401(k) · DOL Form 5500 · 2023

Concordia Bank & Trust 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
101
Participants Small participant base
54th
Percentile by assets National rank
$78,646
Avg per participant Below avg balance/head
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Official DOL plan name: Concordia Bank & Trust Company 401(k) Plan · Sponsored by Concordia Bank & Trust · Louisiana · Finance & Insurance

$8M in assets, 101 participants

Concordia Bank & Trust's Concordia Bank & Trust Company 401(k) Plan reported $8M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,432 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Concordia Bank & Trust Company 401(k) Plan covers 101 participants in Louisiana, about 20% of the average Louisiana filer (state average ~495 per filing). Assets: $8M.

#3,432
in Finance & Insurance (8,869 peers)
+13.6%
assets growth YoY

Concordia Bank & Trust Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Concordia Bank & Trust Company 401(k) Plan vs every filed plan by assets

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

$7,943,251 Top 46% higher than 54% 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

Concordia Bank & Trust Company 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. Concordia Bank & Trust Company 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Concordia Bank & Trust Company 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $948K in the plan year 2023 filing.
  • Concordia Bank & Trust Company 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Concordia Bank & Trust Company 401(k) Plan reported participants fell from 114 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720158690 · Concordia Bank & Trust PY 2023 · 401(k)

Concordia Bank & Trust Company 401(k) Plan · $8M · 101 · 54th

  • 5500 $8M
  • 5500 101
  • 5500 54th
  • 5500 401(k)
  • 5500 near Eutectic Corporation 401(k) Savings and Protection Plan
  • 5500 ind #3432

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 Finance & Insurance retirement plans → · Plans in Louisiana →

Concordia Bank & Trust Company 401(k) Plan in the asset neighbourhood

Concordia Bank & Trust Company 401(k) PlanConcordia Bank & Trust Compa…$8MEutectic Corporation 401(k) Savings and Protection PlanEutectic Corporation 401(k) …$8MMay Technology & Mfg, Inc. 401(k) PlanMay Technology & Mfg, Inc. 4…$8MIndustrial Electrical Company 401(k) and Profit Sharing PlanIndustrial Electrical Compan…$8MPrimary Financial Company LLC 401(k) and Profit Sharing PlanPrimary Financial Company LL…$8M
End-of-year total assets ($M) among Concordia Bank & Trust Company 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$948K
Employer EIN720158690
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concordia Bank & Trust)

Sponsor-wide plan assets over time

All Concordia Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.854742613289112% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.99M $8.8M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 114 $7M
2023 1 101 $8M
2024 1 113 $9M

Nearby 401(k) Plans in Louisiana

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

Concordia Bank & Trust Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Concordia Bank & Trust Company 401(k) Plan, Total assets ($B): 0.007943251 · Participants: 101Concordia Bank & Trust Company 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
Concordia Bank & Trust Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Concordia Bank & Trust Company 401(k) Plan side-by-side with 3 peers →

Concordia Bank & Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Eutectic Corporation 401(k) Savings and Protection Plan in WI ($8M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Concordia Bank & Trust Company 401(k) Plan assets move in 2023? ▼
Concordia Bank & Trust Company 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $7M to $8M. Reported net income was $948K.
How have Concordia Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concordia Bank & Trust's sponsor-wide assets grew 25.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Concordia Bank & Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eutectic Corporation 401(k) Savings and Protection Plan in WI ($8M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Concordia Bank & Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 720158690.

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.