401(k) · DOL Form 5500 · 2023

Phelps Dunbar, LLP 401(k) Plan

Data updated 2026-08-11

$259M
Total assets
614
Participants
96th
Percentile by assets
$421,650
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$259M
total plan assets (2023 EOY)
614
covered participants
96th
percentile by assets (of 127,072 plans)
$421,650
avg assets per participant

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 →

State
Louisiana
Industry
Professional & Technical Services

Phelps Dunbar, LLP Savings and Retirement Plan vs the 2023 asset distribution

By assets, Phelps Dunbar, LLP Savings and Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

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)

$220M$240M$260M$280M$300M$320M 202220232024 $229M $295M ▲ +29.0%
Total plan assets by year, all Phelps Dunbar, LLP plans on file
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

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 S…Lumen 401(k) Savings…Savings Plan of Ente…Ochsner Clinic Found…Louisiana Children's…Amedisys Holding, LL…
Phelps Dunbar, LLP Savings and Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Phelps Dunbar, LLP Savings and Retiremen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Phelps Dunbar, LLP Savings and Retirement Plan by total assets, not by location.

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).

Next read for Phelps Dunbar, LLP Savings and Retiremen…

Scale reading

Ways to act on Phelps Dunbar, LLP Savings and Retirement Plan's numbers.

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.