401(k) · DOL Form 5500 · 2023

David Y. Martin Jr., LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
107
Participants Small participant base
62nd
Percentile by assets National rank
$109,896
Avg per participant Below avg balance/head
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Official DOL plan name: Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC · Sponsored by David Y. Martin Jr., LLC · Louisiana · Retail Trade

$12M in assets, 107 participants

David Y. Martin Jr., LLC's Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC reported $12M in total assets and 107 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.

  • #6,142 in Retail Trade (8,414 peers)

Coverage in Louisiana

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC covers 107 participants in Louisiana, about 22% of the average Louisiana filer (state average ~495 per filing). Assets: $12M.

#6,142
in Retail Trade (8,414 peers)
+21.8%
assets growth YoY

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC's mid-pack asset rank among Retail Trade and all filers

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC vs every filed plan by assets

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

$11,758,835 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

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC 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. Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC reported net income rose from $204K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC reported participants rose from 101 in the plan year 2022 filing to 107 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720700005 · David Y. Martin Jr., LLC PY 2023 · 401(k)

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC · $12M · 107 · 62nd

  • EIN $12M
  • RANK 107
  • PHOTO 62nd
  • IND 401(k)
  • EOY near Schell Games, LLC 401(k) Profit Sharing Plan & Trust
  • 5500 ind #6142

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 Retail Trade retirement plans → · Plans in Louisiana →

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC in the asset neighbourhood

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLCProfit Sharing Plan & Trust …$12MSchell Games, LLC 401(k) Profit Sharing Plan & TrustSchell Games, LLC 401(k) Pro…$12MChronosphere, Inc. 401(k) PlanChronosphere, Inc. 401(k) Pl…$12MEverytown for Gun Safety Action Fund, Inc. 401(k) PlanEverytown for Gun Safety Act…$12MR3 Strategic Support Group, Inc. 401(k) PlanR3 Strategic Support Group, …$12M
End-of-year total assets ($M) among Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN720700005
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Y. Martin Jr., LLC)

Sponsor-wide plan assets over time

All David Y. Martin Jr., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.27499254201332% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.65M $13.1M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 101 $10M
2023 1 107 $12M
2024 1 137 $13M

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC, Total assets ($B): 0.011758835 · Participants: 107Profit Sharing Plan & Trust of David Y. Martin, Jr., LLCLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC side-by-side with 3 peers →

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Schell Games, LLC 401(k) Profit Sharing Plan & Trust in PA ($12M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC assets move in 2023? ▼
Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC grew sharply - up 21.8% during 2023, from $10M to $12M. Reported net income was $2M.
How have David Y. Martin Jr., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Y. Martin Jr., LLC's sponsor-wide assets grew 35.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC? ▼
Among 401(k) plans in other states, the closest by assets is Schell Games, LLC 401(k) Profit Sharing Plan & Trust in PA ($12M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants, N/A 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 720700005.

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.