401(k) · DOL Form 5500 · 2024
Hannis T. Bourgeois, LLP 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 145
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $232,189
- Avg per participant Above avg balance/head
Official DOL plan name: Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust · Sponsored by Hannis T. Bourgeois, LLP · Louisiana · Professional & Technical Services
$34M in assets, 145 participants
Hannis T. Bourgeois, LLP's Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported $34M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #15,994 in Professional & Technical Services (20,173 peers)
Coverage in Louisiana
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust covers 145 participants in Louisiana, about 29% of the average Louisiana filer (state average ~495 per filing). Assets: $34M.
- #15,994
- in Professional & Technical Services (20,173 peers)
- -0.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $208K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust's outsized position by total assets
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,667,358 Top 21% higher than 79% 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
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust 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. Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust sits mid-pack in the medium band (145 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported net income fell from $6M in the plan year 2023 filing to -$208K in the plan year 2024 filing.
- Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust reported participants rose from 127 in the plan year 2023 filing to 145 in the plan year 2024 filing.
- Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust end-of-year assets fell from $34M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 720636725 · Hannis T. Bourgeois, LLP PY 2024 · 401(k)
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust · $34M · 145 · 79th
- RANK $34M
- PHOTO 145
- IND 79th
- EOY 401(k)
- 5500 near Perdue, Brandon, Fielder, Collins and Mott 401(k) Plan
- ASSETS ind #15994
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 Professional & Technical Services retirement plans → · Plans in Louisiana →
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$208K |
| Employer EIN | 720636725 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Hannis T. Bourgeois, LLP)
Sponsor-wide plan assets over time
All Hannis T. Bourgeois, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $34M 22.09246718847432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $28M |
| 2023 | 1 | 127 | $34M |
| 2024 | 1 | 145 | $34M |
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
Hannis T. Bourgeois, LLP Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Perdue, Brandon, Fielder, Collins and Mott 401(k) Plan in TX ($34M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (145 participants); asset peers above are excluded.
- Lashbrook Jewelry Designs 401(k) Plan (UT) 145 · 0 off
- Bayfirst Solutions 401(k) Plan (DC) 145 · 0 off
- Bnccorp, Inc. 401(k) Savings Plan (ND) 145 · 0 off
- Isun 401(k) Retirement Plan (PA) 145 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.