401(k) · DOL Form 5500 · 2024
Louisiana Health Service & Indemnity Company 401(k) Plan
Data updated 2026-08-25
- $661M
- Total assets Above avg plan size
- 3,698
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $178,628
- Avg per participant Above avg balance/head
Official DOL plan name: Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program · Sponsored by Louisiana Health Service & Indemnity Company · Louisiana · Finance & Insurance
$661M in assets, 3,698 participants
Louisiana Health Service & Indemnity Company's Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program reported $661M in total assets and 3,698 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #8,208 in Finance & Insurance (8,549 peers)
Coverage in Louisiana
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program covers 3,698 participants in Louisiana, 7.5x the typical Louisiana plan (state average ~495 per filing). Assets: $661M.
- #8,208
- in Finance & Insurance (8,549 peers)
- +11.2%
- assets growth YoY
- 6.6×
- vs typical plan assets (national mean)
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program's outsized position by total assets
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$660,565,053 Top 2% higher than 98% 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
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program'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. Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program lands in the large band (3,698 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program reported net income fell from $104M in the plan year 2023 filing to $66M in the plan year 2024 filing.
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program end-of-year assets rose from $594M in the plan year 2023 filing to $661M in the plan year 2024 filing.
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program reported participants fell from 3,719 in the plan year 2023 filing to 3,698 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 237384555 · Louisiana Health Service & Indemnity Company PY 2024 · 401(k)
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program · $661M · 3,698 · 98th
- IND $661M
- IND 3,698
- IND 98th
- IND 401(k)
- IND near Ellucian Retirement Plan
- IND ind #8208
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 →
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $594M |
|---|---|
| Net Assets (End of Year) | $661M |
| Net Income | $66M |
| Employer EIN | 237384555 |
| Plan Effective Date | 1988-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Louisiana Health Service & Indemnity Company)
Sponsor-wide plan assets over time
All Louisiana Health Service & Indemnity Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $661M 34.62943342373331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,660 | $491M |
| 2023 | 1 | 3,719 | $594M |
| 2024 | 1 | 3,698 | $661M |
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
Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Ellucian Retirement Plan in VA ($660M); by covered participants it is Holland and Knight Profit Sharing Plan & Trust in FL (3,700 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($661M here).
- Ellucian Retirement Plan (VA) $660M · 2,286
- Meijer 401(k) Retirement Plan II (MI) $660M · 41,621
- Sargento Profit Sharing and Retirement Plan (WI) $660M · 2,467
- The Cengage Learning, Inc. 401(k) Savings Plan (KY) $660M · 3,420
Similar participant headcount
Nearest other-state filings by covered participants (3,698 participants); asset peers above are excluded.
- Holland and Knight Profit Sharing Plan & Trust (FL) 3,700 · 2 off
- Quality Carriers, Inc. 401(k) Plan (FL) 3,696 · 2 off
- Icon Retirement Plan (TX) 3,695 · 3 off
- Black Horse Carriers, Inc. 401(k) Retirement Savings Plan (PA) 3,694 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.