Plan5500

St Joseph, 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, St Joseph, LA has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $2,800,177 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 St Joseph

  • 2 loaded plans hold $2.8M in reported assets across 1 sponsors.
  • The largest, Cross Keys Bank Employee Stock Ownership Plan, holds 84% of reported St Joseph plan assets.
  • Plans cover 166 participants — about 83 per plan.
  • 100% 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$2.8MSummed across loaded plans$2,800,177
Total reported assets$2.8M$2,800,177
Total reported participants166
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$0
Contributions & income
Employer contributions$1.4M
Participant contributions$0
Total income / additions$1.6M
Expenses & distributions
Benefits paid / distributions$1.2M
Total expenses$1.3M
Net increase / (decrease)$365.2K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for St Joseph, 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

St Joseph market comparison

Largest plan share of assets84%Cross Keys Bank Employee Stock Ownership Plan
Participants per plan83Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in St Joseph

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

  1. 1
    Cross Keys Bank Employee Stock Ownership Plan$2.3M
    Cross Keys Bank · 2023
  2. 2
    Cross Keys Bank Employee Benefit Plan & Trust$451.9K
    Cross Keys Bank · 2023

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

What to inspect next

Frequently asked questions

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

Related Form 5500 pages