401(k) · DOL Form 5500 · 2024

Lsu Foundation 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
99
Participants Small participant base
62nd
Percentile by assets National rank
$136,104
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lsu Foundation 401(k) Plan · Sponsored by Lsu Foundation · Louisiana · Other Services

$13M in assets, 99 participants

Lsu Foundation's Lsu Foundation 401(k) Plan reported $13M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,076 in Other Services (7,719 peers)

Lsu Foundation multi-year trail

Lsu Foundation's plans moved +44.0% in assets from 2022 to 2024; this filing shows Lsu Foundation 401(k) Plan at $13M / 99 participants.

#6,076
in Other Services (7,719 peers)
+15.9%
assets growth YoY

Lsu Foundation 401(k) Plan's mid-pack asset rank among Other Services and all filers

Lsu Foundation 401(k) Plan vs every filed plan by assets

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

$13,474,321 Top 38% higher than 62% 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

Lsu Foundation 401(k) 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. Lsu Foundation 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lsu Foundation 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lsu Foundation 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Lsu Foundation 401(k) Plan reported participants rose from 87 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 726020969 · Lsu Foundation PY 2024 · 401(k)

Lsu Foundation 401(k) Plan · $13M · 99 · 62nd

  • EIN $13M
  • EIN 99
  • EIN 62nd
  • EIN 401(k)
  • EIN near Buckingham Management, LLC 401(k) Plan
  • EIN ind #6076

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 Other Services retirement plans → · Plans in Louisiana →

Lsu Foundation 401(k) Plan in the asset neighbourhood

Haaker Equipment Company 401(k) Profit Sharing PlanHaaker Equipment Company 401…$13MSmart Retirement Pep$13MLsu Foundation 401(k) Plan$13MBuckingham Management, LLC 401(k) PlanBuckingham Management, LLC 4…$13MErmi LLC 401(k) Profit Sharing PlanErmi LLC 401(k) Profit Shari…$13M
End-of-year total assets ($M) among Lsu Foundation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Lsu Foundation multi-year asset trail

Sponsor-wide plan assets over time

All Lsu Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 43.978048411973% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.36M $13.5M ▲ +43.9%
Year Plans Participants Total Assets
2022 1 82 $9M
2023 1 87 $12M
2024 1 99 $13M

Lsu Foundation filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN726020969
Plan Effective Date2002-09-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Lsu Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lsu Foundation 401(k) Plan, Total assets ($B): 0.013474321 · Participants: 99Lsu Foundation 401(k) 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
Lsu Foundation 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Lsu Foundation 401(k) Plan side-by-side with 3 peers →

Lsu Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Buckingham Management, LLC 401(k) Plan in IN ($13M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Lsu Foundation 401(k) Plan assets move in 2024? ▼
Lsu Foundation 401(k) Plan grew sharply - up 15.9% during 2024, from $12M to $13M. Reported net income was $2M.
How have Lsu Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lsu Foundation's sponsor-wide assets grew 44.0%, from $9M to $13M.
Which 401(k) plans are similar in size to Lsu Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckingham Management, LLC 401(k) Plan in IN ($13M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Lsu Foundation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 726020969.

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.