Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of the Noe Annuity Plan Profit Sharing Plan

Data updated 2026-08-11

$77M
Total assets
1,475
Participants
89th
Percentile by assets
$52,406
Avg per participant
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Official DOL plan name: New Orleans Electrical Annuity Plan · Sponsored by Board of Trustees of the Noe Annuity Plan · Tennessee · Construction

$77M in assets, 1,475 participants

Board of Trustees of the Noe Annuity Plan's New Orleans Electrical Annuity Plan reported $77M in total assets and 1,475 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 127,072 plans)
  • #7,898 in Construction (9,030 peers)

Where New Orleans Electrical Annuity Plan sits by assets

New Orleans Electrical Annuity Plan sits in the top quartile of all filed plans by assets, $77M for 1,475 participants (~$52,406/participant), up 17.6% in 2023.

$77M
total plan assets (2023 EOY)
1,475
covered participants
89th
percentile by assets (of 127,072 plans)
$52,406
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Orleans Electrical Annuity Plan reported net income rose from -$10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • New Orleans Electrical Annuity Plan end-of-year assets rose from $66M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • New Orleans Electrical Annuity Plan reported participants rose from 1,451 in the plan year 2022 filing to 1,475 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

New Orleans Electrical Annuity Plan vs the 2023 asset distribution

By assets, New Orleans Electrical Annuity Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$77M
Net Income$12M
Employer EIN721417592
Plan Effective Date1997-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Noe Annuity Plan)

$60M$70M$80M$90M$100M 202220232024 $65.8M $88.4M ▲ +34.4%
Total plan assets by year, all Board of Trustees of the Noe Annuity Plan plans on file
Year Plans Participants Total Assets
2022 1 1,451 $66M
2023 1 1,475 $77M
2024 1 1,393 $88M

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

New Orleans Electrical Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

New Orleans Electrical Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 0100200300400500 Total assets ($M) Participants New Orleans Electric…Ballad Health 401(a)…Shreveport Electrica…Ulps Employee Saving…Gerber/Taylor Capita…Ironworkers Local 80…
New Orleans Electrical Annuity Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to New Orleans Electrical Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did New Orleans Electrical Annuity Plan assets move in 2023?
New Orleans Electrical Annuity Plan grew sharply - up 17.6% during 2023, from $66M to $77M. Reported net income was $12M.
How have Board of Trustees of the Noe Annuity Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of the Noe Annuity Plan's sponsor-wide assets grew 34.4%, from $66M to $88M.
Where does New Orleans Electrical Annuity Plan rank by assets among Form 5500 filers?
New Orleans Electrical Annuity Plan ranks in the 89th 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 Profit Sharing plans are similar in size to New Orleans Electrical Annuity Plan?
Among Profit Sharing plans in other states, the closest by assets is Schiff Hardin LLP Professional Retirement Plan II in DC ($77M, 203 participants).

Next read for New Orleans Electrical Annuity Plan

Scale reading

Ways to act on New Orleans Electrical Annuity Plan's numbers.

  • By total assets, New Orleans Electrical Annuity Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Tennessee. Compare plans
  • Board of Trustees of the Noe Annuity Plan's sponsor-wide assets have grown 34.4% since 2022 across 3 plan years on file. More Construction plans