401(k) · DOL Form 5500 · 2023
Leblanc, Robertson, Chisholm and Assoc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $206,524
- Avg per participant Above avg balance/head
Official DOL plan name: Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan · Sponsored by Leblanc, Robertson, Chisholm and Assoc · Louisiana · Professional & Technical Services
$3M in assets, 15 participants
Leblanc, Robertson, Chisholm and Assoc's Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan reported $3M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #6,698 in Professional & Technical Services (20,321 peers)
Leblanc, Robertson, Chisholm and Assoc multi-year trail
Leblanc, Robertson, Chisholm and Assoc's plans moved +40.0% in assets from 2022 to 2024; this filing shows Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan at $3M / 15 participants.
- #6,698
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,097,860 36th percentile higher than 36% 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
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) 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. Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan reported net income rose from -$357K in the plan year 2022 filing to $524K in the plan year 2023 filing.
- Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 371573599 · Leblanc, Robertson, Chisholm and Assoc PY 2023 · 401(k)
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan · $3M · 15 · 36th
- ASSETS $3M
- ASSETS 15
- ASSETS 36th
- ASSETS 401(k)
- ASSETS near Summit Point Raceway Associates 401(k) Plan
- ASSETS ind #6698
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 →
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan in the asset neighbourhood
Leblanc, Robertson, Chisholm and Assoc multi-year asset trail
Sponsor-wide plan assets over time
All Leblanc, Robertson, Chisholm and Assoc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 39.950070570190825% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $3M |
| 2023 | 1 | 15 | $3M |
| 2024 | 1 | 15 | $4M |
Leblanc, Robertson, Chisholm and Assoc filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $524K |
| Employer EIN | 371573599 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
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
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Summit Point Raceway Associates 401(k) Plan in WV ($3M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.
- Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan (GA) 15 · 0 off
- Nittfan Inc. 401(k) Plan (PA) 15 · 0 off
- Rhc3, Inc. 401(k) Profit Sharing Plan (SC) 15 · 0 off
- Stevice Investments Inc. 401(k) Plan (AZ) 15 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.