Defined Benefit (Pension) · DOL Form 5500 · 2023

Adams and Reese LLP Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
127
Participants Small participant base
62nd
Percentile by assets National rank
$93,979
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adams and Reese LLP Group Pension Plan III · Sponsored by Adams and Reese LLP · Louisiana · Professional & Technical Services

$12M in assets, 127 participants

Adams and Reese LLP's Adams and Reese LLP Group Pension Plan III reported $12M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,500 in Professional & Technical Services (20,321 peers)

Coverage in Louisiana

Adams and Reese LLP Group Pension Plan III covers 127 participants in Louisiana, about 26% of the average Louisiana filer (state average ~495 per filing). Assets: $12M.

#12,500
in Professional & Technical Services (20,321 peers)
+100.5%
assets growth YoY

Adams and Reese LLP Group Pension Plan III's mid-pack asset rank among Professional & Technical Services and all filers

Adams and Reese LLP Group Pension Plan III vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$11,935,284 Top 38% higher than 62% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Adams and Reese LLP Group Pension Plan III 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. Adams and Reese LLP Group Pension Plan III sits mid-pack in the medium band (127 participants).

EBSA filing schedule strip

Filing strip 720424362 · Adams and Reese LLP PY 2023 · Defined Benefit (Pension)

Adams and Reese LLP Group Pension Plan III · $12M · 127 · 62nd

  • PCT $12M
  • EIN 127
  • RANK 62nd
  • PHOTO Defined Benefit (Pension)
  • IND near Oberg Industries, Inc. Defined Benefit Pension Plan
  • EOY ind #12500

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Adams and Reese LLP Group Pension Plan III in the asset neighbourhood

Retirement Plan for Employees of Beckley Water CompanyRetirement Plan for Employee…$12MAdams and Reese LLP Group Pension Plan IIIAdams and Reese LLP Group Pe…$12MLandis + Gyr Pension Plan$12MPontiac Bancorp, Inc. Pension PlanPontiac Bancorp, Inc. Pensio…$12MOberg Industries, Inc. Defined Benefit Pension PlanOberg Industries, Inc. Defin…$12M
End-of-year total assets ($M) among Adams and Reese LLP Group Pension Plan III and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$12M
Net Income$6M
Employer EIN720424362
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adams and Reese LLP)

Sponsor-wide plan assets over time

All Adams and Reese LLP plans reported in each filing year

Latest sponsor-wide plan assets
$279M 31.28137005666478% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $213M $279M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 480 $213M
2023 2 509 $243M
2024 2 527 $279M

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Adams and Reese LLP Group Pension Plan III vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Adams and Reese LLP Group Pension Plan III, Total assets ($B): 0.011935284 · Participants: 127Adams and Reese LLP Group Pension Plan IIILumen Combined Pension Plan, Total assets ($B): 4.759995521 · Participants: 10804Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.116494038 · Participants: 7501Entergy Corporation Retirement Plan for Non-Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 1.057613019 · Participants: 5919Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.903247068 · Participants: 2424Entergy Corporation Retirement Plan for Bargaining EmployeesEntergy Corporation Retirement Plan III, Total assets ($B): 0.81927327 · Participants: 63Entergy Corporation Retirement Plan III
Adams and Reese LLP Group Pension Plan III vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Adams and Reese LLP Group Pension Plan III side-by-side with 3 peers →

Adams and Reese LLP Group Pension Plan III's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Oberg Industries, Inc. Defined Benefit Pension Plan in PA ($12M); by covered participants it is St Louis Community Credit Union Cash Balance Retirement Pension Plan in MO (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Adams and Reese LLP Group Pension Plan III assets move in 2023? ▼
Adams and Reese LLP Group Pension Plan III surged - up 100.5% during 2023, from $6M to $12M. Reported net income was $6M.
How have Adams and Reese LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adams and Reese LLP's sponsor-wide assets grew 31.3%, from $213M to $279M.
Which Defined Benefit (Pension) plans are similar in size to Adams and Reese LLP Group Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oberg Industries, Inc. Defined Benefit Pension Plan in PA ($12M, 132 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Adams and Reese LLP Group Pension Plan III? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St Louis Community Credit Union Cash Balance Retirement Pension Plan in MO (127 participants, $17M in assets).

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 720424362.

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.