401(k) · DOL Form 5500 · 2023

Hannis T. Bourgeois, LLP 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
127
Participants Small participant base
81st
Percentile by assets National rank
$266,842
Avg per participant High balance/head
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Official DOL plan name: Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust · Sponsored by Hannis T. Bourgeois, LLP · Louisiana · Professional & Technical Services

$34M in assets, 127 participants

Hannis T. Bourgeois, LLP's Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported $34M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,570 in Professional & Technical Services (20,321 peers)

Coverage in Louisiana

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust covers 127 participants in Louisiana, about 26% of the average Louisiana filer (state average ~495 per filing). Assets: $34M.

#16,570
in Professional & Technical Services (20,321 peers)
+22.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust's outsized position by total assets

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs every filed plan by assets

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

$33,888,949 Top 19% higher than 81% 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

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust 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. Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust end-of-year assets rose from $28M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported participants rose from 117 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 720636725 · Hannis T. Bourgeois, LLP PY 2023 · 401(k)

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust · $34M · 127 · 81st

  • PCT $34M
  • EIN 127
  • RANK 81st
  • PHOTO 401(k)
  • IND near Willbrook Solutions, Inc. 401(k) Plan
  • EOY ind #16570

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 →

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust in the asset neighbourhood

Hannis T. Bourgeois, LLP Profit Sharing Plan & TrustHannis T. Bourgeois, LLP Pro…$34MWillbrook Solutions, Inc. 401(k) PlanWillbrook Solutions, Inc. 40…$34MNortheast Credit Union 401(k) Retirement Savings PlanNortheast Credit Union 401(k…$34MTennessee Cancer Specialists, PLLC 401(k) Retirement PlanTennessee Cancer Specialists…$34MYoung's Holdings, Inc. 401(k) PlanYoung's Holdings, Inc. 401(k…$34M
End-of-year total assets ($M) among Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$34M
Net Income$6M
Employer EIN720636725
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hannis T. Bourgeois, LLP)

Sponsor-wide plan assets over time

All Hannis T. Bourgeois, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$34M 22.09246718847432% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $27.6M $33.7M ▲ +22.1%
Year Plans Participants Total Assets
2022 1 117 $28M
2023 1 127 $34M
2024 1 145 $34M

Nearby 401(k) Plans in Louisiana

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

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust, Total assets ($B): 0.033888949 · Participants: 127Hannis T. Bourgeois, LLP Profit Sharing Plan & TrustLumen 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
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust side-by-side with 3 peers →

Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Willbrook Solutions, Inc. 401(k) Plan in AL ($34M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust assets move in 2023? ▼
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust grew sharply - up 22.9% during 2023, from $28M to $34M. Reported net income was $6M.
How have Hannis T. Bourgeois, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hannis T. Bourgeois, LLP's sponsor-wide assets grew 22.1%, from $28M to $34M.
Where does Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Willbrook Solutions, Inc. 401(k) Plan in AL ($34M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A 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 720636725.

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.