State · sponsors with a Louisiana filing address
Retirement plans in Louisiana
Form 5500 filings for plan years 2009 to 2025; medians for plan year 2024.
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. A plan is counted in the state of its sponsor's address, not where its participants live.
For plan year 2024, 713 retirement plans based in Louisiana with 100 or more participants filed Form 5500: 670 defined contribution and 43 defined benefit. They reported 762,768 participant records and $56.8B in net assets, counting every plan on the form.
The median defined contribution plan held $44,128 per participant, below the national median of $53,031, and its employer put in $1,824 per active participant (national: $2,174). Among plans reporting Schedule C compensation the median was $127 per participant against $123 nationally.
Employers contributed $1.43B and participants $2.00B during the year, and the plans paid out $6.83B in benefits.
In 2009 the same group numbered 840 plans with $21.8B; by 2024 it was 713 plans (down 15%) and $56.8B (up 160%). From plan year 2023 the 100-participant line counts participants with account balances, which moved many plans to the short form.
Beyond the full-form filers, 7,055 small plans based in Louisiana filed the short Form 5500-SF for 2024, with 213,411 participants and $13.3B in net assets. Small plans are counted here and nowhere else on this site.
Medians compared with all US plans
| Median plan, plan year 2024 | LA: DC | US: DC | LA: DB | US: DB |
|---|---|---|---|---|
| Net assets per participant | $44,128 | $53,031 | $89,675 | $86,234 |
| Employer contributions per active participant | $1,824 | $2,174 | $8,482 | $10,244 |
| Schedule C compensation per participant | $127 | $123 | $395 | $344 |
| Schedule C compensation, share of net assets | 0.28% | 0.26% | 0.52% | 0.42% |
| Administrative expenses per participant | $111 | $116 | $749 | $527 |
Medians across plans with 100 or more participants (642 DC and 40 DB plans with a Schedule H here). Fee medians cover plans reporting an amount. DC: defined contribution, such as 401(k) and 403(b). DB: defined benefit pension.
Distribution of DC plans
| Measure | 25th percentile | Median | 75th percentile | Plans |
|---|---|---|---|---|
| Net assets per participant | $21,376 | $44,128 | $81,623 | 642 |
| Employer contributions per active participant | $897 | $1,824 | $3,213 | 610 |
| Schedule C compensation per participant | $54.65 | $127 | $239 | 579 |
| Administrative expenses per participant | $43.70 | $111 | $216 | 614 |
Trend by plan year
| Plan year | Plans 100+ | Participants | Net assets | Employer contributions | Participant contributions | Median DC assets / participant | Median DC Sch. C / participant |
|---|---|---|---|---|---|---|---|
| 2025partial | 71 | 95,184 | $9.57B | $152M | $343M | $66,934 | $142 |
| 2024 | 713 | 762,768 | $56.8B | $1.43B | $2.00B | $44,128 | $127 |
| 2023 | 720 | 768,793 | $54.0B | $1.34B | $1.90B | $38,482 | $112 |
| 2022 | 896 | 725,584 | $42.2B | $1.54B | $1.62B | $29,505 | $107 |
| 2021 | 894 | 765,421 | $62.3B | $1.06B | $1.74B | $36,109 | $115 |
| 2020 | 909 | 790,290 | $61.0B | $1.50B | $1.66B | $33,537 | $95.29 |
| 2019 | 910 | 828,414 | $55.9B | $1.46B | $1.63B | $30,041 | $86.89 |
| 2018 | 864 | 811,055 | $48.4B | $1.50B | $1.52B | $25,825 | $76.28 |
| 2017 | 866 | 784,361 | $52.4B | $1.53B | $1.28B | $29,038 | $63.53 |
| 2016 | 870 | 775,246 | $45.6B | $1.27B | $1.24B | $26,449 | $51.88 |
| 2015 | 878 | 778,100 | $43.7B | $1.27B | $1.25B | $23,170 | $42.06 |
| 2014 | 885 | 814,368 | $46.9B | $1.32B | $1.24B | $22,359 | $36.36 |
| 2013 | 872 | 816,576 | $44.8B | $1.25B | $1.16B | $21,206 | $29.09 |
| 2012 | 852 | 828,827 | $41.1B | $1.01B | $1.13B | $19,256 | $30.88 |
| 2011 | 836 | 803,185 | $37.5B | $1.45B | $1.09B | $18,240 | $32.55 |
| 2010 | 818 | 794,903 | $36.4B | $1.59B | $1.02B | $17,947 | $33.13 |
| 2009 | 840 | 667,235 | $21.8B | $1.07B | $809M | $15,790 | $25.76 |
Plan year is the year in which the plan year began. The drop in large plans from 2023 follows a rule change: the 100-participant line now counts participants with account balances, so many plans moved to the short form.
