401(k) · DOL Form 5500 · 2024
Leblanc, Robertson, Chisholm and Assoc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $240,157
- Avg per participant Above avg balance/head
Official DOL plan name: Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan · Sponsored by Leblanc, Robertson, Chisholm and Assoc · Louisiana · Professional & Technical Services
$4M in assets, 15 participants
Leblanc, Robertson, Chisholm and Assoc's Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan reported $4M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.
- #6,755 in Professional & Technical Services (20,173 peers)
Leblanc, Robertson, Chisholm and Assoc multi-year trail
Leblanc, Robertson, Chisholm and Assoc's plans moved +40.0% in assets from 2022 to 2024; this filing shows Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan at $4M / 15 participants.
- #6,755
- in Professional & Technical Services (20,173 peers)
- +16.3%
- assets growth YoY
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,602,361 37th percentile higher than 37% 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
Leblanc, Robertson, Chisholm & Associates, LLC 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. Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 371573599 · Leblanc, Robertson, Chisholm and Assoc PY 2024 · 401(k)
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan · $4M · 15 · 37th
- NET $4M
- BOOK 15
- VS-ST 37th
- BOY 401(k)
- SCH near Wallworks 401(k) Plan
- EBSA ind #6755
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 →
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan in the asset neighbourhood
Leblanc, Robertson, Chisholm and Assoc multi-year asset trail
Sponsor-wide plan assets over time
All Leblanc, Robertson, Chisholm and Assoc plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 39.950070570190825% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $3M |
| 2023 | 1 | 15 | $3M |
| 2024 | 1 | 15 | $4M |
Leblanc, Robertson, Chisholm and Assoc filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $505K |
| Employer EIN | 371573599 |
| Plan Effective Date | 2009-10-01 |
| Filing Status | FILING RECEIVED |
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
Leblanc, Robertson, Chisholm & Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Wallworks 401(k) Plan in PA ($4M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.