Plan5500

Port Allen, 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, Port Allen, LA has 7 loaded benefit plan(s) reported by 7 plan sponsor(s), with $11,457,877 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
7
Plan sponsors
7
Latest filing year
2023

What stands out in Port Allen

  • 7 loaded plans hold $11.5M in reported assets across 7 sponsors.
  • The largest, Lyons Specialty Company Retirement Savings Plan, holds 50% of reported Port Allen plan assets.
  • Plans cover 858 participants — about 123 per plan.
  • 43% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$11.5MSummed across loaded plans$11,457,877
Total reported assets$11.5M$11,457,877
Total reported participants858
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$11.5M total assets
Net assets$11.5MLiabilities$0
Contributions & income
Employer contributions$228.7K
Participant contributions$659.4K
Total income / additions$2.8M
Expenses & distributions
Benefits paid / distributions$1M
Total expenses$1.1M
Net increase / (decrease)$1.7M

Data coverage

Plans with financial statements3 / 7 (43%)
Plans with provider compensation0 / 7 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Port Allen, 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

Port Allen market comparison

Largest plan share of assets50%Lyons Specialty Company Retirement Savings Plan
Participants per plan123Average across loaded plans
Plan sponsors7
Ranked by reported assets

Largest loaded plans in Port Allen

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

  1. 1
    Lyons Specialty Company Retirement Savings Plan$5.7M
    Lyons Specialty Company, Inc. · 2023
  2. 2
    Sas 401(K) Plan$5.7M
    Specialty Application Services, Inc. · 2023
  3. 3
    Twb Trucking Inc. Retirement Plan$35K
    Twb Trucking Inc. · 2023
  4. 4
    Reliable Production Service, Inc. Welfare Plannot reported in the loaded dataset
    Reliable Production Service, Inc. · 2023
  5. 5
    Westgate, LLC Employee Benefits Plannot reported in the loaded dataset
    Westgate, LLC · 2023
  6. 6
    Placid Refining Company LLC Welfare Benefit Plannot reported in the loaded dataset
    Placid Refining Company, LLC · 2023
  7. 7
    Tms Environmental, LLC Health And Welfare Plannot reported in the loaded dataset
    Tms Environmental, LLC · 2023

Largest plans in Port Allen → · Port Allen plans by participants → · Port Allen plans with financial data → · Port Allen plans with provider compensation → · $1B+ plans in Port Allen →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Port Allen, LA?
7 plan(s) reported by 7 sponsor(s) are loaded for Port Allen, LA.

Related Form 5500 pages