Other · DOL Form 5500 · 2023
The Louise S. Mcgehee School Retirement Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $91,543
- Avg per participant Below avg balance/head
Official DOL plan name: The Louise S. Mcgehee School 403(b) Tda Plan · Sponsored by The Louise S. Mcgehee School · Louisiana · Educational Services
$17M in assets, 186 participants
The Louise S. Mcgehee School's The Louise S. Mcgehee School 403(b) Tda Plan reported $17M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #1,952 in Educational Services (3,735 peers)
Coverage in Louisiana
The Louise S. Mcgehee School 403(b) Tda Plan covers 186 participants in Louisiana, about 38% of the average Louisiana filer (state average ~495 per filing). Assets: $17M.
- #1,952
- in Educational Services (3,735 peers)
- +16.4%
- assets growth YoY
The Louise S. Mcgehee School 403(b) Tda Plan's outsized position by total assets
The Louise S. Mcgehee School 403(b) Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,027,061 Top 30% higher than 70% 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
The Louise S. Mcgehee School 403(b) Tda 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. The Louise S. Mcgehee School 403(b) Tda Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Louise S. Mcgehee School 403(b) Tda Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Louise S. Mcgehee School 403(b) Tda Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Louise S. Mcgehee School 403(b) Tda Plan reported participants fell from 199 in the plan year 2022 filing to 186 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 720408943 · The Louise S. Mcgehee School PY 2023 · Other
The Louise S. Mcgehee School 403(b) Tda Plan · $17M · 186 · 70th
- NET $17M
- BOOK 186
- VS-ST 70th
- BOY Other
- SCH near Sparrow Health System Associate Retirement Plan for 403(b) Transfers
- EBSA ind #1952
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 →
The Louise S. Mcgehee School 403(b) Tda Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 720408943 |
| Plan Effective Date | 1977-08-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Louise S. Mcgehee School)
Sponsor-wide plan assets over time
All The Louise S. Mcgehee School plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 26.941370425134743% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $15M |
| 2023 | 1 | 186 | $17M |
| 2024 | 1 | 299 | $19M |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $744M · 3,591
- Tulane University Tax Deferral 403(b) Retirement Plan $542M · 7,483
- Lhc Group 401(k) Plan $477M · 24,322
- Tulane University Staff 403(b) Retirement Plan $291M · 3,064
- Loyola University Retirement Plan $270M · 721
The Louise S. Mcgehee School 403(b) Tda Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Sparrow Health System Associate Retirement Plan for 403(b) Transfers in MI ($17M); by covered participants it is Iha 401(k) and Retirement Savings Plan in IL (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Iha 401(k) and Retirement Savings Plan (IL) 186 · 0 off
- Braille Institute of America Inc Tax Sheltered 403(b) Savings Plan (CA) 186 · 0 off
- Clarke University Retirement Plan (IA) 186 · 0 off
- The Conservation Fund Retirement Savings Plan (VA) 186 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.