401(k) · DOL Form 5500 · 2024

Concordia Bank & Trust 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
113
Participants Small participant base
53rd
Percentile by assets National rank
$77,905
Avg per participant Below avg balance/head
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Official DOL plan name: Concordia Bank & Trust Company 401(k) Plan · Sponsored by Concordia Bank & Trust · Louisiana · Finance & Insurance

$9M in assets, 113 participants

Concordia Bank & Trust's Concordia Bank & Trust Company 401(k) Plan reported $9M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,166 in Finance & Insurance (8,549 peers)

Coverage in Louisiana

Concordia Bank & Trust Company 401(k) Plan covers 113 participants in Louisiana, about 23% of the average Louisiana filer (state average ~495 per filing). Assets: $9M.

#3,166
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY

Concordia Bank & Trust Company 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Concordia Bank & Trust Company 401(k) Plan vs every filed plan by assets

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

$8,803,319 Top 47% higher than 53% 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

Concordia Bank & Trust Company 401(k) 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. Concordia Bank & Trust Company 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Concordia Bank & Trust Company 401(k) Plan reported participants rose from 101 in the plan year 2023 filing to 113 in the plan year 2024 filing.
  • Concordia Bank & Trust Company 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Concordia Bank & Trust Company 401(k) Plan reported net income fell from $948K in the plan year 2023 filing to $860K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720158690 · Concordia Bank & Trust PY 2024 · 401(k)

Concordia Bank & Trust Company 401(k) Plan · $9M · 113 · 53rd

  • PCT $9M
  • PCT 113
  • PCT 53rd
  • PCT 401(k)
  • PCT near Hyman Bros. of Midlothian 401(k) Plan
  • PCT ind #3166

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 →

Concordia Bank & Trust Company 401(k) Plan in the asset neighbourhood

Concordia Bank & Trust Company 401(k) PlanConcordia Bank & Trust Compa…$9MHyman Bros. of Midlothian 401(k) PlanHyman Bros. of Midlothian 40…$9MExpert Methods, Inc. 401(k) Pension PlanExpert Methods, Inc. 401(k) …$9MStandard Furniture 401(k) PlanStandard Furniture 401(k) Pl…$9MTradin Organics USA LLC 401(k) PlanTradin Organics USA LLC 401(…$9M
End-of-year total assets ($M) among Concordia Bank & Trust Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$860K
Employer EIN720158690
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Concordia Bank & Trust)

Sponsor-wide plan assets over time

All Concordia Bank & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.854742613289112% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.99M $8.8M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 114 $7M
2023 1 101 $8M
2024 1 113 $9M

Nearby 401(k) Plans in Louisiana

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

Concordia Bank & Trust Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Concordia Bank & Trust Company 401(k) Plan, Total assets ($B): 0.008803319 · Participants: 113Concordia Bank & Trust Company 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
Concordia Bank & Trust Company 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Concordia Bank & Trust Company 401(k) Plan side-by-side with 3 peers →

Concordia Bank & Trust Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Hyman Bros. of Midlothian 401(k) Plan in VA ($9M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Concordia Bank & Trust Company 401(k) Plan assets move in 2024? ▼
Concordia Bank & Trust Company 401(k) Plan grew at a solid clip - up 10.8% during 2024, from $8M to $9M. Reported net income was $860K.
How have Concordia Bank & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Concordia Bank & Trust's sponsor-wide assets grew 25.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Concordia Bank & Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hyman Bros. of Midlothian 401(k) Plan in VA ($9M, 231 participants).
Which 401(k) plans cover a similar participant headcount to Concordia Bank & Trust Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 720158690.

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.