401(k) · DOL Form 5500 · 2023

Southwest Louisiana Area Health Education Center Foundation 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 95
Participants Small participant base: 30th
Percentile by assets National rank: $20,122
Avg per participant Low balance/head

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Official DOL plan name: Southwest Louisiana Area Health Education Center 401(k) Plan · Sponsored by Southwest Louisiana Area Health Education Center Foundation · Louisiana · Educational Services

$2M in assets, 95 participants

Southwest Louisiana Area Health Education Center Foundation's Southwest Louisiana Area Health Education Center 401(k) Plan reported $2M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#717 in Educational Services (3,735 peers)

Southwest Louisiana Area Health Education Center Foundation multi-year trail

Southwest Louisiana Area Health Education Center Foundation's plans moved +12.2% in assets from 2022 to 2024; this filing shows Southwest Louisiana Area Health Education Center 401(k) Plan at $2M / 95 participants.

#717
in Educational Services (3,735 peers): +12.5%
assets growth YoY

Southwest Louisiana Area Health Education Center 401(k) Plan among the smaller filed plans by assets

Southwest Louisiana Area Health Education Center 401(k) Plan vs every filed plan by assets

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

$1,911,566 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Southwest Louisiana Area Health Education Center 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southwest Louisiana Area Health Education Center 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Southwest Louisiana Area Health Education Center 401(k) Plan reported net income rose from -$3K in the plan year 2022 filing to $212K in the plan year 2023 filing.
Southwest Louisiana Area Health Education Center 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Southwest Louisiana Area Health Education Center 401(k) Plan reported participants fell from 100 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 721191867 · Southwest Louisiana Area Health Education Center Foundation PY 2023 · 401(k)

Southwest Louisiana Area Health Education Center 401(k) Plan · $2M · 95 · 30th

VS-ST $2M
VS-ST 95
VS-ST 30th
VS-ST 401(k)
VS-ST near Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust
VS-ST ind #717

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 Educational Services retirement plans → · Plans in Louisiana →

End-of-year total assets ($M) among Southwest Louisiana Area Health Education Center 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Southwest Louisiana Area Health Education Center Foundation multi-year asset trail

Latest sponsor-wide plan assets: $2M 12.207095080956451% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	100	$2M
2023	1	95	$2M
2024	1	93	$2M

Southwest Louisiana Area Health Education Center Foundation filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$212K
Employer EIN	721191867
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Southwest Louisiana Area Health Education Center 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.1B · 24,522
Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare Southwest Louisiana Area Health Education Center 401(k) Plan side-by-side with 3 peers →

Southwest Louisiana Area Health Education Center 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust in MI ($2M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust (MI) $2M · 52
Ave Maria Home Retirement Plan (TN) $2M · 227
Easy Living Inc. 401(k) Plan (MO) $2M · 408
Extreme Scale Solutions 401(k) Profit Sharing Plan & Trust (DE) $2M · 9

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

Southern Gear and Machine, Inc. Employee Stock Ownership Plan (FL) 95 · 0 off
Inlanta Mortgage, Inc. 401(k) Plan (WI) 95 · 0 off
Alliance Commercial Cleaning I 401(k) Profit Sharing Plan & Trust (NJ) 95 · 0 off
Wicks Fidelity Plan (CA) 95 · 0 off

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 Southwest Louisiana Area Health Education Center 401(k) Plan assets move in 2023? ▼

Southwest Louisiana Area Health Education Center 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $2M to $2M. Reported net income was $212K.

How have Southwest Louisiana Area Health Education Center Foundation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Southwest Louisiana Area Health Education Center Foundation's sponsor-wide assets grew 12.2%, from $2M to $2M.

Which 401(k) plans are similar in size to Southwest Louisiana Area Health Education Center 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Bluerock Capital Markets 401(k) Profit Sharing Plan & Trust in MI ($2M, 52 participants).

Which 401(k) plans cover a similar participant headcount to Southwest Louisiana Area Health Education Center 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 721191867.