401(k) · DOL Form 5500 · 2024

David Y. Martin Jr., LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
137
Participants Small participant base
62nd
Percentile by assets National rank
$95,325
Avg per participant Below avg balance/head
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Official DOL plan name: Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC · Sponsored by David Y. Martin Jr., LLC · Louisiana · Retail Trade

$13M in assets, 137 participants

David Y. Martin Jr., LLC's Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC reported $13M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,842 in Retail Trade (8,048 peers)

Coverage in Louisiana

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC covers 137 participants in Louisiana, about 28% of the average Louisiana filer (state average ~495 per filing). Assets: $13M.

#5,842
in Retail Trade (8,048 peers)
+11.1%
assets growth YoY

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC's mid-pack asset rank among Retail Trade and all filers

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC vs every filed plan by assets

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

$13,059,556 Top 38% higher than 62% 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

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC 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. Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC reported participants rose from 107 in the plan year 2023 filing to 137 in the plan year 2024 filing.
  • Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 720700005 · David Y. Martin Jr., LLC PY 2024 · 401(k)

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC · $13M · 137 · 62nd

  • TYPE $13M
  • TYPE 137
  • TYPE 62nd
  • TYPE 401(k)
  • TYPE near Five Point Dental Specialists Retirement Plan
  • TYPE ind #5842

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 Retail Trade retirement plans → · Plans in Louisiana →

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC in the asset neighbourhood

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLCProfit Sharing Plan & Trust …$13MFive Point Dental Specialists Retirement PlanFive Point Dental Specialist…$13MInformation Providers, Inc. 401(k) Retirement PlanInformation Providers, Inc. …$13MOrion Pacific Holdings Corp. 401(k) PlanOrion Pacific Holdings Corp.…$13MAndromeda Advantage, Inc. 401(k) PlanAndromeda Advantage, Inc. 40…$13M
End-of-year total assets ($M) among Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN720700005
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (David Y. Martin Jr., LLC)

Sponsor-wide plan assets over time

All David Y. Martin Jr., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 35.27499254201332% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.65M $13.1M ▲ +35.3%
Year Plans Participants Total Assets
2022 1 101 $10M
2023 1 107 $12M
2024 1 137 $13M

Nearby 401(k) Plans in Louisiana

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

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC, Total assets ($B): 0.013059556 · Participants: 137Profit Sharing Plan & Trust of David Y. Martin, Jr., LLCLumen 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
Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC side-by-side with 3 peers →

Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Five Point Dental Specialists Retirement Plan in TX ($13M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC assets move in 2024? ▼
Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC grew at a solid clip - up 11.1% during 2024, from $12M to $13M. Reported net income was $1M.
How have David Y. Martin Jr., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), David Y. Martin Jr., LLC's sponsor-wide assets grew 35.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC? ▼
Among 401(k) plans in other states, the closest by assets is Five Point Dental Specialists Retirement Plan in TX ($13M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan & Trust of David Y. Martin, Jr., LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants, $930K 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 720700005.

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.