401(k) · DOL Form 5500 · 2024

Isidore Newman School 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
265
Participants Below avg headcount
79th
Percentile by assets National rank
$125,193
Avg per participant Near avg balance/head
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Official DOL plan name: Isidore Newman School 401(k) Retirement Plan · Sponsored by Isidore Newman School · Louisiana · Educational Services

$33M in assets, 265 participants

Isidore Newman School's Isidore Newman School 401(k) Retirement Plan reported $33M in total assets and 265 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.

  • #2,323 in Educational Services (3,638 peers)

Where Isidore Newman School 401(k) Retirement Plan sits by assets

Isidore Newman School 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $33M for 265 participants (~$125,193/participant), up 11.6% in 2024.

#2,323
in Educational Services (3,638 peers)
+11.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Isidore Newman School 401(k) Retirement Plan's outsized position by total assets

Isidore Newman School 401(k) Retirement Plan vs every filed plan by assets

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

$33,176,160 Top 21% higher than 79% 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

Isidore Newman School 401(k) 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. Isidore Newman School 401(k) Retirement Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Isidore Newman School 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Isidore Newman School 401(k) Retirement Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Isidore Newman School 401(k) Retirement Plan reported participants fell from 273 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 720408935 · Isidore Newman School PY 2024 · 401(k)

Isidore Newman School 401(k) Retirement Plan · $33M · 265 · 79th

  • RANK $33M
  • PHOTO 265
  • IND 79th
  • EOY 401(k)
  • 5500 near Transworld 401(k) Plan
  • ASSETS ind #2323

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 Educational Services retirement plans → · Plans in Louisiana →

Isidore Newman School 401(k) Retirement Plan in the asset neighbourhood

Isidore Newman School 401(k) Retirement PlanIsidore Newman School 401(k)…$33MTransworld 401(k) Plan$33MCity Brewing Company Salaried 401(k) PlanCity Brewing Company Salarie…$33MMission Lane 401(k) Plan$33MMarion and Polk Schools Credit Union 401(k) PlanMarion and Polk Schools Cred…$33M
End-of-year total assets ($M) among Isidore Newman School 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN720408935
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Isidore Newman School)

Sponsor-wide plan assets over time

All Isidore Newman School plans reported in each filing year

Latest sponsor-wide plan assets
$44M 29.378558959762973% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $34.3M $44.4M ▲ +29.4%
Year Plans Participants Total Assets
2022 2 357 $34M
2023 2 352 $40M
2024 2 342 $44M

Nearby 401(k) Plans in Louisiana

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

Isidore Newman School 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Isidore Newman School 401(k) Retirement Plan, Total assets ($B): 0.03317616 · Participants: 265Isidore Newman School 401(k) Retirement 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
Isidore Newman School 401(k) Retirement Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Isidore Newman School 401(k) Retirement Plan side-by-side with 3 peers →

Isidore Newman School 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Transworld 401(k) Plan in TX ($33M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.

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 Isidore Newman School 401(k) Retirement Plan assets move in 2024? ▼
Isidore Newman School 401(k) Retirement Plan grew at a solid clip - up 11.6% during 2024, from $30M to $33M. Reported net income was $3M.
How have Isidore Newman School plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Isidore Newman School's sponsor-wide assets grew 29.4%, from $34M to $44M.
Where does Isidore Newman School 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Isidore Newman School 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Isidore Newman School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transworld 401(k) Plan in TX ($33M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Isidore Newman School 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 720408935.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.