401(k) · DOL Form 5500 · 2024
Phelps Dunbar, LLP 401(k) Plan
Data updated 2026-08-25
- $295M
- Total assets Near avg plan size
- 634
- Participants Below avg headcount
- 96th
- Percentile by assets National rank
- $465,091
- Avg per participant High balance/head
Official DOL plan name: Phelps Dunbar, LLP Savings and Retirement Plan · Sponsored by Phelps Dunbar, LLP · Louisiana · Professional & Technical Services
$295M in assets, 634 participants
Phelps Dunbar, LLP's Phelps Dunbar, LLP Savings and Retirement Plan reported $295M in total assets and 634 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #19,518 in Professional & Technical Services (20,173 peers)
Where Phelps Dunbar, LLP Savings and Retirement Plan sits by assets
Phelps Dunbar, LLP Savings and Retirement Plan sits in the top 5% of all filed plans by assets, $295M for 634 participants (~$465,091/participant), up 13.9% in 2024.
- #19,518
- in Professional & Technical Services (20,173 peers)
- +13.9%
- assets growth YoY
- 3.0×
- vs typical plan assets (national mean)
Phelps Dunbar, LLP Savings and Retirement Plan's outsized position by total assets
Phelps Dunbar, LLP Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$294,867,711 Top 4% higher than 96% 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
Phelps Dunbar, LLP Savings and 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. Phelps Dunbar, LLP Savings and Retirement Plan sits mid-pack in the medium band (634 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Phelps Dunbar, LLP Savings and Retirement Plan reported net income rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Phelps Dunbar, LLP Savings and Retirement Plan end-of-year assets rose from $259M in the plan year 2023 filing to $295M in the plan year 2024 filing.
- Phelps Dunbar, LLP Savings and Retirement Plan reported participants rose from 614 in the plan year 2023 filing to 634 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 720358621 · Phelps Dunbar, LLP PY 2024 · 401(k)
Phelps Dunbar, LLP Savings and Retirement Plan · $295M · 634 · 96th
- RANK $295M
- RANK 634
- RANK 96th
- RANK 401(k)
- RANK near Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan
- RANK ind #19518
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 →
Phelps Dunbar, LLP Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $259M |
|---|---|
| Net Assets (End of Year) | $295M |
| Net Income | $36M |
| Employer EIN | 720358621 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Phelps Dunbar, LLP)
Sponsor-wide plan assets over time
All Phelps Dunbar, LLP plans reported in each filing year
- Latest sponsor-wide plan assets
- $295M 28.95310897154958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 574 | $229M |
| 2023 | 1 | 614 | $259M |
| 2024 | 1 | 634 | $295M |
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
Phelps Dunbar, LLP Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan in IL ($295M); by covered participants it is Shimmick Construction Co., Inc. 401(k) Profit Sharing Plan in CA (634 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($295M here).
- Silver Cross Hospital & Medical Centers Employees' 401(k) Retirement Savings Plan (IL) $295M · 3,210
- Ameris Bancorp 401(k) Profit Sharing Plan (GA) $295M · 2,763
- Erickson Community 401(k) Plan (MD) $295M · 11,730
- The Baldwin Group Colleague, Inc. 401(k) Plan (FL) $295M · 3,853
Similar participant headcount
Nearest other-state filings by covered participants (634 participants); asset peers above are excluded.
- Shimmick Construction Co., Inc. 401(k) Profit Sharing Plan (CA) 634 · 0 off
- Breckenridge Grand Vacations 401(k) Plan (CO) 634 · 0 off
- Evervet 401(k) Retirement Plan (PA) 634 · 0 off
- Empower Federal Credit Union 401(k) Plan (NY) 634 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.