401(k) · DOL Form 5500 · 2023

Heard Mcelroy & Vestal, L.L.C. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
148
Participants Small participant base
79th
Percentile by assets National rank
$197,210
Avg per participant Above avg balance/head
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Official DOL plan name: Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan · Sponsored by Heard Mcelroy & Vestal, L.L.C. · Louisiana · Professional & Technical Services

$29M in assets, 148 participants

Heard Mcelroy & Vestal, L.L.C.'s Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan reported $29M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,105 in Professional & Technical Services (20,321 peers)

Coverage in Louisiana

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan covers 148 participants in Louisiana, about 30% of the average Louisiana filer (state average ~495 per filing). Assets: $29M.

#16,105
in Professional & Technical Services (20,321 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan's outsized position by total assets

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$29,187,066 Top 21% higher than 79% 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

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan 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. Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan reported participants rose from 128 in the plan year 2022 filing to 148 in the plan year 2023 filing.
  • Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720398470 · Heard Mcelroy & Vestal, L.L.C. PY 2023 · 401(k)

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan · $29M · 148 · 79th

  • RANK $29M
  • PHOTO 148
  • IND 79th
  • EOY 401(k)
  • 5500 near Sam Leman I, LLC 401(k) Plan
  • ASSETS ind #16105

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 →

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing PlanHeard, Mcelroy & Vestal, L.L…$29MSam Leman I, LLC 401(k) Plan$29MIndustry Bancshares, Inc. 401(k) Employee Stock Ownership PlanIndustry Bancshares, Inc. 40…$29MJackson Hole Mountain Resort 401(k) PlanJackson Hole Mountain Resort…$29M4life Research, LLC 401(k) Plan4life Research, LLC 401(k) P…$29M
End-of-year total assets ($M) among Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN720398470
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heard Mcelroy & Vestal, L.L.C.)

Sponsor-wide plan assets over time

All Heard Mcelroy & Vestal, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 32.24597802654958% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $25.9M $34.2M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 128 $26M
2023 1 148 $29M
2024 1 159 $34M

Nearby 401(k) Plans in Louisiana

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

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.029187066 · Participants: 148Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing PlanLumen 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
Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Sam Leman I, LLC 401(k) Plan in IL ($29M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan grew at a solid clip - up 12.8% during 2023, from $26M to $29M. Reported net income was $3M.
How have Heard Mcelroy & Vestal, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heard Mcelroy & Vestal, L.L.C.'s sponsor-wide assets grew 32.2%, from $26M to $34M.
Where does Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sam Leman I, LLC 401(k) Plan in IL ($29M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Heard, Mcelroy & Vestal, L.L.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 720398470.

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.