Provider share
Service provider organisations named most often on the Schedule C of the 708 plans on this page's list, by number of plans. A plan usually names several providers.
Largest plans
The 60 largest by participants of 708 plans with a page on this site.
| Plan | Sponsor | Type | Participants | Net assets | Per participant | Employer / active | Sch. C / participant |
|---|---|---|---|---|---|---|---|
| Ochsner Clinic Foundation 401(k) Plan | Ochsner Clinic Foundation | DC | 43,649 | $2.69B | $61,608 | $2,030 | $68.60 |
| Lumen 401(k) Savings Plan | Lumen Technologies, Inc. | DC | 42,516 | $6.60B | $155,340 | $3,691 | $26.65 |
| Ochsner Clinic Foundation 403(b) Plan | Ochsner Clinic Foundation | DC | 35,912 | $194M | $5,398 | — | $5.35 |
| Lumen Combined Pension Plan | Lumen Technologies, Inc. | DB | 35,763 | $4.22B | $117,872 | — | $210 |
| LHC Group 401(k) Plan | LHC Group, Inc. | DC | 29,768 | $541M | $18,168 | $449 | $54.34 |
| Louisiana Children's Medical Center Retirement and Savings Plan | Louisiana Children's Medical Center | DC | 21,445 | $1.02B | $47,523 | $1,815 | $56.69 |
| Savings Plan of Entergy Corporation and Subsidiaries | Entergy Corporation | DC | 13,114 | $4.36B | $332,746 | $5,902 | $68.27 |
| Willis-Knighton Medical Center Employees Retirement Plan | Willis-Knighton Medical Center | DB | 11,708 | $1.19B | $102,064 | $0 | $57.21 |
| Entergy Corporation Retirement Plan for Non-Bargaining Employees | Entergy Corporation | DB | 11,455 | $1.77B | $154,526 | $31,334 | — |
| Turner Industries 401(k) Plan | Turner Industries Group, LLC | DC | 10,431 | $547M | $52,432 | $2,775 | $73.04 |
| Tulane University Tax Deferral 403(b) Retirement Plan | The Administrators of the Tulane Educational Fund | DC | 9,409 | $607M | $64,499 | — | $13.16 |
| Willis-Knighton Health System 403(b) Plan | Willis-Knighton Medical Center | DC | 8,200 | $152M | $18,580 | $16 | $37.19 |
| Excel Group 401(k) Savings Plan | Excel Contractors, LLC | DC | 8,192 | $53.6M | $6,544 | $135 | $26.06 |
| Entergy Corporation Retirement Plan VI for Non-Bargaining Employees | Entergy Corporation | DB | 7,757 | $1.59B | $204,597 | $52,898 | — |
| Team Staffing, LLC 401(k) Retirement Plan | Team Staffing, LLC | DC | 7,726 | $7.2M | $933 | $0 | $8.76 |
| MMR Group, Inc. Profit Sharing Plan | MMR Group, Inc. | DC | 7,130 | $85.0M | $11,927 | $111 | $44.50 |
| Entergy Corporation Retirement Plan for Bargaining Employees | Entergy Corporation | DB | 6,769 | $916M | $135,337 | $11,741 | — |
| Pool Corporation 401(k) Plan | SCP Distributors, LLC | DC | 6,194 | $491M | $79,210 | $2,223 | $63.47 |
| Tulane University Staff 403(b) Retirement Plan | The Administrators of the Tulane Educational Fund | DC | 6,044 | $313M | $51,867 | $4,230 | $17.00 |
| PSC Group 401(k) Plan | PSC Group LLC | DC | 5,854 | $220M | $37,518 | $1,980 | $73.69 |
| Isc Group LLC 401(k) Retirement Plan | Isc Group LLC | DC | 5,828 | $174M | $29,877 | $472 | $41.81 |
| Performance Contractors, Inc. 401(k) Salary Savings Plan | Performance Contractors, Inc. | DC | 5,612 | $128M | $22,732 | $410 | $56.24 |
| Edison Chouest Offshore Retirement Plan | Galliano Marine Service, L.L.C. | DC | 5,522 | $381M | $68,978 | $2,137 | $42.80 |
