Other · DOL Form 5500 · 2024

Loyola University New Orleans Retirement Plan

Data updated 2026-08-25

$282M
Total assets Near avg plan size
1,161
Participants Near avg headcount
96th
Percentile by assets National rank
$243,110
Avg per participant Above avg balance/head
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Official DOL plan name: Loyola University Retirement Plan · Sponsored by Loyola University New Orleans · Louisiana · Educational Services

$282M in assets, 1,161 participants

Loyola University New Orleans's Loyola University Retirement Plan reported $282M in total assets and 1,161 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.

  • #3,377 in Educational Services (3,638 peers)

Coverage in Louisiana

Loyola University Retirement Plan covers 1,161 participants in Louisiana, 2.3x the typical Louisiana plan (state average ~495 per filing). Assets: $282M.

#3,377
in Educational Services (3,638 peers)
+4.5%
assets growth YoY
2.8×
vs typical plan assets (national mean)

Loyola University Retirement Plan's outsized position by total assets

Loyola University Retirement Plan vs every filed plan by assets

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

$282,251,103 Top 4% higher than 96% 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

Loyola University Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Loyola University Retirement Plan lands in the large band (1,161 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Loyola University Retirement Plan reported participants rose from 721 in the plan year 2023 filing to 1,161 in the plan year 2024 filing.
  • Loyola University Retirement Plan reported net income fell from $13M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Loyola University Retirement Plan end-of-year assets rose from $270M in the plan year 2023 filing to $282M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 720408946 · Loyola University New Orleans PY 2024 · Other

Loyola University Retirement Plan · $282M · 1,161 · 96th

  • EOY $282M
  • 5500 1,161
  • ASSETS 96th
  • PCT Other
  • EIN near Employees Supplemental Retirement Plan C
  • RANK ind #3377

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 Educational Services retirement plans → · Plans in Louisiana →

Loyola University Retirement Plan in the asset neighbourhood

Seattle Children's 403(b) PlanSeattle Children's 403(b) Pl…$284MLoyola University Retirement PlanLoyola University Retirement…$282MEmployees Supplemental Retirement Plan CEmployees Supplemental Retir…$281MDoylestown Hospital 403(b) Retirement Savings PlanDoylestown Hospital 403(b) R…$281MBrown Physicians, Inc. 403(b) PlanBrown Physicians, Inc. 403(b…$280M
End-of-year total assets ($M) among Loyola University Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$282M
Net Income$12M
Employer EIN720408946
Plan Effective Date1969-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Loyola University New Orleans)

Sponsor-wide plan assets over time

All Loyola University New Orleans plans reported in each filing year

Latest sponsor-wide plan assets
$282M 9.48550168977847% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $258M $282M ▲ +9.5%
Year Plans Participants Total Assets
2022 2 964 $258M
2023 2 1,011 $270M
2024 1 1,161 $282M

Nearby Other Plans in Louisiana

Peer Other plans, same state, same plan type, ranked by total assets.

Loyola University Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 02004006008001000 Total assets ($M) Participants Loyola University Retirement Plan, Total assets ($M): 282.251103 · Participants: 1161Loyola University Retirement PlanTulane University Faculty and Administrative 403(b) Retirement Plan, Total assets ($M): 793.640793 · Participants: 3284Tulane University Faculty and Administrative 403(b) Retirement PlanTulane University Tax Deferral 403(b) Retirement Plan, Total assets ($M): 606.871183 · Participants: 7673Tulane University Tax Deferral 403(b) Retirement PlanLhc Group 401(k) Plan, Total assets ($M): 540.832574 · Participants: 30378Lhc Group 401(k) PlanTulane University Staff 403(b) Retirement Plan, Total assets ($M): 313.482541 · Participants: 3135Tulane University Staff 403(b) Retirement PlanOchsner Clinic Foundation 403(b) Plan, Total assets ($M): 193.859108 · Participants: 32975Ochsner Clinic Foundation 403(b) Plan
Loyola University Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants
Compare Loyola University Retirement Plan side-by-side with 3 peers →

Loyola University Retirement Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Employees Supplemental Retirement Plan C in OH ($281M); by covered participants it is The University of Tulsa Defined Contribution Retirement Plan in OK (1,162 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($282M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,161 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 Loyola University Retirement Plan assets move in 2024? ▼
Loyola University Retirement Plan edged up modestly - up 4.5% during 2024, from $270M to $282M. Reported net income was $12M.
How have Loyola University New Orleans plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Loyola University New Orleans's sponsor-wide assets grew 9.5%, from $258M to $282M.
Where does Loyola University Retirement Plan rank by assets among Form 5500 filers? ▼
Loyola University Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Loyola University Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employees Supplemental Retirement Plan C in OH ($281M, 1,919 participants).
Which Other plans cover a similar participant headcount to Loyola University Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The University of Tulsa Defined Contribution Retirement Plan in OK (1,162 participants, $427M 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 720408946.

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.