401(k) · DOL Form 5500 · 2023

The Bank 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 73
Participants Small participant base: 49th
Percentile by assets National rank: $86,407
Avg per participant Below avg balance/head

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Official DOL plan name: The Bank 401(k) Plan · Sponsored by The Bank · Louisiana · Finance & Insurance

$6M in assets, 73 participants

The Bank's The Bank 401(k) Plan reported $6M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#3,109 in Finance & Insurance (8,869 peers)

2023 asset change

The Bank 401(k) Plan grew sharply 16.5% in 2023 ($5M → $6M) for 73 participants.

#3,109
in Finance & Insurance (8,869 peers): +16.5%
assets growth YoY

The Bank 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Bank 401(k) Plan vs every filed plan by assets

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

$6,307,691 49th percentile higher than 49% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

The Bank 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Bank 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Bank 401(k) Plan reported net income rose from -$582K in the plan year 2022 filing to $895K in the plan year 2023 filing.
The Bank 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
The Bank 401(k) Plan reported participants fell from 74 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 742815524 · The Bank PY 2023 · 401(k)

The Bank 401(k) Plan · $6M · 73 · 49th

VS-ST $6M
VS-ST 73
VS-ST 49th
VS-ST 401(k)
VS-ST near Daywest Management, Inc. 401(k) Plan
VS-ST ind #3109

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 →

End-of-year total assets ($M) among The Bank 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Bank years around the 2023 move

Latest sponsor-wide plan assets: $5M 0.1920473373130887% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	74	$5M
2023	1	73	$6M
2024	1	82	$5M

2023 asset-move particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$895K
Employer EIN	742815524
Plan Effective Date	1998-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

The Bank 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Lumen 401(k) Savings Plan $7.1B · 24,522
Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
Amedisys Holding, LLC 401(k) Plan $849M · 20,100

Compare The Bank 401(k) Plan side-by-side with 3 peers →

The Bank 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Daywest Management, Inc. 401(k) Plan in UT ($6M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Daywest Management, Inc. 401(k) Plan (UT) $6M · 85
Unibilt Industries, Inc. 401(k) Savings Plan (OH) $6M · 45
Crown Products Co, Inc. 401(k) Profit Sharing (FL) $6M · 148
Image Solutions 401(k) Plan (CA) $6M · 104

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

A Haven for Kids, Inc. Retirement Plan (OH) 73 · 0 off
Dermatology Associates of Kentucky, P.S.C. 401(k) Profit Sharing Plan (KY) 73 · 0 off
Legacy Mortgage, LLC 401(k) Plan (NM) 73 · 0 off
J & M Plating, Inc. Employee Retirement Plan (IL) 73 · 0 off

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 The Bank 401(k) Plan assets move in 2023? ▼

The Bank 401(k) Plan grew sharply - up 16.5% during 2023, from $5M to $6M. Reported net income was $895K.

How have The Bank plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Bank's sponsor-wide assets declined 0.2%, from $5M to $5M.

Which 401(k) plans are similar in size to The Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Daywest Management, Inc. 401(k) Plan in UT ($6M, 85 participants).

Which 401(k) plans cover a similar participant headcount to The Bank 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 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 742815524.