Profit Sharing · DOL Form 5500 · 2023

Pelican Education Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
17
Participants Small participant base
29th
Percentile by assets National rank
$100,200
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pelican Education Services, Inc. Retirement Plan · Sponsored by Pelican Education Services, Inc. · Louisiana · Educational Services

$2M in assets, 17 participants

Pelican Education Services, Inc.'s Pelican Education Services, Inc. Retirement Plan reported $2M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #685 in Educational Services (3,735 peers)

Pelican Education Services, Inc. multi-year trail

Pelican Education Services, Inc.'s plans moved +42.9% in assets from 2022 to 2024; this filing shows Pelican Education Services, Inc. Retirement Plan at $2M / 17 participants.

#685
in Educational Services (3,735 peers)
+28.2%
assets growth YoY

Pelican Education Services, Inc. Retirement Plan among the smaller filed plans by assets

Pelican Education Services, Inc. Retirement Plan vs every filed plan by assets

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

$1,703,404 29th percentile higher than 29% 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

Pelican Education Services, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pelican Education Services, Inc. Retirement Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pelican Education Services, Inc. Retirement Plan reported net income rose from $193K in the plan year 2022 filing to $375K in the plan year 2023 filing.
  • Pelican Education Services, Inc. Retirement Plan reported participants rose from 10 in the plan year 2022 filing to 17 in the plan year 2023 filing.
  • Pelican Education Services, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 824660423 · Pelican Education Services, Inc. PY 2023 · Profit Sharing

Pelican Education Services, Inc. Retirement Plan · $2M · 17 · 29th

  • PCT $2M
  • EIN 17
  • RANK 29th
  • PHOTO Profit Sharing
  • IND near Elizabeth Merkler, D.M.D. Profit Sharing Plan
  • EOY ind #685

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 →

Pelican Education Services, Inc. Retirement Plan in the asset neighbourhood

Pelican Education Services, Inc. Retirement PlanPelican Education Services, …$2MElizabeth Merkler, D.M.D. Profit Sharing PlanElizabeth Merkler, D.M.D. Pr…$2MSmith Barney Keogh Plan for Nick C. KazarianSmith Barney Keogh Plan for …$2MKyzen Corporation Profit Sharing & Stock Bonus TrustKyzen Corporation Profit Sha…$2MRaymond Matta Pension Plan$2M
End-of-year total assets ($M) among Pelican Education Services, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pelican Education Services, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pelican Education Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.886661106410656% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.33M $1.9M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 10 $1M
2023 1 17 $2M
2024 1 18 $2M

Pelican Education Services, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$375K
Employer EIN824660423
Plan Effective Date2018-02-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Louisiana

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

Pelican Education Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Pelican Education Services, Inc. Retirement Plan, Total assets ($M): 1.703404 · Participants: 17Pelican Education Services, Inc. Retirement PlanTaylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing Plan, Total assets ($M): 48.357643 · Participants: 86Taylor, Porter, Brooks & Phillips, L.L.P. Profit Sharing PlanLake Charles Memorial Health System Retirement Plan, Total assets ($M): 46.043154 · Participants: 2003Lake Charles Memorial Health System Retirement PlanPlumbers & Steamfitters Local 141 Annuity Plan, Total assets ($M): 12.688955 · Participants: 699Plumbers & Steamfitters Local 141 Annuity PlanCollegiate Academies 403(b) Plan, Total assets ($M): 10.961148 · Participants: 529Collegiate Academies 403(b) PlanService Tool Co., LLC Retirement Plan, Total assets ($M): 10.159208 · Participants: 95Service Tool Co., LLC Retirement Plan
Pelican Education Services, Inc. Retirement Plan vs. nearby Profit Sharing plans in Louisiana, assets vs. participants

Pelican Education Services, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Louisiana, the nearest Profit Sharing by assets is Elizabeth Merkler, D.M.D. Profit Sharing Plan in NJ ($2M); by covered participants it is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Pelican Education Services, Inc. Retirement Plan assets move in 2023?
Pelican Education Services, Inc. Retirement Plan grew sharply - up 28.2% during 2023, from $1M to $2M. Reported net income was $375K.
How have Pelican Education Services, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pelican Education Services, Inc.'s sponsor-wide assets grew 42.9%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Pelican Education Services, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Elizabeth Merkler, D.M.D. Profit Sharing Plan in NJ ($2M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Pelican Education Services, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Aunt Charlottes Candies Inc Profit Sharing Plan in NJ (17 participants, $3M in assets).