Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Willis-Knighton Health System 403(b) Plan

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

Sponsored by Willis-Knighton Medical Center · Louisiana · Healthcare & Social Assistance

What the 2023 filing shows

Willis-Knighton Health System 403(b) Plan holds $118M for 6,985 participants — about $16,956 per participant, up 44.6% over the 2023 plan year.

$118M
total plan assets (2023 EOY)
6,985
covered participants
$16,956
avg assets per participant
+44.6%
assets growth YoY
Total Assets (2023)
$118M
Participants
6,985
State
Industry
Healthcare & Social Assistance

What the Filing Says About Willis-Knighton Health System 403(b) Plan

Willis-Knighton Health System 403(b) Plan is a Profit Sharing retirement plan sponsored by Willis-Knighton Medical Center, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $118M in total end-of-year assets and covers 6,985 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 720400933, and the plan has been effective since 2020-07-20. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $82M at the beginning of 2023 to $118M at year-end — a gain of 44.6%. Net assets (after liabilities) closed the year at $118M, with reported net income of $37M 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)$82M
Total Assets (End of Year)$118M
Net Assets (End of Year)$118M
Net Income$37M
Plan TypeProfit Sharing
Employer EIN720400933
Plan Effective Date2020-07-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Willis-Knighton Medical Center)

Year Plans Participants Total Assets
2022 2 12,412 $917M
2023 2 12,904 $1.2B
2024 1 7,454 $152M

Nearby Profit Sharing Plans in Louisiana

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Willis-Knighton Health System 403(b) Plan?
As of the 2023 Form 5500 filing, Willis-Knighton Health System 403(b) Plan holds $118M in total assets with 6,985 participants. It is sponsored by Willis-Knighton Medical Center.
What type of plan is Willis-Knighton Health System 403(b) Plan?
Willis-Knighton Health System 403(b) Plan is a Profit Sharing plan. It has been effective since 2020-07-20. The plan is filed with the U.S. Department of Labor under EIN 720400933.
Who sponsors the Willis-Knighton Health System 403(b) Plan?
Willis-Knighton Health System 403(b) Plan is sponsored by Willis-Knighton Medical Center, located in Louisiana. The sponsor's EIN is 720400933 and the plan operates in the Healthcare & Social Assistance industry.
How did Willis-Knighton Health System 403(b) Plan perform in 2023?
Willis-Knighton Health System 403(b) Plan grew by 44.6% during 2023, moving from $82M to $118M in total assets. Net income was $37M.
Where can I find official filings for Willis-Knighton Health System 403(b) Plan?
Official Form 5500 filings for Willis-Knighton Health System 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 720400933 or plan name at efast.dol.gov.
How does Willis-Knighton Health System 403(b) Plan compare to other plans?
You can compare Willis-Knighton Health System 403(b) Plan against other Profit Sharing 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 720400933.

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