401(k) · DOL Form 5500 · 2023

Alma Plantation, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
153
Participants Small participant base
53rd
Percentile by assets National rank
$51,138
Avg per participant Low balance/head
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Official DOL plan name: Alma Plantation Profit Sharing 401(k) Plan · Sponsored by Alma Plantation, LLC · Louisiana · Agriculture, Forestry & Fishing

$8M in assets, 153 participants

Alma Plantation, LLC's Alma Plantation Profit Sharing 401(k) Plan reported $8M in total assets and 153 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #738 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Louisiana

Alma Plantation Profit Sharing 401(k) Plan covers 153 participants in Louisiana, about 31% of the average Louisiana filer (state average ~495 per filing). Assets: $8M.

#738
in Agriculture, Forestry & Fishing (1,288 peers)
+12.6%
assets growth YoY

Alma Plantation Profit Sharing 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Alma Plantation Profit Sharing 401(k) Plan vs every filed plan by assets

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

$7,824,137 Top 47% higher than 53% 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

Alma Plantation Profit Sharing 401(k) 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. Alma Plantation Profit Sharing 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alma Plantation Profit Sharing 401(k) Plan reported net income rose from -$488K in the plan year 2022 filing to $874K in the plan year 2023 filing.
  • Alma Plantation Profit Sharing 401(k) Plan reported participants rose from 108 in the plan year 2022 filing to 153 in the plan year 2023 filing.
  • Alma Plantation Profit Sharing 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720116840 · Alma Plantation, LLC PY 2023 · 401(k)

Alma Plantation Profit Sharing 401(k) Plan · $8M · 153 · 53rd

  • RANK $8M
  • RANK 153
  • RANK 53rd
  • RANK 401(k)
  • RANK near Dolfintech 401(k) Plan
  • RANK ind #738

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Louisiana →

Alma Plantation Profit Sharing 401(k) Plan in the asset neighbourhood

Alma Plantation Profit Sharing 401(k) PlanAlma Plantation Profit Shari…$8MDolfintech 401(k) Plan$8MNortheastern Envelope Company, Employees' Profit Sharing TrustNortheastern Envelope Compan…$8MHarvey Alpert & Company, Inc. 401(k) Profit Sharing PlanHarvey Alpert & Company, Inc…$8MToledo Tool & Die Co., Inc. 401(k) Profit Sharing Plan & TrustToledo Tool & Die Co., Inc. …$8M
End-of-year total assets ($M) among Alma Plantation Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$874K
Employer EIN720116840
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alma Plantation, LLC)

Sponsor-wide plan assets over time

All Alma Plantation, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 12.582872651920546% vs 2022
2023 filing year
$6.5M$7M$7.5M$8M 20222023 $6.95M $7.82M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 108 $7M
2023 1 153 $8M

Nearby 401(k) Plans in Louisiana

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

Alma Plantation Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Alma Plantation Profit Sharing 401(k) Plan, Total assets ($B): 0.007824137 · Participants: 153Alma Plantation Profit Sharing 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
Alma Plantation Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Alma Plantation Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Dolfintech 401(k) Plan in TX ($8M); by covered participants it is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Alma Plantation Profit Sharing 401(k) Plan assets move in 2023?
Alma Plantation Profit Sharing 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $7M to $8M. Reported net income was $874K.
How have Alma Plantation, LLC plan assets changed over time?
Across 2 plan years on file (2022-2023), Alma Plantation, LLC's sponsor-wide assets grew 12.6%, from $7M to $8M.
Which 401(k) plans are similar in size to Alma Plantation Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dolfintech 401(k) Plan in TX ($8M, 674 participants).
Which 401(k) plans cover a similar participant headcount to Alma Plantation Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Enven Energy Ventures LLC 401(k) Profit Sharing Plan and Trust in TX (153 participants, N/A in assets).