Other · DOL Form 5500 · 2024

Pelican Educational Foundation Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
79
Participants Small participant base
30th
Percentile by assets National rank
$25,989
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pelican Educational Foundation Inc. Retirement Plan · Sponsored by Pelican Educational Foundation Inc. · Louisiana · Educational Services

$2M in assets, 79 participants

Pelican Educational Foundation Inc.'s Pelican Educational Foundation Inc. Retirement Plan reported $2M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

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

Pelican Educational Foundation Inc. multi-year trail

Pelican Educational Foundation Inc.'s plans moved -29.9% in assets from 2022 to 2024; this filing shows Pelican Educational Foundation Inc. Retirement Plan at $2M / 79 participants.

#661
in Educational Services (3,638 peers)
+7.4%
assets growth YoY

Pelican Educational Foundation Inc. Retirement Plan among the smaller filed plans by assets

Pelican Educational Foundation Inc. Retirement Plan vs every filed plan by assets

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

$2,053,164 30th percentile higher than 30% 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

Pelican Educational Foundation Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pelican Educational Foundation Inc. Retirement Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pelican Educational Foundation Inc. Retirement Plan reported net income fell from $363K in the plan year 2023 filing to $142K in the plan year 2024 filing.
  • Pelican Educational Foundation Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Pelican Educational Foundation Inc. Retirement Plan reported participants rose from 77 in the plan year 2023 filing to 79 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203801713 · Pelican Educational Foundation Inc. PY 2024 · Other

Pelican Educational Foundation Inc. Retirement Plan · $2M · 79 · 30th

  • VS-ST $2M
  • VS-ST 79
  • VS-ST 30th
  • VS-ST Other
  • VS-ST near Northpointe Christian School 403(b) Plan
  • VS-ST ind #661

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 →

Pelican Educational Foundation Inc. Retirement Plan in the asset neighbourhood

Grid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$2MFamily Health Center 403(b) PlanFamily Health Center 403(b) …$2MPelican Educational Foundation Inc. Retirement PlanPelican Educational Foundati…$2MNorthpointe Christian School 403(b) PlanNorthpointe Christian School…$2MOzark Opportunities Inc. 403b PlanOzark Opportunities Inc. 403…$2M
End-of-year total assets ($M) among Pelican Educational Foundation Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Pelican Educational Foundation Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pelican Educational Foundation Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.878661865235713% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.93M $2.05M ▼ -30.0%
Year Plans Participants Total Assets
2022 2 109 $3M
2023 1 77 $2M
2024 1 79 $2M

Pelican Educational Foundation Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$142K
Employer EIN203801713
Plan Effective Date2007-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Louisiana

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

Pelican Educational Foundation Inc. Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20002004006008001000 Total assets ($M) Participants Pelican Educational Foundation Inc. Retirement Plan, Total assets ($M): 2.053164 · Participants: 79Pelican Educational Foundation Inc. 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 PlanLoyola University Retirement Plan, Total assets ($M): 282.251103 · Participants: 1161Loyola University Retirement Plan
Pelican Educational Foundation Inc. Retirement Plan vs. nearby Other plans in Louisiana, assets vs. participants

Pelican Educational Foundation Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Louisiana, the nearest Other by assets is Northpointe Christian School 403(b) Plan in MI ($2M); by covered participants it is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 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 (79 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 Pelican Educational Foundation Inc. Retirement Plan assets move in 2024?
Pelican Educational Foundation Inc. Retirement Plan grew at a solid clip - up 7.4% during 2024, from $2M to $2M. Reported net income was $142K.
How have Pelican Educational Foundation Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Pelican Educational Foundation Inc.'s sponsor-wide assets declined 29.9%, from $3M to $2M.
Which Other plans are similar in size to Pelican Educational Foundation Inc. Retirement Plan?
Among Other plans in other states, the closest by assets is Northpointe Christian School 403(b) Plan in MI ($2M, 152 participants).
Which Other plans cover a similar participant headcount to Pelican Educational Foundation Inc. Retirement Plan?
Among Other plans in other states, the closest by covered participants is West Side Montessori School 403(b) Defined Contribution Retirement Plan in NY (79 participants, $11M in assets).