401(k) · DOL Form 5500 · 2023

Phelps Dunbar, LLP 401(k) Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
614
Participants Below avg headcount
96th
Percentile by assets National rank
$421,650
Avg per participant High balance/head
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Official DOL plan name: Phelps Dunbar, LLP Savings and Retirement Plan · Sponsored by Phelps Dunbar, LLP · Louisiana · Professional & Technical Services

$259M in assets, 614 participants

Phelps Dunbar, LLP's Phelps Dunbar, LLP Savings and Retirement Plan reported $259M in total assets and 614 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,678 in Professional & Technical Services (20,321 peers)

Where Phelps Dunbar, LLP Savings and Retirement Plan sits by assets

Phelps Dunbar, LLP Savings and Retirement Plan sits in the top 5% of all filed plans by assets, $259M for 614 participants (~$421,650/participant), up 13.2% in 2023.

#19,678
in Professional & Technical Services (20,321 peers)
+13.2%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Phelps Dunbar, LLP Savings and Retirement Plan's outsized position by total assets

Phelps Dunbar, LLP Savings and Retirement Plan vs every filed plan by assets

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

$258,893,190 Top 4% higher than 96% 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

Phelps Dunbar, LLP Savings and Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phelps Dunbar, LLP Savings and Retirement Plan sits mid-pack in the medium band (614 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Phelps Dunbar, LLP Savings and Retirement Plan reported net income rose from -$51M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Phelps Dunbar, LLP Savings and Retirement Plan end-of-year assets rose from $229M in the plan year 2022 filing to $259M in the plan year 2023 filing.
  • Phelps Dunbar, LLP Savings and Retirement Plan reported participants rose from 574 in the plan year 2022 filing to 614 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720358621 · Phelps Dunbar, LLP PY 2023 · 401(k)

Phelps Dunbar, LLP Savings and Retirement Plan · $259M · 614 · 96th

  • TYPE $259M
  • NET 614
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near Pipefitters Local No 636 Defined Contribution Retirement Trust and Plan
  • SCH ind #19678

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Phelps Dunbar, LLP Savings and Retirement Plan in the asset neighbourhood

Texas Capital 401(k) Plan$259MProcore Technologies Retirement PlanProcore Technologies Retirem…$259MPipefitters Local No 636 Defined Contribution Retirement Trust and PlanPipefitters Local No 636 Def…$259MPhelps Dunbar, LLP Savings and Retirement PlanPhelps Dunbar, LLP Savings a…$259MBrightsphere Inc. Profit Sharing & 401(k) PlanBrightsphere Inc. Profit Sha…$259M
End-of-year total assets ($M) among Phelps Dunbar, LLP Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$229M
Net Assets (End of Year)$259M
Net Income$30M
Employer EIN720358621
Plan Effective Date1981-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Phelps Dunbar, LLP)

Sponsor-wide plan assets over time

All Phelps Dunbar, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$295M 28.95310897154958% vs 2022
2024 filing year
$220M$240M$260M$280M$300M$320M 202220232024 $229M $295M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 574 $229M
2023 1 614 $259M
2024 1 634 $295M

Nearby 401(k) Plans in Louisiana

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

Phelps Dunbar, LLP Savings and Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Phelps Dunbar, LLP Savings and Retirement Plan, Total assets ($B): 0.25889319 · Participants: 614Phelps Dunbar, LLP Savings and Retirement PlanLumen 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
Phelps Dunbar, LLP Savings and Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Phelps Dunbar, LLP Savings and Retirement Plan side-by-side with 3 peers →

Phelps Dunbar, LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Pipefitters Local No 636 Defined Contribution Retirement Trust and Plan in MI ($259M); by covered participants it is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($259M here).

Similar participant headcount

Nearest other-state filings by covered participants (614 participants); 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 Phelps Dunbar, LLP Savings and Retirement Plan assets move in 2023? ▼
Phelps Dunbar, LLP Savings and Retirement Plan grew at a solid clip - up 13.2% during 2023, from $229M to $259M. Reported net income was $30M.
How have Phelps Dunbar, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Phelps Dunbar, LLP's sponsor-wide assets grew 29.0%, from $229M to $295M.
Where does Phelps Dunbar, LLP Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Phelps Dunbar, LLP Savings and Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Phelps Dunbar, LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pipefitters Local No 636 Defined Contribution Retirement Trust and Plan in MI ($259M, 1,547 participants).
Which 401(k) plans cover a similar participant headcount to Phelps Dunbar, LLP Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants, $122M 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 720358621.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.