401(k) · DOL Form 5500 · 2024

St Denis J Villere & Company, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
9
Participants Small participant base
69th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: St Denis J Villere & Company, LLC Profit Sharing Plan · Sponsored by St Denis J Villere & Company, LLC · Louisiana · Finance & Insurance

$19M in assets, 9 participants

St Denis J Villere & Company, LLC's St Denis J Villere & Company, LLC Profit Sharing Plan reported $19M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,577 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

St Denis J Villere & Company, LLC Profit Sharing Plan holds $19M for 9 participants - about $2.1M per participant, above the median plan by assets.

#4,577
in Finance & Insurance (8,549 peers)
+1.5%
assets growth YoY

St Denis J Villere & Company, LLC Profit Sharing Plan's outsized position by total assets

St Denis J Villere & Company, LLC Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$18,726,077 Top 31% higher than 69% of 123,620 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 2024

St Denis J Villere & Company, LLC Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St Denis J Villere & Company, LLC Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St Denis J Villere & Company, LLC Profit Sharing Plan reported net income rose from -$2M in the plan year 2023 filing to $281K in the plan year 2024 filing.
  • St Denis J Villere & Company, LLC Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
  • St Denis J Villere & Company, LLC Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 720343760 · St Denis J Villere & Company, LLC PY 2024 · 401(k)

St Denis J Villere & Company, LLC Profit Sharing Plan · $19M · 9 · 69th

  • EBSA $19M
  • EBSA 9
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near Aero-Flite 401(k) Plan
  • EBSA ind #4577

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 Louisiana →

St Denis J Villere & Company, LLC Profit Sharing Plan in the asset neighbourhood

St Denis J Villere & Company, LLC Profit Sharing PlanSt Denis J Villere & Company…$19MAero-Flite 401(k) Plan$19MNorthwest Ohio Orthopedics & Sports Medicine 401(k) Profit Sharing PlanNorthwest Ohio Orthopedics &…$19MReformed Theological Seminary Retirement PlanReformed Theological Seminar…$19MPrimary Health Care, Inc. 401(k) PlanPrimary Health Care, Inc. 40…$19M
End-of-year total assets ($M) among St Denis J Villere & Company, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$281K
Employer EIN720343760
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St Denis J Villere & Company, LLC)

Sponsor-wide plan assets over time

All St Denis J Villere & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 7.165038872187268% vs 2022
2024 filing year
$18M$19M$20M$21M 202220232024 $20.2M $18.7M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 11 $20M
2023 1 10 $18M
2024 1 9 $19M

Nearby 401(k) Plans in Louisiana

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

St Denis J Villere & Company, LLC Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants St Denis J Villere & Company, LLC Profit Sharing Plan, Total assets ($B): 0.018726077 · Participants: 9St Denis J Villere & Company, LLC Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
St Denis J Villere & Company, LLC Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

St Denis J Villere & Company, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Aero-Flite 401(k) Plan in WA ($19M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did St Denis J Villere & Company, LLC Profit Sharing Plan assets move in 2024? ▼
St Denis J Villere & Company, LLC Profit Sharing Plan edged up modestly - up 1.5% during 2024, from $18M to $19M. Reported net income was $281K.
How have St Denis J Villere & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St Denis J Villere & Company, LLC's sponsor-wide assets declined 7.2%, from $20M to $19M.
Which 401(k) plans are similar in size to St Denis J Villere & Company, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aero-Flite 401(k) Plan in WA ($19M, 190 participants).
Which 401(k) plans cover a similar participant headcount to St Denis J Villere & Company, LLC Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K in assets).