401(k)
2022 plan-year 401(k) DOL Form 5500

CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN

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

CRESCENT BANK & TRUST

This 401(k) plan holds $17M in total assets and serves 322 participants as of 2022. It is sponsored by CRESCENT BANK & TRUST in Louisiana. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$17M
Participants
322
State
Industry
Finance & Insurance

What the Filing Says About CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN

CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by CRESCENT BANK & TRUST, headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 322 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 721195686, and the plan has been effective since 1992-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2022 to $17M at year-end — a decline of 18.2%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-3,809,424 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)$21M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-3,809,424
Plan Type401(k)
Employer EIN721195686
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (CRESCENT BANK & TRUST)

Year Plans Participants Total Assets
2022 1 322 $17M
2023 1 415 $21M
2024 1 301 $23M

Nearby 401(k) Plans in Louisiana

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

Frequently Asked Questions

How much money is in the CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN holds $17M in total assets with 322 participants. It is sponsored by CRESCENT BANK & TRUST.
What type of plan is CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN?
CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 1992-01-01. The plan is filed with the U.S. Department of Labor under EIN 721195686.
Who sponsors the CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN?
CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN is sponsored by CRESCENT BANK & TRUST, located in Louisiana. The sponsor's EIN is 721195686 and the plan operates in the Finance & Insurance industry.
How did CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN perform in 2022?
CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN declined by 18.2% during 2022, moving from $21M to $17M in total assets. Net income was $-3,809,424.
Where can I find official filings for CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 721195686 or plan name at efast.dol.gov.
How does CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN compare to other plans?
You can compare CRESCENT BANK & TRUST RETIREMENT SAVINGS PLAN against other 401(k) 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 721195686.

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.