Other · DOL Form 5500 · 2023
Willis-Knighton Medical Center Retirement Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 6,985
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $16,956
- Avg per participant Low balance/head
Official DOL plan name: Willis-Knighton Health System 403(b) Plan · Sponsored by Willis-Knighton Medical Center · Louisiana · Healthcare & Social Assistance
$118M in assets, 6,985 participants
Willis-Knighton Medical Center's Willis-Knighton Health System 403(b) Plan reported $118M in total assets and 6,985 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,500 in Healthcare & Social Assistance (17,684 peers)
Coverage in Louisiana
Willis-Knighton Health System 403(b) Plan covers 6,985 participants in Louisiana, 14x the typical Louisiana plan (state average ~495 per filing). Assets: $118M.
- #16,500
- in Healthcare & Social Assistance (17,684 peers)
- +44.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Willis-Knighton Health System 403(b) Plan's outsized position by total assets
Willis-Knighton Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,438,055 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Willis-Knighton Health System 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Willis-Knighton Health System 403(b) Plan lands in the large band (6,985 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Willis-Knighton Health System 403(b) Plan reported net income rose from $20M in the plan year 2022 filing to $37M in the plan year 2023 filing.
- Willis-Knighton Health System 403(b) Plan end-of-year assets rose from $82M in the plan year 2022 filing to $118M in the plan year 2023 filing.
- Willis-Knighton Health System 403(b) Plan reported participants rose from 6,736 in the plan year 2022 filing to 6,985 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 720400933 · Willis-Knighton Medical Center PY 2023 · Other
Willis-Knighton Health System 403(b) Plan · $118M · 6,985 · 92nd
- VS-ST $118M
- VS-ST 6,985
- VS-ST 92nd
- VS-ST Other
- VS-ST near Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan
- VS-ST ind #16500
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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →
Willis-Knighton Health System 403(b) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $37M |
| Employer EIN | 720400933 |
| Plan Effective Date | 2020-07-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Willis-Knighton Medical Center)
Sponsor-wide plan assets over time
All Willis-Knighton Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.3B 46.87426744798978% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 12,412 | $917M |
| 2023 | 2 | 12,904 | $1.2B |
| 2024 | 2 | 13,651 | $1.3B |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $744M · 3,591
- Tulane University Tax Deferral 403(b) Retirement Plan $542M · 7,483
- Lhc Group 401(k) Plan $477M · 24,322
- Tulane University Staff 403(b) Retirement Plan $291M · 3,064
- Loyola University Retirement Plan $270M · 721
Scale composition for Willis-Knighton Health System 403(b) Plan
Willis-Knighton Health System 403(b) Plan reports $118M in end-of-year assets across 6,985 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $16,956 per participant (12% of the national average assets-per-participant) . Net income for plan year 2023 was $37M.
This plan identity (EIN 720400933, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $82M to $152M (+86.0%) while covered participants moved from 6,736 to 7,454 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,736 | $82M | Open filing |
| 2023 | 6,985 | $118M | This page |
| 2024 · index core | 7,454 | $152M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Willis-Knighton Medical Center Employees Retirement Plan (Defined Benefit (Pension), $1.2B, 6,197 participants)
- Willis-Knighton Health System 403(b) Plan (Other, $152M, 7,454 participants)
Willis-Knighton Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT ($118M); by covered participants it is Children's Retirement Income Benefit Plan in OH (6,988 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
Similar participant headcount
Nearest other-state filings by covered participants (6,985 participants); asset peers above are excluded.
- Children's Retirement Income Benefit Plan (OH) 6,988 · 3 off
- Brigham Young University Tax-Deferred Annuity Plan (UT) 7,029 · 44 off
- Guthrie 403(b) Retirement Savings Plan (PA) 7,032 · 47 off
- Vanderbilt University Retirement Plan (TN) 6,887 · 98 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.