Defined Benefit (Pension) · DOL Form 5500 · 2024

Companion Care of Southwest La, LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 55
Participants Small participant base: 24th
Percentile by assets National rank: $19,192
Avg per participant Low balance/head

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Official DOL plan name: Companion Care of Southwest La, LLC Cash Balance Plan · Sponsored by Companion Care of Southwest La, LLC · Louisiana · Healthcare & Social Assistance

$1M in assets, 55 participants

Companion Care of Southwest La, LLC's Companion Care of Southwest La, LLC Cash Balance Plan reported $1M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

#3,305 in Healthcare & Social Assistance (16,916 peers)

Companion Care of Southwest La, LLC multi-year trail

Companion Care of Southwest La, LLC's plans moved +66.8% in assets from 2022 to 2024; this filing shows Companion Care of Southwest La, LLC Cash Balance Plan at $1M / 55 participants.

#3,305
in Healthcare & Social Assistance (16,916 peers): +5.0%
assets growth YoY

Companion Care of Southwest La, LLC Cash Balance Plan among the smaller filed plans by assets

Companion Care of Southwest La, LLC Cash Balance Plan vs every filed plan by assets

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

$1,055,554 24th percentile higher than 24% 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

Companion Care of Southwest La, LLC Cash Balance 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. Companion Care of Southwest La, LLC Cash Balance Plan is a small filing (55 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Companion Care of Southwest La, LLC Cash Balance Plan reported net income fell from $373K in the plan year 2023 filing to $50K in the plan year 2024 filing.
Companion Care of Southwest La, LLC Cash Balance Plan reported participants fell from 78 in the plan year 2023 filing to 55 in the plan year 2024 filing.
Companion Care of Southwest La, LLC Cash Balance Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 830387020 · Companion Care of Southwest La, LLC PY 2024 · Defined Benefit (Pension)

Companion Care of Southwest La, LLC Cash Balance Plan · $1M · 55 · 24th

EIN $1M
EIN 55
EIN 24th
EIN Defined Benefit (Pension)
EIN near Legacy Financial Advisors, Inc. Cash Balance Plan
EIN ind #3305

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 →

End-of-year total assets ($M) among Companion Care of Southwest La, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Companion Care of Southwest La, LLC multi-year asset trail

Latest sponsor-wide plan assets: $1M 66.82138934325835% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	75	$633K
2023	1	78	$1M
2024	1	55	$1M

Companion Care of Southwest La, LLC filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$50K
Employer EIN	830387020
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Companion Care of Southwest La, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants

Lumen Combined Pension Plan $4.3B · 10,043
Entergy Corporation Retirement Plan for Non-Bargaining Employees $1.8B · 6,385
Entergy Corporation Retirement Plan VI for Non-Bargaining Employees $1.6B · 783
Willis-Knighton Medical Center Employees Retirement Plan $1.2B · 6,197
Entergy Corporation Retirement Plan for Bargaining Employees $916M · 2,317

Compare Companion Care of Southwest La, LLC Cash Balance Plan side-by-side with 3 peers →

Companion Care of Southwest La, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Legacy Financial Advisors, Inc. Cash Balance Plan in ID ($1M); by covered participants it is Pension Plan of Locals 794 & 819, I.a.T.S.E. in NY (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Legacy Financial Advisors, Inc. Cash Balance Plan (ID) $1M · 4
Manhattan Center for Early Learning Pension Plan (NY) $1M · 22
Steelhead Medical Pension Plan (ID) $1M · 1
Hutkin Law Firm, a Professional Corp Cash Balance Plan (CA) $1M · 4

Similar participant headcount

Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.

Pension Plan of Locals 794 & 819, I.a.T.S.E. (NY) 55 · 0 off
Pension Plan for Officers and Staff of Ilwu Local 142 (HI) 55 · 0 off
Hourly Employees' Pension Plan of Rollex Corporation (IL) 55 · 0 off
The Holland Group Retirement Income Plan (MI) 55 · 0 off

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 Companion Care of Southwest La, LLC Cash Balance Plan assets move in 2024? ▼

Companion Care of Southwest La, LLC Cash Balance Plan edged up modestly - up 5.0% during 2024, from $1M to $1M. Reported net income was $50K.

How have Companion Care of Southwest La, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Companion Care of Southwest La, LLC's sponsor-wide assets grew 66.8%, from $633K to $1M.

Where does Companion Care of Southwest La, LLC Cash Balance Plan rank by assets among Form 5500 filers? ▼

Companion Care of Southwest La, LLC Cash Balance Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Companion Care of Southwest La, LLC Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Legacy Financial Advisors, Inc. Cash Balance Plan in ID ($1M, 4 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Companion Care of Southwest La, LLC Cash Balance Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Locals 794 & 819, I.a.T.S.E. in NY (55 participants, $75M 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 830387020.