401(k) · DOL Form 5500 · 2024
Locke Meredith & Associates, Aplc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $293,354
- Avg per participant High balance/head
Official DOL plan name: Locke Meredith & Associates, PLC Profit Sharing Plan · Sponsored by Locke Meredith & Associates, Aplc · Louisiana · Professional & Technical Services
$3M in assets, 9 participants
Locke Meredith & Associates, Aplc's Locke Meredith & Associates, PLC Profit Sharing Plan reported $3M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,812 in Professional & Technical Services (20,173 peers)
Locke Meredith & Associates, Aplc multi-year trail
Locke Meredith & Associates, Aplc's plans moved +19.0% in assets from 2022 to 2024; this filing shows Locke Meredith & Associates, PLC Profit Sharing Plan at $3M / 9 participants.
- #5,812
- in Professional & Technical Services (20,173 peers)
- +14.3%
- assets growth YoY
Locke Meredith & Associates, PLC Profit Sharing Plan among the smaller filed plans by assets
Locke Meredith & Associates, PLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,640,190 32nd percentile higher than 32% 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
Locke Meredith & Associates, PLC Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Locke Meredith & Associates, PLC Profit Sharing Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Locke Meredith & Associates, PLC Profit Sharing Plan reported net income rose from $90K in the plan year 2023 filing to $331K in the plan year 2024 filing.
- Locke Meredith & Associates, PLC Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 721300073 · Locke Meredith & Associates, Aplc PY 2024 · 401(k)
Locke Meredith & Associates, PLC Profit Sharing Plan · $3M · 9 · 32nd
- PHOTO $3M
- IND 9
- EOY 32nd
- 5500 401(k)
- ASSETS near Wolf Popper, LLP 401(k) Plan
- PCT ind #5812
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 →
Locke Meredith & Associates, PLC Profit Sharing Plan in the asset neighbourhood
Locke Meredith & Associates, Aplc multi-year asset trail
Sponsor-wide plan assets over time
All Locke Meredith & Associates, Aplc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.99807227981645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 9 | $3M |
Locke Meredith & Associates, Aplc filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $331K |
| Employer EIN | 721300073 |
| Plan Effective Date | 1990-01-01 |
| 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
Locke Meredith & Associates, PLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Wolf Popper, LLP 401(k) Plan in NY ($3M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.