Other · DOL Form 5500 · 2024
Liberty Bank & Trust Company Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 144
- Participants Small participant base
- 31st
- Percentile by assets National rank
- $16,052
- Avg per participant Low balance/head
Official DOL plan name: Liberty Bank & Trust 2022 Employee Stock Ownership Plan · Sponsored by Liberty Bank & Trust Company · Louisiana · Finance & Insurance
$2M in assets, 144 participants
Liberty Bank & Trust Company's Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported $2M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #1,699 in Finance & Insurance (8,549 peers)
Coverage in Louisiana
Liberty Bank & Trust 2022 Employee Stock Ownership Plan covers 144 participants in Louisiana, about 29% of the average Louisiana filer (state average ~495 per filing). Assets: $2M.
- #1,699
- in Finance & Insurance (8,549 peers)
- +72.0%
- assets growth YoY
Liberty Bank & Trust 2022 Employee Stock Ownership Plan among the smaller filed plans by assets
Liberty Bank & Trust 2022 Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,311,478 31st percentile higher than 31% 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
Liberty Bank & Trust 2022 Employee Stock Ownership 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. Liberty Bank & Trust 2022 Employee Stock Ownership Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Bank & Trust 2022 Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported net income rose from $512K in the plan year 2023 filing to $698K in the plan year 2024 filing.
- Liberty Bank & Trust 2022 Employee Stock Ownership Plan reported participants rose from 136 in the plan year 2023 filing to 144 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 720719924 · Liberty Bank & Trust Company PY 2024 · Other
Liberty Bank & Trust 2022 Employee Stock Ownership Plan · $2M · 144 · 31st
- EIN $2M
- RANK 144
- PHOTO 31st
- IND Other
- EOY near Senior Services of Se Virginia 403(b) Defined Contribution Plan
- 5500 ind #1699
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 →
Liberty Bank & Trust 2022 Employee Stock Ownership Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $698K |
| Employer EIN | 720719924 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Bank & Trust Company)
Sponsor-wide plan assets over time
All Liberty Bank & Trust Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 37.466701768377746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 154 | $8M |
| 2023 | 2 | 167 | $9M |
| 2024 | 2 | 174 | $11M |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $794M · 3,284
- Tulane University Tax Deferral 403(b) Retirement Plan $607M · 7,673
- Lhc Group 401(k) Plan $541M · 30,378
- Tulane University Staff 403(b) Retirement Plan $313M · 3,135
- Loyola University Retirement Plan $282M · 1,161
Liberty Bank & Trust 2022 Employee Stock Ownership Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Senior Services of Se Virginia 403(b) Defined Contribution Plan in VA ($2M); by covered participants it is Homesafe 403(b) Retirement Plan in FL (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Homesafe 403(b) Retirement Plan (FL) 144 · 0 off
- Hebrew Academy of Nassau County Defined Contribution Plan (NY) 144 · 0 off
- Kootenai Clinic 403(b) Plan (ID) 144 · 0 off
- Carf 403(b) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.