401(k) · DOL Form 5500 · 2024

Heritage Bank of St. Tammany 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
28
Participants Small participant base
38th
Percentile by assets National rank
$141,505
Avg per participant Near avg balance/head
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Official DOL plan name: Heritage Bank of St. Tammany 401(k) Plan · Sponsored by Heritage Bank of St. Tammany · Louisiana · Finance & Insurance

$4M in assets, 28 participants

Heritage Bank of St. Tammany's Heritage Bank of St. Tammany 401(k) Plan reported $4M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,156 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Heritage Bank of St. Tammany 401(k) Plan holds $4M for 28 participants - about $141,505 per participant, in the lower half of filed plans by assets.

#2,156
in Finance & Insurance (8,549 peers)
-6.4%
assets change YoY

The plan reported a net loss of $270K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Heritage Bank of St. Tammany 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Heritage Bank of St. Tammany 401(k) Plan vs every filed plan by assets

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

$3,962,150 38th percentile higher than 38% 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

Heritage Bank of St. Tammany 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Heritage Bank of St. Tammany 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Heritage Bank of St. Tammany 401(k) Plan reported net income fell from $923K in the plan year 2023 filing to -$270K in the plan year 2024 filing.
  • Heritage Bank of St. Tammany 401(k) Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Heritage Bank of St. Tammany 401(k) Plan reported participants fell from 29 in the plan year 2023 filing to 28 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 720308220 · Heritage Bank of St. Tammany PY 2024 · 401(k)

Heritage Bank of St. Tammany 401(k) Plan · $4M · 28 · 38th

  • IND $4M
  • EOY 28
  • 5500 38th
  • ASSETS 401(k)
  • PCT near Thrive Senior Living LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #2156

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 →

Heritage Bank of St. Tammany 401(k) Plan in the asset neighbourhood

Heritage Bank of St. Tammany 401(k) PlanHeritage Bank of St. Tammany…$4MThrive Senior Living LLC 401(k) Profit Sharing Plan & TrustThrive Senior Living LLC 401…$4MMavin Retirement Plan$4MPulmatrix, Inc. 401(k) Retirement PlanPulmatrix, Inc. 401(k) Retir…$4MGoodr 401(k) Plan$4M
End-of-year total assets ($M) among Heritage Bank of St. Tammany 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$270K
Employer EIN720308220
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Heritage Bank of St. Tammany)

Sponsor-wide plan assets over time

All Heritage Bank of St. Tammany plans reported in each filing year

Latest sponsor-wide plan assets
$6M 5.570822458943461% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M 202220232024 $5.21M $5.5M ▲ +5.6%
Year Plans Participants Total Assets
2022 2 53 $5M
2023 2 54 $6M
2024 2 55 $6M

Nearby 401(k) Plans in Louisiana

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

Heritage Bank of St. Tammany 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Heritage Bank of St. Tammany 401(k) Plan, Total assets ($B): 0.00396215 · Participants: 28Heritage Bank of St. Tammany 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
Heritage Bank of St. Tammany 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Heritage Bank of St. Tammany 401(k) Plan side-by-side with 3 peers →

Heritage Bank of St. Tammany 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Thrive Senior Living LLC 401(k) Profit Sharing Plan & Trust in GA ($4M); by covered participants it is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Heritage Bank of St. Tammany 401(k) Plan assets move in 2024? ▼
Heritage Bank of St. Tammany 401(k) Plan pulled back noticeably - down 6.4% during 2024, from $4M to $4M. Reported net income was -$270K.
How have Heritage Bank of St. Tammany plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Heritage Bank of St. Tammany's sponsor-wide assets grew 5.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Heritage Bank of St. Tammany 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thrive Senior Living LLC 401(k) Profit Sharing Plan & Trust in GA ($4M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Heritage Bank of St. Tammany 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Title Houston Holdings, Ltd 401(k) Plan in TX (28 participants, $2M 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 720308220.

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.