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
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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

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

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.

See the national 2022→2023 release diff →

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 401(k) TrustKona Ice of La Delta 401(k) …$18KC&c Auto and Marine, Inc. 401(k) PlanC&c Auto and Marine, Inc. 40…$18KH&h Diversifications Inc. 401(k) PlanH&h Diversifications Inc. 40…$18KL&l Nutrabowl, Inc. Retirement PlanL&l Nutrabowl, Inc. Retireme…$18KClub Exploria, LLC 401(k) PlanClub Exploria, LLC 401(k) Pl…$18K
End-of-year total assets ($M) among Kona Ice of La Delta 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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
$0.01M$0.01M$0.02M$0.02M$0.03M 202220232024 $0.02M $0.01M ▼ -50.0%
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 EIN463797481
Plan Effective Date2013-10-14
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Kona Ice of La Delta 401(k) Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Kona Ice of La Delta 401(k) Trust, Total assets ($B): 0.000017746 · Participants: 1Kona Ice of La Delta 401(k) TrustLumen 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
Kona Ice of La Delta 401(k) Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Kona Ice of La Delta 401(k) Trust assets move in 2023?
Kona Ice of La Delta 401(k) Trust pulled back noticeably - down 5.3% during 2023, from $19K to $18K. Reported net income was -$990.
How have Kona Ice of La Delta, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kona Ice of La Delta, Inc.'s sponsor-wide assets declined 58.1%, from $19K to $8K.
Where does Kona Ice of La Delta 401(k) Trust rank by assets among Form 5500 filers?
Kona Ice of La Delta 401(k) Trust ranks in the 2nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Kona Ice of La Delta 401(k) Trust?
Among 401(k) plans in other states, the closest by assets is C&c Auto and Marine, Inc. 401(k) Plan in HI ($18K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Kona Ice of La Delta 401(k) Trust?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).