LOYOLA UNIVERSITY RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
LOYOLA UNIVERSITY NEW ORLEANS
This Profit Sharing plan holds $270M in total assets and serves 721 participants as of 2023. It is sponsored by LOYOLA UNIVERSITY NEW ORLEANS in Louisiana. The plan reported positive net income of $13M for the year.
What the Filing Says About LOYOLA UNIVERSITY RETIREMENT PLAN
LOYOLA UNIVERSITY RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by LOYOLA UNIVERSITY NEW ORLEANS, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $270M in total end-of-year assets and covers 721 participants across the Educational Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 720408946, and the plan has been effective since 1969-03-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $189M at the beginning of 2023 to $270M at year-end — a gain of 43.2%. Net assets (after liabilities) closed the year at $270M, with reported net income of $13M 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) | $189M |
| Total Assets (End of Year) | $270M |
| Net Assets (End of Year) | $270M |
| Net Income | $13M |
| Plan Type | Profit Sharing |
| Employer EIN | 720408946 |
| Plan Effective Date | 1969-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (LOYOLA UNIVERSITY NEW ORLEANS)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 964 | $258M |
| 2023 | 2 | 1,011 | $270M |
| 2024 | 1 | 1,161 | $282M |
Nearby Profit Sharing Plans in Louisiana
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- THE LAITRAM EMPLOYEES' INCENTIVE SAVINGS PLAN $516M · 2,653
- LHC GROUP 401(K) PLAN $477M · 24,322
- WOMAN'S HOSPITAL FOUNDATION 403(B) RETIREMENT SAVINGS PLAN $186M · 1,723
- OCHSNER CLINIC FOUNDATION 403(B) PLAN $171M · 32,372
- WOMAN'S HOSPITAL FOUNDATION EMPLOYER CONTRIBUTION PLAN $137M · 1,723
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Frequently Asked Questions
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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 720408946.
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.
Read our methodology — how this data is sourced, computed, and verified.