401(k) · DOL Form 5500 · 2024

Plantation Management Company, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
2,348
Participants Above avg headcount
64th
Percentile by assets National rank
$6,215
Avg per participant Low balance/head
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Official DOL plan name: Plantation Management Company 401(k) Plan · Sponsored by Plantation Management Company, LLC · Louisiana · Healthcare & Social Assistance

$15M in assets, 2,348 participants

Plantation Management Company, LLC's Plantation Management Company 401(k) Plan reported $15M in total assets and 2,348 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #11,651 in Healthcare & Social Assistance (16,916 peers)

Coverage in Louisiana

Plantation Management Company 401(k) Plan covers 2,348 participants in Louisiana, 4.7x the typical Louisiana plan (state average ~495 per filing). Assets: $15M.

#11,651
in Healthcare & Social Assistance (16,916 peers)
+10.7%
assets growth YoY

Plantation Management Company 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Plantation Management Company 401(k) Plan vs every filed plan by assets

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

$14,593,404 Top 36% higher than 64% 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

Plantation Management Company 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plantation Management Company 401(k) Plan lands in the large band (2,348 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Plantation Management Company 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Plantation Management Company 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Plantation Management Company 401(k) Plan reported participants fell from 2,379 in the plan year 2023 filing to 2,348 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 721097923 · Plantation Management Company, LLC PY 2024 · 401(k)

Plantation Management Company 401(k) Plan · $15M · 2,348 · 64th

  • PCT $15M
  • PCT 2,348
  • PCT 64th
  • PCT 401(k)
  • PCT near Altron, Inc. 401(k) Profit Sharing Plan
  • PCT ind #11651

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 Healthcare & Social Assistance retirement plans → · Plans in Louisiana →

Plantation Management Company 401(k) Plan in the asset neighbourhood

Plantation Management Company 401(k) PlanPlantation Management Compan…$15MAltron, Inc. 401(k) Profit Sharing PlanAltron, Inc. 401(k) Profit S…$15MOlds Products Company Employee Savings and Retirement PlanOlds Products Company Employ…$15MDallas Country Club 401(k) Profit Sharing Plan & TDallas Country Club 401(k) P…$15MThe Dingley Press 401(k) Retirement PlanThe Dingley Press 401(k) Ret…$15M
End-of-year total assets ($M) among Plantation Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN721097923
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Plantation Management Company, LLC)

Sponsor-wide plan assets over time

All Plantation Management Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.94226236968542% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.1M $14.6M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 2,234 $11M
2023 1 2,379 $13M
2024 1 2,348 $15M

Nearby 401(k) Plans in Louisiana

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

Plantation Management Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -202468 Total assets ($B) Participants Plantation Management Company 401(k) Plan, Total assets ($B): 0.014593404 · Participants: 2348Plantation Management Company 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
Plantation Management Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Plantation Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Altron, Inc. 401(k) Profit Sharing Plan in SC ($15M); by covered participants it is M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees in MN (2,347 participants). Same-state nearby plans are listed separately above.

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 Plantation Management Company 401(k) Plan assets move in 2024?
Plantation Management Company 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $13M to $15M. Reported net income was $1M.
How have Plantation Management Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Plantation Management Company, LLC's sponsor-wide assets grew 31.9%, from $11M to $15M.
Which 401(k) plans are similar in size to Plantation Management Company 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Altron, Inc. 401(k) Profit Sharing Plan in SC ($15M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Plantation Management Company 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is M. a. Mortenson Company Retirement Savings Plan and Trust for Trade Employees in MN (2,347 participants, $39M in assets).