401(k) · DOL Form 5500 · 2023
Lula-Westfield, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 150
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $103,313
- Avg per participant Below avg balance/head
Official DOL plan name: Lula-Westfield, L.L.C. Savings Plan · Sponsored by Lula-Westfield, L.L.C. · Louisiana · Manufacturing
$15M in assets, 150 participants
Lula-Westfield, L.L.C.'s Lula-Westfield, L.L.C. Savings Plan reported $15M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #10,564 in Manufacturing (18,722 peers)
Coverage in Louisiana
Lula-Westfield, L.L.C. Savings Plan covers 150 participants in Louisiana, about 30% of the average Louisiana filer (state average ~495 per filing). Assets: $15M.
- #10,564
- in Manufacturing (18,722 peers)
- +9.0%
- assets growth YoY
Lula-Westfield, L.L.C. Savings Plan's outsized position by total assets
Lula-Westfield, L.L.C. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,496,901 Top 32% higher than 68% 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
Lula-Westfield, L.L.C. Savings 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. Lula-Westfield, L.L.C. Savings Plan sits mid-pack in the medium band (150 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Lula-Westfield, L.L.C. Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Lula-Westfield, L.L.C. Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Lula-Westfield, L.L.C. Savings Plan reported participants fell from 156 in the plan year 2022 filing to 150 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 721353056 · Lula-Westfield, L.L.C. PY 2023 · 401(k)
Lula-Westfield, L.L.C. Savings Plan · $15M · 150 · 68th
- PHOTO $15M
- PHOTO 150
- PHOTO 68th
- PHOTO 401(k)
- PHOTO near Allcare Health 401(k) Plan
- PHOTO ind #10564
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 Manufacturing retirement plans → · Plans in Louisiana →
Lula-Westfield, L.L.C. Savings Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $1M |
| Employer EIN | 721353056 |
| Plan Effective Date | 1997-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lula-Westfield, L.L.C.)
Sponsor-wide plan assets over time
All Lula-Westfield, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 8.703094450313118% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 156 | $14M |
| 2023 | 1 | 150 | $15M |
| 2024 | 1 | 159 | $15M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Lula-Westfield, L.L.C. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Allcare Health 401(k) Plan in OR ($15M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Allcare Health 401(k) Plan (OR) $15M · 300
- American Constructors, LLC 401(k) Profit Sharing Plan (TX) $15M · 113
- Tela Bio, Inc. 401(k) Plan (PA) $15M · 163
- Frontenac Company 401(k) Plan (IL) $15M · 21
Similar participant headcount
Nearest other-state filings by covered participants (150 participants); asset peers above are excluded.
- San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust (CA) 150 · 0 off
- Controlscan Holdings, Inc. 401(k) Plan (KY) 150 · 0 off
- Infovista 401(k) Retirement Plan (MA) 150 · 0 off
- Jones Edmunds & Associates, Inc. 401(k) Plan (FL) 150 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.