management Services of Ouachita, LLC 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 181 in the plan year 2023 filing.
DOL schedule card
Filing strip 721509232 · Specialty Management Services of Ouachita, LLC Dba Alli Management Sol PY 2023 · 401(k)
Specialty Management Services of Ouachita, LLC 401(k) Plan · $15M · 181 · 67th
- EBSA $15M
- EBSA 181
- EBSA 67th
- EBSA 401(k)
- EBSA near Claremont Savings Bank 401(k) Profit Sharing Plan & Trust
- EBSA ind #13532
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 Professional & Technical Services retirement plans → · Plans in Louisiana →
Specialty Management Services of Ouachita, LLC 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 721509232 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Specialty Management Services of Ouachita, LLC Dba Alli Management Sol)
Sponsor-wide plan assets over time
All Specialty Management Services of Ouachita, LLC Dba Alli Management Sol plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 36.41174896673321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $13M |
| 2023 | 1 | 181 | $15M |
| 2024 | 1 | 187 | $17M |
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
Specialty Management Services of Ouachita, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Claremont Savings Bank 401(k) Profit Sharing Plan & Trust in NH ($15M); by covered participants it is Pyromation, Inc. 401(k) Plan in IN (181 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (181 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.