401(k) · DOL Form 5500 · 2024

Lula-Westfield, L.L.C. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
159
Participants Small participant base
65th
Percentile by assets National rank
$97,163
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lula-Westfield, L.L.C. Savings Plan · Sponsored by Lula-Westfield, L.L.C. · Louisiana · Manufacturing

$15M in assets, 159 participants

Lula-Westfield, L.L.C.'s Lula-Westfield, L.L.C. Savings Plan reported $15M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,460 in Manufacturing (17,777 peers)

Coverage in Louisiana

Lula-Westfield, L.L.C. Savings Plan covers 159 participants in Louisiana, about 32% of the average Louisiana filer (state average ~495 per filing). Assets: $15M.

#9,460
in Manufacturing (17,777 peers)
-0.3%
assets change YoY

The plan reported a net loss of $48K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lula-Westfield, L.L.C. Savings Plan's mid-pack asset rank among Manufacturing and all filers

Lula-Westfield, L.L.C. Savings Plan vs every filed plan by assets

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

$15,448,874 Top 35% higher than 65% 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

Lula-Westfield, L.L.C. Savings 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. Lula-Westfield, L.L.C. Savings Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lula-Westfield, L.L.C. Savings Plan reported net income fell from $1M in the plan year 2023 filing to -$48K in the plan year 2024 filing.
  • Lula-Westfield, L.L.C. Savings Plan reported participants rose from 150 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 721353056 · Lula-Westfield, L.L.C. PY 2024 · 401(k)

Lula-Westfield, L.L.C. Savings Plan · $15M · 159 · 65th

  • 5500 $15M
  • 5500 159
  • 5500 65th
  • 5500 401(k)
  • 5500 near Dubuque Racing Association 401(k) Savings Plan
  • 5500 ind #9460

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 Manufacturing retirement plans → · Plans in Louisiana →

Lula-Westfield, L.L.C. Savings Plan in the asset neighbourhood

Lula-Westfield, L.L.C. Savings PlanLula-Westfield, L.L.C. Savin…$15MDubuque Racing Association 401(k) Savings PlanDubuque Racing Association 4…$15MLarson Motors, Inc. 401(k) PlanLarson Motors, Inc. 401(k) P…$15MJ. F. Sobieski Mechanical Contractors, Inc. 401(k) & Davis Bacon PlanJ. F. Sobieski Mechanical Co…$15MSk Siltron Css 401(k) Retirement PlanSk Siltron Css 401(k) Retire…$15M
End-of-year total assets ($M) among Lula-Westfield, L.L.C. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$48K
Employer EIN721353056
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lula-Westfield, L.L.C.)

Sponsor-wide plan assets over time

All Lula-Westfield, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 8.703094450313118% vs 2022
2024 filing year
$14M$14.5M$15M$15.5M$16M 202220232024 $14.2M $15.5M ▲ +8.7%
Year Plans Participants Total Assets
2022 1 156 $14M
2023 1 150 $15M
2024 1 159 $15M

Nearby 401(k) Plans in Louisiana

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

Lula-Westfield, L.L.C. Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Lula-Westfield, L.L.C. Savings Plan, Total assets ($B): 0.015448874 · Participants: 159Lula-Westfield, L.L.C. Savings 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
Lula-Westfield, L.L.C. Savings Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Lula-Westfield, L.L.C. Savings Plan side-by-side with 3 peers →

Lula-Westfield, L.L.C. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Dubuque Racing Association 401(k) Savings Plan in IA ($15M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Lula-Westfield, L.L.C. Savings Plan assets move in 2024? ▼
Lula-Westfield, L.L.C. Savings Plan held essentially flat - down 0.3% during 2024, from $15M to $15M. Reported net income was -$48K.
How have Lula-Westfield, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lula-Westfield, L.L.C.'s sponsor-wide assets grew 8.7%, from $14M to $15M.
Which 401(k) plans are similar in size to Lula-Westfield, L.L.C. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dubuque Racing Association 401(k) Savings Plan in IA ($15M, 384 participants).
Which 401(k) plans cover a similar participant headcount to Lula-Westfield, L.L.C. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 721353056.

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.