401(k) · DOL Form 5500 · 2023

Lsu Foundation 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
87
Participants Small participant base
62nd
Percentile by assets National rank
$133,630
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lsu Foundation 401(k) Plan · Sponsored by Lsu Foundation · Louisiana · Other Services

$12M in assets, 87 participants

Lsu Foundation's Lsu Foundation 401(k) Plan reported $12M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,157 in Other Services (7,857 peers)

Lsu Foundation multi-year trail

Lsu Foundation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Lsu Foundation 401(k) Plan at $12M / 87 participants.

#6,157
in Other Services (7,857 peers)
+24.2%
assets growth YoY

Lsu Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers

Lsu Foundation 401(k) Plan vs every filed plan by assets

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

$11,625,833 Top 38% higher than 62% 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

Lsu Foundation 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. Lsu Foundation 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lsu Foundation 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Lsu Foundation 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Lsu Foundation 401(k) Plan reported participants rose from 82 in the plan year 2022 filing to 87 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 726020969 · Lsu Foundation PY 2023 · 401(k)

Lsu Foundation 401(k) Plan · $12M · 87 · 62nd

  • PHOTO $12M
  • PHOTO 87
  • PHOTO 62nd
  • PHOTO 401(k)
  • PHOTO near San Diego Tourism Authority 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #6157

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 Other Services retirement plans → · Plans in Louisiana →

Lsu Foundation 401(k) Plan in the asset neighbourhood

Lsu Foundation 401(k) Plan$12MSan Diego Tourism Authority 401(k) Profit Sharing Plan & TrustSan Diego Tourism Authority …$12MShippo 401(k)Plan$12MEverest Clinical Research Corporation 401(k) PlanEverest Clinical Research Co…$12MDesign Partners, Incorporated Profit Sharing PlanDesign Partners, Incorporate…$12M
End-of-year total assets ($M) among Lsu Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Lsu Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Lsu Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 43.978048411973% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.36M $13.5M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 82 $9M
2023 1 87 $12M
2024 1 99 $13M

Lsu Foundation filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN726020969
Plan Effective Date2002-09-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Lsu Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lsu Foundation 401(k) Plan, Total assets ($B): 0.011625833 · Participants: 87Lsu Foundation 401(k) 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
Lsu Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lsu Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is San Diego Tourism Authority 401(k) Profit Sharing Plan & Trust in CA ($12M); by covered participants it is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Lsu Foundation 401(k) Plan assets move in 2023?
Lsu Foundation 401(k) Plan grew sharply - up 24.2% during 2023, from $9M to $12M. Reported net income was $2M.
How have Lsu Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), Lsu Foundation's sponsor-wide assets grew 44.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Lsu Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is San Diego Tourism Authority 401(k) Profit Sharing Plan & Trust in CA ($12M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Lsu Foundation 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Landrum & Brown 401(k) and Profit Sharing Plan in OH (87 participants, N/A in assets).