401(k) · DOL Form 5500 · 2023

New Hotel Monteleone, L.L.C. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
201
Participants Below avg headcount
70th
Percentile by assets National rank
$87,646
Avg per participant Below avg balance/head
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Official DOL plan name: Monteleone Interests Profit Sharing and 401(k) Plan and Trust · Sponsored by New Hotel Monteleone, L.L.C. · Louisiana · Food Services & Accommodation

$18M in assets, 201 participants

New Hotel Monteleone, L.L.C.'s Monteleone Interests Profit Sharing and 401(k) Plan and Trust reported $18M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,507 in Food Services & Accommodation (3,828 peers)

Coverage in Louisiana

Monteleone Interests Profit Sharing and 401(k) Plan and Trust covers 201 participants in Louisiana, about 41% of the average Louisiana filer (state average ~495 per filing). Assets: $18M.

#3,507
in Food Services & Accommodation (3,828 peers)
+29.8%
assets growth YoY

Monteleone Interests Profit Sharing and 401(k) Plan and Trust's outsized position by total assets

Monteleone Interests Profit Sharing and 401(k) Plan and Trust vs every filed plan by assets

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

$17,616,847 Top 30% higher than 70% 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

Monteleone Interests Profit Sharing and 401(k) Plan and Trust 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. Monteleone Interests Profit Sharing and 401(k) Plan and Trust sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Monteleone Interests Profit Sharing and 401(k) Plan and Trust reported net income rose from $757K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Monteleone Interests Profit Sharing and 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Monteleone Interests Profit Sharing and 401(k) Plan and Trust reported participants rose from 176 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720372833 · New Hotel Monteleone, L.L.C. PY 2023 · 401(k)

Monteleone Interests Profit Sharing and 401(k) Plan and Trust · $18M · 201 · 70th

  • EBSA $18M
  • EBSA 201
  • EBSA 70th
  • EBSA 401(k)
  • EBSA near Alta Planning + Design, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3507

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 Food Services & Accommodation retirement plans → · Plans in Louisiana →

Monteleone Interests Profit Sharing and 401(k) Plan and Trust in the asset neighbourhood

Monteleone Interests Profit Sharing and 401(k) Plan and TrustMonteleone Interests Profit …$18MAlta Planning + Design, Inc. 401(k) Profit Sharing PlanAlta Planning + Design, Inc.…$18MCommercial Bank & Trust of PA Employees' Profit Sharing Retirement PlanCommercial Bank & Trust of P…$18MSunshine Ace Hardware, Inc. 401(k) Profit Sharing Plan and TrustSunshine Ace Hardware, Inc. …$18MTherapy South, LLC 401(k) PlanTherapy South, LLC 401(k) Pl…$18M
End-of-year total assets ($M) among Monteleone Interests Profit Sharing and 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN720372833
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Hotel Monteleone, L.L.C.)

Sponsor-wide plan assets over time

All New Hotel Monteleone, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 29.82034718198897% vs 2022
2023 filing year
$12M$14M$16M$18M$20M 20222023 $13.6M $17.6M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 176 $14M
2023 1 201 $18M

Nearby 401(k) Plans in Louisiana

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

Monteleone Interests Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Monteleone Interests Profit Sharing and 401(k) Plan and Trust, Total assets ($B): 0.017616847 · Participants: 201Monteleone Interests Profit Sharing and 401(k) Plan and TrustLumen 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
Monteleone Interests Profit Sharing and 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Monteleone Interests Profit Sharing and 401(k) Plan and Trust side-by-side with 3 peers →

Monteleone Interests Profit Sharing and 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Alta Planning + Design, Inc. 401(k) Profit Sharing Plan in OR ($18M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Monteleone Interests Profit Sharing and 401(k) Plan and Trust assets move in 2023? ▼
Monteleone Interests Profit Sharing and 401(k) Plan and Trust grew sharply - up 29.8% during 2023, from $14M to $18M. Reported net income was $4M.
How have New Hotel Monteleone, L.L.C. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), New Hotel Monteleone, L.L.C.'s sponsor-wide assets grew 29.8%, from $14M to $18M.
Which 401(k) plans are similar in size to Monteleone Interests Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alta Planning + Design, Inc. 401(k) Profit Sharing Plan in OR ($18M, 167 participants).
Which 401(k) plans cover a similar participant headcount to Monteleone Interests Profit Sharing and 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 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 720372833.

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.