Other · DOL Form 5500 · 2023

St. James Place of Baton Rouge Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
322
Participants Below avg headcount
38th
Percentile by assets National rank
$11,049
Avg per participant Low balance/head
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Official DOL plan name: St. James Place of Baton Rouge 403(b) Plan · Sponsored by St. James Place of Baton Rouge · Louisiana · Healthcare & Social Assistance

$4M in assets, 322 participants

St. James Place of Baton Rouge's St. James Place of Baton Rouge 403(b) Plan reported $4M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,110 in Healthcare & Social Assistance (17,684 peers)

St. James Place of Baton Rouge multi-year trail

St. James Place of Baton Rouge's plans moved +46.9% in assets from 2022 to 2024; this filing shows St. James Place of Baton Rouge 403(b) Plan at $4M / 322 participants.

#7,110
in Healthcare & Social Assistance (17,684 peers)
+24.0%
assets growth YoY

St. James Place of Baton Rouge 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

St. James Place of Baton Rouge 403(b) Plan vs every filed plan by assets

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

$3,557,910 38th percentile higher than 38% 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

St. James Place of Baton Rouge 403(b) 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. St. James Place of Baton Rouge 403(b) Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. James Place of Baton Rouge 403(b) Plan reported net income rose from -$569K in the plan year 2022 filing to $688K in the plan year 2023 filing.
  • St. James Place of Baton Rouge 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • St. James Place of Baton Rouge 403(b) Plan reported participants rose from 284 in the plan year 2022 filing to 322 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720887915 · St. James Place of Baton Rouge PY 2023 · Other

St. James Place of Baton Rouge 403(b) Plan · $4M · 322 · 38th

  • EIN $4M
  • EIN 322
  • EIN 38th
  • EIN Other
  • EIN near Retirement Plan of Granite State Independent Living
  • EIN ind #7110

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 →

St. James Place of Baton Rouge 403(b) Plan in the asset neighbourhood

Dream Charter School 403(b) PlanDream Charter School 403(b) …$4MSt. James Place of Baton Rouge 403(b) PlanSt. James Place of Baton Rou…$4MRetirement Plan of Granite State Independent LivingRetirement Plan of Granite S…$4MCommunity Action Agency 403(b) Retirement PlanCommunity Action Agency 403(…$4MRed River Science & Technology, LLC Retirement PlanRed River Science & Technolo…$4M
End-of-year total assets ($M) among St. James Place of Baton Rouge 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

St. James Place of Baton Rouge multi-year asset trail

Sponsor-wide plan assets over time

All St. James Place of Baton Rouge plans reported in each filing year

Latest sponsor-wide plan assets
$4M 46.94839393922501% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.87M $4.22M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 284 $3M
2023 1 322 $4M
2024 1 334 $4M

St. James Place of Baton Rouge filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$688K
Employer EIN720887915
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

St. James Place of Baton Rouge 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants St. James Place of Baton Rouge 403(b) Plan, Total assets ($M): 3.55791 · Participants: 322St. James Place of Baton Rouge 403(b) PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
St. James Place of Baton Rouge 403(b) Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare St. James Place of Baton Rouge 403(b) Plan side-by-side with 3 peers →

St. James Place of Baton Rouge 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Retirement Plan of Granite State Independent Living in NH ($4M); by covered participants it is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (322 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (322 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 St. James Place of Baton Rouge 403(b) Plan assets move in 2023? ▼
St. James Place of Baton Rouge 403(b) Plan grew sharply - up 24.0% during 2023, from $3M to $4M. Reported net income was $688K.
How have St. James Place of Baton Rouge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. James Place of Baton Rouge's sponsor-wide assets grew 46.9%, from $3M to $4M.
Which Other plans are similar in size to St. James Place of Baton Rouge 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Retirement Plan of Granite State Independent Living in NH ($4M, 968 participants).
Which Other plans cover a similar participant headcount to St. James Place of Baton Rouge 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Guide Dogs for the Blind, Inc. 403(b) Plan in CA (322 participants, $60M 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 720887915.

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.