| Corpay, Inc. 401(k) Savings Plan | Corpay, Inc. | DC | 5,121 | $275M | $53,705 | $697 | $104 |
| SCP Health 401(k) Plan | Onex TSG Intermediate Corp. | DC | 5,030 | $299M | $59,352 | $2,098 | $78.10 |
| Brown & Root Industrial Services 401(k) Plan | Brown & Root Industrial Services, LLC | DC | 4,837 | $315M | $65,056 | $3,338 | $87.56 |
| Tulane University Faculty and Administrative 403(b) Retirement Plan | The Administrators of the Tulane Educational Fund | DC | 4,737 | $794M | $167,541 | $6,121 | $19.67 |
| Rouse's Enterprises, L.L.C. Profit Sharing & 401(k) Plan | Rouse's Enterprises, L.L.C. | DC | 4,713 | $39.0M | $8,270 | $151 | $29.69 |
| Gis, LLC Compensation Deferral Plan | Grand Isle Shipyard, LLC | DC | 4,608 | $86.3M | $18,723 | $1,031 | $22.27 |
| General Health System Retirement Plus | General Health System | DC | 4,576 | $269M | $58,809 | $1,457 | $62.61 |
| Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program | Louisiana Health Service & Indemnity Company | DC | 4,557 | $661M | $144,956 | $7,197 | $59.05 |
| Ochsner Clinic Foundation Retirement Plan | Ochsner Clinic Foundation | DB | 4,410 | $444M | $100,632 | $5,116 | $333 |
| The Lamar Savings and Profit Sharing Plan | Lamar Media Corp. | DC | 4,286 | $517M | $120,689 | $2,079 | $73.66 |
| Brfhh Retirement Plan | BRF Hospital Holdings, LLC DBA Ochsner Lsu Hospitals | DC | 4,151 | $178M | $42,985 | $3,422 | $77.33 |
| Acadian Ambulance Service, Inc. Profit Sharing 401(k) Plan | Acadian Ambulance Service, Inc. | DC | 3,957 | $183M | $46,345 | — | $144 |
| H&e Equipment Services, Inc. 401(k) Profit Sharing | H&e Equipment Services, Inc. | DC | 3,811 | $179M | $47,052 | $1,880 | $140 |
| Acadian Ambulance Service, Inc. Employee Stock Ownership Plan | Acadian Ambulance Service, Inc. | DC | 3,772 | $554M | $146,957 | $2,665 | — |
| The Laitram Employees' Incentive Savings Plan | Laitram LLC | DC | 3,578 | $614M | $171,646 | $7,036 | $26.59 |
| Allegiance Health Management Retirement Savings Plan | Allegiance Health Management, Inc. | DC | 3,546 | $30.6M | $8,622 | $1 | $33.86 |
| Lake Charles Memorial Health System 403(b) Plan | Southwest Louisiana Hospital Association | DC | 3,421 | $110M | $32,113 | $0 | $83.61 |
| Woman's Hospital Foundation 403(b) Retirement Savings Plan | Woman's Hospital Foundation | DC | 2,960 | $192M | $64,953 | — | $60.01 |
| Savings Plan of Entergy Corporation and Subsidiaries Viii | Entergy Corporation | DC | 2,894 | $112M | $38,624 | $7,082 | $56.35 |
| Woman's Hospital Foundation 401(a) Employer Contribution Plan | Woman's Hospital Foundation | DC | 2,847 | $143M | $50,124 | $4,239 | $39.41 |
| Phi Group, Inc. 401(k) Retirement Plan | Phi Group, Inc. | DC | 2,639 | $427M | $161,769 | $3,831 | $130 |
| Loyola University Retirement Plan | Loyola University New Orleans | DC | 2,569 | $282M | $109,868 | $697 | $80.69 |
| Bollinger Shipyards 401(k) Savings Plan | Bollinger Shipyards, LLC | DC | 2,497 | $109M | $43,673 | $1,110 | $50.85 |
| Lake Charles Memorial Health System Retirement Plan | Southwest Louisiana Hospital Association | DC | 2,480 | $51.7M | $20,860 | $2,170 | $39.72 |
