Profit Sharing · DOL Form 5500 · 2023

Bank of Lafayette Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
46
Participants Small participant base
44th
Percentile by assets National rank
$109,516
Avg per participant Below avg balance/head
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Official DOL plan name: Bank of Lafayette Profit-Sharing Trust · Sponsored by Bank of Lafayette · Georgia · Finance & Insurance

$5M in assets, 46 participants

Bank of Lafayette's Bank of Lafayette Profit-Sharing Trust reported $5M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,803 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Bank of Lafayette Profit-Sharing Trust holds $5M for 46 participants - about $109,516 per participant, in the lower half of filed plans by assets.

#2,803
in Finance & Insurance (8,869 peers)
+2.0%
assets growth YoY

Bank of Lafayette Profit-Sharing Trust's mid-pack asset rank among Finance & Insurance and all filers

Bank of Lafayette Profit-Sharing Trust vs every filed plan by assets

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

$5,037,738 44th percentile higher than 44% 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

Bank of Lafayette Profit-Sharing Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bank of Lafayette Profit-Sharing Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank of Lafayette Profit-Sharing Trust reported net income fell from $105K in the plan year 2022 filing to $98K in the plan year 2023 filing.
  • Bank of Lafayette Profit-Sharing Trust reported participants rose from 45 in the plan year 2022 filing to 46 in the plan year 2023 filing.
  • Bank of Lafayette Profit-Sharing Trust end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 580152920 · Bank of Lafayette PY 2023 · Profit Sharing

Bank of Lafayette Profit-Sharing Trust · $5M · 46 · 44th

  • RANK $5M
  • RANK 46
  • RANK 44th
  • RANK Profit Sharing
  • RANK near C. Bernaschina & L. Rivera Profit Sharing Retirement Plan
  • RANK ind #2803

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 Finance & Insurance retirement plans → · Plans in Georgia →

Bank of Lafayette Profit-Sharing Trust in the asset neighbourhood

Bank of Lafayette Profit-Sharing TrustBank of Lafayette Profit-Sha…$5MC. Bernaschina & L. Rivera Profit Sharing Retirement PlanC. Bernaschina & L. Rivera P…$5MJoseph C.Lin, M.D. L.L.C. Profit Sharing PlanJoseph C.Lin, M.D. L.L.C. Pr…$5MMilestone Retirement Communities 401(k) PlanMilestone Retirement Communi…$5MHalvoron Productions K Plan$5M
End-of-year total assets ($M) among Bank of Lafayette Profit-Sharing Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$98K
Employer EIN580152920
Plan Effective Date1960-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank of Lafayette)

Sponsor-wide plan assets over time

All Bank of Lafayette plans reported in each filing year

Latest sponsor-wide plan assets
$5M 4.196567243705291% vs 2022
2024 filing year
$4.9M$5M$5.1M$5.2M 202220232024 $4.94M $5.15M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 45 $5M
2023 1 46 $5M
2024 1 45 $5M

Nearby Profit Sharing Plans in Georgia

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

Bank of Lafayette Profit-Sharing Trust vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Bank of Lafayette Profit-Sharing Trust, Total assets ($B): 0.005037738 · Participants: 46Bank of Lafayette Profit-Sharing TrustEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Bank of Lafayette Profit-Sharing Trust vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Bank of Lafayette Profit-Sharing Trust side-by-side with 3 peers →

Bank of Lafayette Profit-Sharing Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is C. Bernaschina & L. Rivera Profit Sharing Retirement Plan in PR ($5M); by covered participants it is Contero Corp. Retirement Plan in NC (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Bank of Lafayette Profit-Sharing Trust assets move in 2023? ▼
Bank of Lafayette Profit-Sharing Trust edged up modestly - up 2.0% during 2023, from $5M to $5M. Reported net income was $98K.
How have Bank of Lafayette plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank of Lafayette's sponsor-wide assets grew 4.2%, from $5M to $5M.
Which Profit Sharing plans are similar in size to Bank of Lafayette Profit-Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is C. Bernaschina & L. Rivera Profit Sharing Retirement Plan in PR ($5M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Bank of Lafayette Profit-Sharing Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Contero Corp. Retirement Plan in NC (46 participants, $725K 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 580152920.

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.