401(k) · DOL Form 5500 · 2023

Mount Carmel Academy, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
184
Participants Below avg headcount
62nd
Percentile by assets National rank
$64,022
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mount Carmel Academy 401(k) Plan · Sponsored by Mount Carmel Academy, Inc. · Louisiana · Other Services

$12M in assets, 184 participants

Mount Carmel Academy, Inc.'s Mount Carmel Academy 401(k) Plan reported $12M in total assets and 184 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,179 in Other Services (7,857 peers)

Coverage in Louisiana

Mount Carmel Academy 401(k) Plan covers 184 participants in Louisiana, about 37% of the average Louisiana filer (state average ~495 per filing). Assets: $12M.

#6,179
in Other Services (7,857 peers)
+25.3%
assets growth YoY

Mount Carmel Academy 401(k) Plan's mid-pack asset rank among Other Services and all filers

Mount Carmel Academy 401(k) Plan vs every filed plan by assets

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

$11,780,062 Top 38% higher than 62% 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

Mount Carmel Academy 401(k) 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. Mount Carmel Academy 401(k) Plan sits mid-pack in the medium band (184 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mount Carmel Academy 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mount Carmel Academy 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Mount Carmel Academy 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 184 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 720655732 · Mount Carmel Academy, Inc. PY 2023 · 401(k)

Mount Carmel Academy 401(k) Plan · $12M · 184 · 62nd

  • BOOK $12M
  • VS-ST 184
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Mid America 401(k) Retirement Savings Plan
  • PART ind #6179

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 Other Services retirement plans → · Plans in Louisiana →

Mount Carmel Academy 401(k) Plan in the asset neighbourhood

Mount Carmel Academy 401(k) PlanMount Carmel Academy 401(k) …$12MMid America 401(k) Retirement Savings PlanMid America 401(k) Retiremen…$12MPenrith Home Loans LLC 401(k) Savings PlanPenrith Home Loans LLC 401(k…$12MReynolds Frizzell LLP 401(k) PlanReynolds Frizzell LLP 401(k)…$12MMajorkey Technologies LLC 401(k) PlanMajorkey Technologies LLC 40…$12M
End-of-year total assets ($M) among Mount Carmel Academy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN720655732
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mount Carmel Academy, Inc.)

Sponsor-wide plan assets over time

All Mount Carmel Academy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 43.38421997943765% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.4M $13.5M ▲ +43.4%
Year Plans Participants Total Assets
2022 1 174 $9M
2023 1 184 $12M
2024 1 184 $13M

Nearby 401(k) Plans in Louisiana

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

Mount Carmel Academy 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Mount Carmel Academy 401(k) Plan, Total assets ($B): 0.011780062 · Participants: 184Mount Carmel Academy 401(k) 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
Mount Carmel Academy 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Mount Carmel Academy 401(k) Plan side-by-side with 3 peers →

Mount Carmel Academy 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Mid America 401(k) Retirement Savings Plan in MO ($12M); by covered participants it is Afiniti 401(k) Plan in DC (184 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (184 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 Mount Carmel Academy 401(k) Plan assets move in 2023? ▼
Mount Carmel Academy 401(k) Plan grew sharply - up 25.3% during 2023, from $9M to $12M. Reported net income was $2M.
How have Mount Carmel Academy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mount Carmel Academy, Inc.'s sponsor-wide assets grew 43.4%, from $9M to $13M.
Which 401(k) plans are similar in size to Mount Carmel Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mid America 401(k) Retirement Savings Plan in MO ($12M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Mount Carmel Academy 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Afiniti 401(k) Plan in DC (184 participants, $5M 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 720655732.

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.