INSULATORS LOCAL NO 53 VACATION FUND
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
JOINT BOARD OF TRUSTEES
This Other plan holds $301K in total assets and serves 179 participants as of 2023. It is sponsored by JOINT BOARD OF TRUSTEES in Louisiana. The plan reported a net loss of $34K for the year.
What the Filing Says About INSULATORS LOCAL NO 53 VACATION FUND
INSULATORS LOCAL NO 53 VACATION FUND is a Other retirement plan sponsored by JOINT BOARD OF TRUSTEES, headquartered in Louisiana. As of the 2023 Form 5500 filing, the plan reports $301K in total end-of-year assets and covers 179 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 726041617, and the plan has been effective since 1966-06-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $333K at the beginning of 2023 to $301K at year-end — a decline of 9.5%. Net assets (after liabilities) closed the year at $193K, with reported net income of $-33,610 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $333K |
| Total Assets (End of Year) | $301K |
| Net Assets (End of Year) | $193K |
| Net Income | $-33,610 |
| Plan Type | Other |
| Employer EIN | 726041617 |
| Plan Effective Date | 1966-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (JOINT BOARD OF TRUSTEES)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 213 | $333K |
| 2023 | 1 | 179 | $301K |
Nearby Other Plans in Louisiana
Peer Other plans — same state, same plan type — ranked by total assets.
- TULANE UNIVERSITY FACULTY AND ADMINISTRATIVE 403(B) RETIREMENT PLAN $744M · 3,591
- MAGNOLIA EMPLOYEE STOCK OWNERSHIP PLAN $612M · 44
- TULANE UNIVERSITY TAX DEFERRAL 403(B) RETIREMENT PLAN $542M · 7,483
- ACADIAN AMBULANCE SERVICE, INC. EMPLOYEE STOCK OWNERSHIP PLAN $446M · 3,467
- TULANE UNIVERSITY STAFF 403(B) RETIREMENT PLAN $291M · 3,064
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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 726041617.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.