401(k) · DOL Form 5500 · 2023
Kona Ice of La Delta, Inc. 401(k) Plan
Data updated 2026-08-25
- $18K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 2nd
- Percentile by assets National rank
- $17,746
- Avg per participant Low balance/head
Official DOL plan name: Kona Ice of La Delta 401(k) Trust · Sponsored by Kona Ice of La Delta, Inc. · Louisiana · Food Services & Accommodation
$18K in assets, 1 participants
Kona Ice of La Delta, Inc.'s Kona Ice of La Delta 401(k) Trust reported $18K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 2nd 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.
- #154 in Food Services & Accommodation (3,828 peers)
Kona Ice of La Delta, Inc. multi-year trail
Kona Ice of La Delta, Inc.'s plans moved -58.1% in assets from 2022 to 2024; this filing shows Kona Ice of La Delta 401(k) Trust at $18K / 1 participant.
- #154
- in Food Services & Accommodation (3,828 peers)
- -5.3%
- assets change YoY
The plan reported a net loss of $990 for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kona Ice of La Delta 401(k) Trust among the smaller filed plans by assets
Kona Ice of La Delta 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,746 2nd percentile higher than 2% 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
Kona Ice of La Delta 401(k) Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kona Ice of La Delta 401(k) Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kona Ice of La Delta 401(k) Trust reported net income rose from -$9K in the plan year 2022 filing to -$990 in the plan year 2023 filing.
- Kona Ice of La Delta 401(k) Trust end-of-year assets fell from $19K in the plan year 2022 filing to $18K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 463797481 · Kona Ice of La Delta, Inc. PY 2023 · 401(k)
Kona Ice of La Delta 401(k) Trust · $18K · 1 · 2nd
- RANK $18K
- RANK 1
- RANK 2nd
- RANK 401(k)
- RANK near C&c Auto and Marine, Inc. 401(k) Plan
- RANK ind #154
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 Food Services & Accommodation retirement plans → · Plans in Louisiana →
Kona Ice of La Delta 401(k) Trust in the asset neighbourhood
Kona Ice of La Delta, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Kona Ice of La Delta, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8K 58.123398804440654% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $19K |
| 2023 | 1 | 1 | $18K |
| 2024 | 1 | 1 | $8K |
Kona Ice of La Delta, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $19K |
|---|---|
| Net Assets (End of Year) | $18K |
| Net Income | -$990 |
| Employer EIN | 463797481 |
| Plan Effective Date | 2013-10-14 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Kona Ice of La Delta 401(k) Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is C&c Auto and Marine, Inc. 401(k) Plan in HI ($18K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18K here).
- C&c Auto and Marine, Inc. 401(k) Plan (HI) $18K · 4
- H&h Diversifications Inc. 401(k) Plan (CA) $18K · 1
- L&l Nutrabowl, Inc. Retirement Plan (GA) $18K · 2
- Club Exploria, LLC 401(k) Plan (FL) $18K · 583
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.