401(k) · DOL Form 5500 · 2024
Eustis Mortgage Corporation 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 139
- Participants Small participant base
- 56th
- Percentile by assets National rank
- $73,929
- Avg per participant Below avg balance/head
Official DOL plan name: Eustis Mortgage Corporation Incentive Retirement Plan · Sponsored by Eustis Mortgage Corporation · Louisiana · Finance & Insurance
$10M in assets, 139 participants
Eustis Mortgage Corporation's Eustis Mortgage Corporation Incentive Retirement Plan reported $10M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- #3,432 in Finance & Insurance (8,549 peers)
Coverage in Louisiana
Eustis Mortgage Corporation Incentive Retirement Plan covers 139 participants in Louisiana, about 28% of the average Louisiana filer (state average ~495 per filing). Assets: $10M.
- #3,432
- in Finance & Insurance (8,549 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $558K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Eustis Mortgage Corporation Incentive Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Eustis Mortgage Corporation Incentive Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,276,196 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Eustis Mortgage Corporation Incentive Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eustis Mortgage Corporation Incentive Retirement Plan sits mid-pack in the medium band (139 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eustis Mortgage Corporation Incentive Retirement Plan reported net income fell from -$65K in the plan year 2023 filing to -$558K in the plan year 2024 filing.
- Eustis Mortgage Corporation Incentive Retirement Plan reported participants fell from 179 in the plan year 2023 filing to 139 in the plan year 2024 filing.
- Eustis Mortgage Corporation Incentive Retirement Plan end-of-year assets fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.
DOL schedule card
Filing strip 720484657 · Eustis Mortgage Corporation PY 2024 · 401(k)
Eustis Mortgage Corporation Incentive Retirement Plan · $10M · 139 · 56th
- BOOK $10M
- VS-ST 139
- BOY 56th
- SCH 401(k)
- EBSA near Safeguard Global 401(k) Plan
- PART ind #3432
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 →
Eustis Mortgage Corporation Incentive Retirement Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$558K |
| Employer EIN | 720484657 |
| Plan Effective Date | 1984-07-07 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eustis Mortgage Corporation)
Sponsor-wide plan assets over time
All Eustis Mortgage Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 5.718768745101846% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 224 | $11M |
| 2023 | 1 | 179 | $11M |
| 2024 | 1 | 139 | $10M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Eustis Mortgage Corporation Incentive Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Safeguard Global 401(k) Plan in TX ($10M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Safeguard Global 401(k) Plan (TX) $10M · 152
- Arcxis 401(k) Plan (TX) $10M · 647
- Quality Water & Air Inc. 401(k) Retirement Plan (TX) $10M · 233
- Tangent Technologies, LLC 401(k) Plan (IL) $10M · 501
Similar participant headcount
Nearest other-state filings by covered participants (139 participants); asset peers above are excluded.
- Minamyer Residential 401(k) Plan (OH) 139 · 0 off
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 139 · 0 off
- Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 139 · 0 off
- K5 Corporation Retirement Savings Plan (MA) 139 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.