401(k) · DOL Form 5500 · 2023

Isidore Newman School 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
273
Participants Below avg headcount
79th
Percentile by assets National rank
$108,886
Avg per participant Below avg balance/head
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Official DOL plan name: Isidore Newman School 401(k) Retirement Plan · Sponsored by Isidore Newman School · Louisiana · Educational Services

$30M in assets, 273 participants

Isidore Newman School's Isidore Newman School 401(k) Retirement Plan reported $30M in total assets and 273 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #2,391 in Educational Services (3,735 peers)

Where Isidore Newman School 401(k) Retirement Plan sits by assets

Isidore Newman School 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 273 participants (~$108,886/participant), up 20.5% in 2023.

#2,391
in Educational Services (3,735 peers)
+20.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Isidore Newman School 401(k) Retirement Plan's outsized position by total assets

Isidore Newman School 401(k) Retirement Plan vs every filed plan by assets

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

$29,725,815 Top 21% higher than 79% 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

Isidore Newman School 401(k) 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. Isidore Newman School 401(k) Retirement Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Isidore Newman School 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Isidore Newman School 401(k) Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Isidore Newman School 401(k) Retirement Plan reported participants fell from 277 in the plan year 2022 filing to 273 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720408935 · Isidore Newman School PY 2023 · 401(k)

Isidore Newman School 401(k) Retirement Plan · $30M · 273 · 79th

  • BOOK $30M
  • BOOK 273
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Microdental, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #2391

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 Educational Services retirement plans → · Plans in Louisiana →

Isidore Newman School 401(k) Retirement Plan in the asset neighbourhood

Isidore Newman School 401(k) Retirement PlanIsidore Newman School 401(k)…$30MMicrodental, Inc. 401(k) Profit Sharing PlanMicrodental, Inc. 401(k) Pro…$30MThe Michael J. Fox Foundation for Parkinson's Research 401(k) PlanThe Michael J. Fox Foundatio…$30MThe Lb3/Tc2 Retirement Savings PlanThe Lb3/Tc2 Retirement Savin…$30MArt's Rental Equipment, Inc. 401(k) Retirement Savings Plan & TrustArt's Rental Equipment, Inc.…$30M
End-of-year total assets ($M) among Isidore Newman School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN720408935
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isidore Newman School)

Sponsor-wide plan assets over time

All Isidore Newman School plans reported in each filing year

Latest sponsor-wide plan assets
$44M 29.378558959762973% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $44.4M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 357 $34M
2023 2 352 $40M
2024 2 342 $44M

Nearby 401(k) Plans in Louisiana

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

Isidore Newman School 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Isidore Newman School 401(k) Retirement Plan, Total assets ($B): 0.029725815 · Participants: 273Isidore Newman School 401(k) Retirement 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
Isidore Newman School 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Isidore Newman School 401(k) Retirement Plan side-by-side with 3 peers →

Isidore Newman School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Microdental, Inc. 401(k) Profit Sharing Plan in MI ($30M); by covered participants it is Rx Savings Solutions 401(k) Plan in KS (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Isidore Newman School 401(k) Retirement Plan assets move in 2023? ▼
Isidore Newman School 401(k) Retirement Plan grew sharply - up 20.5% during 2023, from $25M to $30M. Reported net income was $5M.
How have Isidore Newman School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isidore Newman School's sponsor-wide assets grew 29.4%, from $34M to $44M.
Where does Isidore Newman School 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Isidore Newman School 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Isidore Newman School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Microdental, Inc. 401(k) Profit Sharing Plan in MI ($30M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Isidore Newman School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rx Savings Solutions 401(k) Plan in KS (273 participants, N/A 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 720408935.

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.