Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

XAVIER UNIVERSITY OF LOUISIANA

This Profit Sharing plan holds $129M in total assets and serves 564 participants as of 2023. It is sponsored by XAVIER UNIVERSITY OF LOUISIANA in Louisiana. The plan reported positive net income of $15M for the year.

Total Assets (2023)
$129M
Participants
564
State
Industry
Educational Services

What the Filing Says About XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN

XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by XAVIER UNIVERSITY OF LOUISIANA, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $129M in total end-of-year assets and covers 564 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 720635884, and the plan has been effective since 1947-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $114M at the beginning of 2023 to $129M at year-end — a gain of 13.3%. Net assets (after liabilities) closed the year at $128M, with reported net income of $15M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$114M
Total Assets (End of Year)$129M
Net Assets (End of Year)$128M
Net Income$15M
Plan TypeProfit Sharing
Employer EIN720635884
Plan Effective Date1947-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (XAVIER UNIVERSITY OF LOUISIANA)

Year Plans Participants Total Assets
2022 1 572 $114M
2023 1 564 $129M
2024 1 571 $141M

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Frequently Asked Questions

How much money is in the XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN?
As of the 2023 Form 5500 filing, XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN holds $129M in total assets with 564 participants. It is sponsored by XAVIER UNIVERSITY OF LOUISIANA.
What type of plan is XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN?
XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN is a Profit Sharing plan. It has been effective since 1947-11-01. The plan is filed with the U.S. Department of Labor under EIN 720635884.
Who sponsors the XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN?
XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN is sponsored by XAVIER UNIVERSITY OF LOUISIANA, located in Louisiana. The sponsor's EIN is 720635884 and the plan operates in the Educational Services industry.
How did XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN perform in 2023?
XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN grew by 13.3% during 2023, moving from $114M to $129M in total assets. Net income was $15M.
Where can I find official filings for XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN?
Official Form 5500 filings for XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 720635884 or plan name at efast.dol.gov.
How does XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN compare to other plans?
You can compare XAVIER UNIVERSITY OF LOUISIANA DEFINED CONTRIBUTION RETIREMENT PLAN against other Profit Sharing plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 720635884.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.