Avery Island, LA Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Avery Island, LA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $35,112,167 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Avery Island

  • 2 loaded plans hold $35.1M in reported assets across 1 sponsors.
  • The largest, Mcilhenny Company Tax Deferred Savings Plan, holds 100% of reported Avery Island plan assets.
  • Plans cover 585 participants — about 293 per plan.
  • 50% of loaded plans report full Schedule H/I financial statements.
  • 100% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$35.1MSummed across loaded plans$35,112,167
Total reported assets$35.1M$35,112,167
Total reported participants585
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$35.1M total assets
Net assets$35.1MLiabilities$0
Contributions & income
Employer contributions$1.1M
Participant contributions$1.8M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$2.2M
Total expenses$2.3M
Net increase / (decrease)$6.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Avery Island, LA plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Avery Island market comparison

Largest plan share of assets100%Mcilhenny Company Tax Deferred Savings Plan
Participants per plan293Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Avery Island

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Mcilhenny Company · 2023
  2. 2
    Mcilhenny Company Group Insurancenot reported in the loaded dataset
    Mcilhenny Company · 2023

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Avery Island, LA?
2 plan(s) reported by 1 sponsor(s) are loaded for Avery Island, LA.

Related Form 5500 pages