Other · DOL Form 5500 · 2023

Liberty Bank & Trust Company Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
136
Participants Small participant base
26th
Percentile by assets National rank
$9,879
Avg per participant Low balance/head
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Official DOL plan name: Liberty Bank & Trust 2022 Employee Stock Ownership Plan · Sponsored by Liberty Bank & Trust Company · Louisiana · Finance & Insurance

$1M in assets, 136 participants

Liberty Bank & Trust Company's Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported $1M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,538 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Liberty Bank & Trust 2022 Employee Stock Ownership Plan covers 136 participants in Louisiana, about 27% of the average Louisiana filer (state average ~495 per filing). Assets: $1M.

#1,538
in Finance & Insurance (8,869 peers)
+122.9%
assets growth YoY

Liberty Bank & Trust 2022 Employee Stock Ownership Plan among the smaller filed plans by assets

Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs every filed plan by assets

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

$1,343,582 26th percentile higher than 26% 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

Liberty Bank & Trust 2022 Employee Stock Ownership 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. Liberty Bank & Trust 2022 Employee Stock Ownership Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty Bank & Trust 2022 Employee Stock Ownership Plan end-of-year assets rose from $603K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported net income rose from $303K in the plan year 2022 filing to $512K in the plan year 2023 filing.
  • Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported participants rose from 119 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720719924 · Liberty Bank & Trust Company PY 2023 · Other

Liberty Bank & Trust 2022 Employee Stock Ownership Plan · $1M · 136 · 26th

  • PHOTO $1M
  • PHOTO 136
  • PHOTO 26th
  • PHOTO Other
  • PHOTO near David T Omalley Profit Sharing Plan
  • PHOTO ind #1538

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 →

Liberty Bank & Trust 2022 Employee Stock Ownership Plan in the asset neighbourhood

Growing Up New Mexico, Inc. 403(b)(7) PlanGrowing Up New Mexico, Inc. …$1MShalini Gupta Md PC Profit Sharing Pension PlanShalini Gupta Md PC Profit S…$1MLiberty Bank & Trust 2022 Employee Stock Ownership PlanLiberty Bank & Trust 2022 Em…$1MDavid T Omalley Profit Sharing PlanDavid T Omalley Profit Shari…$1MPlymouth Preschool Retirement PlanPlymouth Preschool Retiremen…$1M
End-of-year total assets ($M) among Liberty Bank & Trust 2022 Employee Stock Ownership Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$603K
Net Assets (End of Year)$815K
Net Income$512K
Employer EIN720719924
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Bank & Trust Company)

Sponsor-wide plan assets over time

All Liberty Bank & Trust Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.466701768377746% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.75M $10.7M ▲ +37.4%
Year Plans Participants Total Assets
2022 2 154 $8M
2023 2 167 $9M
2024 2 174 $11M

Nearby Other Plans in Louisiana

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

Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -2000200400600800 Total assets ($M) Participants Liberty Bank & Trust 2022 Employee Stock Ownership Plan, Total assets ($M): 1.343582 · Participants: 136Liberty Bank & Trust 2022 Employee Stock Ownership PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 744.093686 · Participants: 3591Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 541.718024 · Participants: 7483Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 477.060323 · Participants: 24322Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 291.399935 · Participants: 3064Tulane University Staff 403(b) Retirement PlanLoyola University Retirement Plan, Total assets ($M): 270.024566 · Participants: 721Loyola University Retirement Plan
Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Liberty Bank & Trust 2022 Employee Stock Ownership Plan side-by-side with 3 peers →

Liberty Bank & Trust 2022 Employee Stock Ownership Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is David T Omalley Profit Sharing Plan in CA ($1M); by covered participants it is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Liberty Bank & Trust 2022 Employee Stock Ownership Plan assets move in 2023? ▼
Liberty Bank & Trust 2022 Employee Stock Ownership Plan surged - up 122.9% during 2023, from $603K to $1M. Reported net income was $512K.
How have Liberty Bank & Trust Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty Bank & Trust Company's sponsor-wide assets grew 37.5%, from $8M to $11M.
Which Other plans are similar in size to Liberty Bank & Trust 2022 Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by assets is David T Omalley Profit Sharing Plan in CA ($1M, 1 participant).
Which Other plans cover a similar participant headcount to Liberty Bank & Trust 2022 Employee Stock Ownership Plan? ▼
Among Other plans in other states, the closest by covered participants is The Corporate Source, Inc. Pr 401(k) Plan in NY (136 participants, $2M 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 720719924.

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.