401(k) · DOL Form 5500 · 2024

Investar Holding Corporation 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
321
Participants Below avg headcount
75th
Percentile by assets National rank
$83,123
Avg per participant Below avg balance/head
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Official DOL plan name: Investar Holding Corporation 401(k) Plan · Sponsored by Investar Holding Corporation · Louisiana · Finance & Insurance

$27M in assets, 321 participants

Investar Holding Corporation's Investar Holding Corporation 401(k) Plan reported $27M in total assets and 321 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,313 in Finance & Insurance (8,549 peers)

Where Investar Holding Corporation 401(k) Plan sits by assets

Investar Holding Corporation 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 321 participants (~$83,123/participant), up 21.1% in 2024.

#5,313
in Finance & Insurance (8,549 peers)
+21.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Investar Holding Corporation 401(k) Plan's outsized position by total assets

Investar Holding Corporation 401(k) Plan vs every filed plan by assets

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

$26,682,617 Top 25% higher than 75% 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

Investar Holding Corporation 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investar Holding Corporation 401(k) Plan sits mid-pack in the medium band (321 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investar Holding Corporation 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • Investar Holding Corporation 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Investar Holding Corporation 401(k) Plan reported participants fell from 325 in the plan year 2023 filing to 321 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271560715 · Investar Holding Corporation PY 2024 · 401(k)

Investar Holding Corporation 401(k) Plan · $27M · 321 · 75th

  • EOY $27M
  • 5500 321
  • ASSETS 75th
  • PCT 401(k)
  • EIN near Accurate Box Company, Inc. Employees Profit Sharing/401(k) Plan
  • RANK ind #5313

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 →

Investar Holding Corporation 401(k) Plan in the asset neighbourhood

Cloudbees 401(k) Plan$27MHpi Real Estate 401(k) Plan$27MInvestar Holding Corporation 401(k) PlanInvestar Holding Corporation…$27MAccurate Box Company, Inc. Employees Profit Sharing/401(k) PlanAccurate Box Company, Inc. E…$27MCrosslink Life Sciences, LLC 401(k) PlanCrosslink Life Sciences, LLC…$27M
End-of-year total assets ($M) among Investar Holding Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN271560715
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investar Holding Corporation)

Sponsor-wide plan assets over time

All Investar Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$27M 45.53322277238469% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.3M $26.7M ▲ +45.6%
Year Plans Participants Total Assets
2022 1 323 $18M
2023 1 325 $22M
2024 1 321 $27M

Nearby 401(k) Plans in Louisiana

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

Investar Holding Corporation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Investar Holding Corporation 401(k) Plan, Total assets ($B): 0.026682617 · Participants: 321Investar Holding Corporation 401(k) 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
Investar Holding Corporation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Investar Holding Corporation 401(k) Plan side-by-side with 3 peers →

Investar Holding Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Accurate Box Company, Inc. Employees Profit Sharing/401(k) Plan in NJ ($27M); by covered participants it is Northern Refrigerated Transportation, Inc. 401(k) Profit Sharing Plan in CA (321 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (321 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 Investar Holding Corporation 401(k) Plan assets move in 2024? ▼
Investar Holding Corporation 401(k) Plan grew sharply - up 21.1% during 2024, from $22M to $27M. Reported net income was $4M.
How have Investar Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investar Holding Corporation's sponsor-wide assets grew 45.5%, from $18M to $27M.
Where does Investar Holding Corporation 401(k) Plan rank by assets among Form 5500 filers? ▼
Investar Holding Corporation 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Investar Holding Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accurate Box Company, Inc. Employees Profit Sharing/401(k) Plan in NJ ($27M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Investar Holding Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Refrigerated Transportation, Inc. 401(k) Profit Sharing Plan in CA (321 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271560715.

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.