| New Orleans Employers-International Longshoremen's Association,afl-Cio,pension Plan | Board of Trustees, New Orleans Employers International Longshoremen's | DB | 2,467 | $136M | $55,115 | $21,110 | $309 |
| CGB Enterprises, Inc. 401(k) Retirement Savings Plan | CGB Enterprises, Inc. | DC | 2,421 | $335M | $138,479 | $7,832 | $142 |
| Commcare Corporation 401(k) Plan | Commcare Corporation | DC | 2,378 | $20.8M | $8,759 | $881 | $31.78 |
| Bernhard, LLC 401(k) Plan | Bernhard, LLC | DC | 2,330 | $140M | $60,025 | $2,564 | $71.10 |
| Danos, LLC 401(k) Retirement Plan | Danos, LLC | DC | 2,290 | $59.9M | $26,161 | $436 | $114 |
| Savings Plan of the Newtron Group, L.L.C. and Subsidiaries | The Newtron Group, L.L.C. | DC | 2,227 | $135M | $60,541 | $965 | $60.51 |
| Hri 401(k) Plan | Hri Shared Services, LLC | DC | 2,214 | $44.0M | $19,877 | $940 | $121 |
| Plantation Management Company 401(k) Plan | Plantation Management Company, LLC | DC | 2,122 | $17.5M | $8,270 | $31 | $24.78 |
| Premier Automotive Retirement Plan | Premier Automotive Management, LLC | DC | 2,098 | $37.0M | $17,651 | $465 | $85.37 |
| Emr USA Retirement Savings Plan | Emr (USA Holdings) Inc. | DC | 2,031 | $84.9M | $41,790 | $1,884 | $124 |
| Lasalle Southwest 401(k) Plan | Lasalle Management Company, L.L.C. | DC | 1,987 | $7.4M | $3,713 | $312 | $6.14 |
| Plumbers and Steamfitters Local 60 Pension Fund | Board of Trustees Plumbers and Steamfitters Local 60 Pension Fund | DB | 1,957 | $90.4M | $46,217 | $8,378 | $239 |
| Cajun Industries Holdings, LLC 401(k) Plan | Cajun Industries Holdings, LLC | DC | 1,921 | $60.4M | $31,435 | $1,487 | $57.76 |
By plan size
By industry
By plan year
Questions and answers
How many retirement plans are there in Louisiana?
713 plans with 100 or more participants filed Form 5500 for plan year 2024, out of 1,136 pension plans on the full form. Smaller plans file Form 5500-SF and are counted separately where shown.
What is the typical 401(k) balance in Louisiana?
The median defined contribution plan reported $44,128 in net assets per participant (middle half of plans: $21,376 to $81,623); nationally it was $53,031. This is a plan-level average that includes former employees, not a typical person's balance.
What do employers contribute in Louisiana?
The median defined contribution plan received $1,824 in employer contributions per active participant, against $2,174 nationally. Plans with no employer contribution are included at zero.
What are average 401(k) fees in Louisiana?
Among defined contribution plans that report any Schedule C compensation, the median was $127 per participant and 0.28% of net assets (nationally $123 and 0.26%). Schedule C leaves out fund expense ratios and fees the employer pays, so it understates total cost.
Where does this come from?
Form 5500 annual reports in the EBSA research files, with filings received through 24 Aug 2026. Medians are computed by this site across plans with 100 or more participants.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 and Form 5500-SF research files, public domain, with filings received through 24 Aug 2026. Totals count every pension plan on the full form; medians and the plan list cover plans with 100 or more participants. See the methodology.