Civic Intelligence

Phelps Dunbar LLP

Plan context: Phelps Dunbar LLP Retirement Plan

EIN 72-0358621 • New Orleans, LA • 156 filings • 34 plans

365 Canal St Ste 2000New Orleans, LA 70130-6534
Current Snapshot

Latest Year

2025

2025 Participants

556

2025 Assets

$294,867,711

2025 Contributions

$16,278,402

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$294,867,711$147,433,856$0199920122024YearValue
$294,867,711Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

7603800199920122025YearValue
556Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20251556$0$0-
Phelps Dunbar LLP Group Life Plan-556---
20247727$294,867,711$16,278,402$22,391iApproximate average salary by contribution assumption: employee only about $559,780 at 4% or $373,187 at 6%; with 50% employer match about $373,187 at 4% or $248,791 at 6%; with 100% employer match about $279,890 at 4% or $186,593 at 6%.
Phelps Dunbar LLP Retirement Plan-727$294,867,711$16,278,402$22,391iApproximate average salary by contribution assumption: employee only about $559,780 at 4% or $373,187 at 6%; with 50% employer match about $373,187 at 4% or $248,791 at 6%; with 100% employer match about $279,890 at 4% or $186,593 at 6%.
Phelps Dunbar LLP Group Life Plan-528---
Phelps Dunbar LLP Group Long Term Disability-0---
Phelps Dunbar LLP Group Health and Life Plan-0---
Voluntary Dental/Vision Plan-0---
Critical Illness Plan-0---
Phelps Dunbar Flexible Spending Plan-0---
20237634$258,893,190$12,692,390$20,020iApproximate average salary by contribution assumption: employee only about $500,489 at 4% or $333,659 at 6%; with 50% employer match about $333,659 at 4% or $222,439 at 6%; with 100% employer match about $250,244 at 4% or $166,830 at 6%.
Phelps Dunbar LLP Retirement Plan-634$258,893,190$12,692,390$20,020iApproximate average salary by contribution assumption: employee only about $500,489 at 4% or $333,659 at 6%; with 50% employer match about $333,659 at 4% or $222,439 at 6%; with 100% employer match about $250,244 at 4% or $166,830 at 6%.
Phelps Dunbar LLP Group Life Plan-483---
Phelps Dunbar LLP Group Long Term Disability-627---
Phelps Dunbar LLP Group Health and Life Plan-527---
Voluntary Dental/Vision Plan-474---
Critical Illness Plan-216---
Phelps Dunbar Flexible Spending Plan-83---
20227614$228,662,739$13,597,849$22,146iApproximate average salary by contribution assumption: employee only about $553,658 at 4% or $369,106 at 6%; with 50% employer match about $369,106 at 4% or $246,070 at 6%; with 100% employer match about $276,829 at 4% or $184,553 at 6%.
Phelps Dunbar LLP Retirement Plan-614$228,662,739$13,597,849$22,146iApproximate average salary by contribution assumption: employee only about $553,658 at 4% or $369,106 at 6%; with 50% employer match about $369,106 at 4% or $246,070 at 6%; with 100% employer match about $276,829 at 4% or $184,553 at 6%.
Phelps Dunbar LLP Group Long Term Disability-583---
Phelps Dunbar LLP Group Life Plan-447---
Phelps Dunbar LLP Group Health and Life Plan-506---
Voluntary Dental/Vision Plan-457---
Critical Illness Plan-198---
Phelps Dunbar Flexible Spending Plan-139---
20217574$279,325,105$11,071,191$19,288iApproximate average salary by contribution assumption: employee only about $482,195 at 4% or $321,463 at 6%; with 50% employer match about $321,463 at 4% or $214,309 at 6%; with 100% employer match about $241,097 at 4% or $160,732 at 6%.
Phelps Dunbar LLP Retirement Plan-574$279,325,105$11,071,191$19,288iApproximate average salary by contribution assumption: employee only about $482,195 at 4% or $321,463 at 6%; with 50% employer match about $321,463 at 4% or $214,309 at 6%; with 100% employer match about $241,097 at 4% or $160,732 at 6%.
Phelps Dunbar Flexible Spending Plan-132---
Critical Illness Plan-180---
Voluntary Dental/Vision Plan-438---
Phelps Dunbar LLP Group Life Plan-423---
Phelps Dunbar LLP Group Health and Life Plan-490---
Phelps Dunbar LLP Group Long Term Disability-558---
20207545$223,065,629$9,701,180$17,800iApproximate average salary by contribution assumption: employee only about $445,008 at 4% or $296,672 at 6%; with 50% employer match about $296,672 at 4% or $197,781 at 6%; with 100% employer match about $222,504 at 4% or $148,336 at 6%.
Phelps Dunbar LLP Retirement Plan-545$223,065,629$9,701,180$17,800iApproximate average salary by contribution assumption: employee only about $445,008 at 4% or $296,672 at 6%; with 50% employer match about $296,672 at 4% or $197,781 at 6%; with 100% employer match about $222,504 at 4% or $148,336 at 6%.
Voluntary Dental/Vision Plan-389---
Phelps Dunbar LLP Group Long Term Disability-526---
Phelps Dunbar LLP Group Health and Life Plan-442---
Phelps Dunbar LLP Group Life Plan-398---
Phelps Dunbar Flexible Spending Plan-118---
Critical Illness Plan-166---
20196524$193,024,607$8,720,490$16,642iApproximate average salary by contribution assumption: employee only about $416,054 at 4% or $277,369 at 6%; with 50% employer match about $277,369 at 4% or $184,913 at 6%; with 100% employer match about $208,027 at 4% or $138,685 at 6%.
Phelps Dunbar LLP Retirement Plan-524$193,024,607$8,720,490$16,642iApproximate average salary by contribution assumption: employee only about $416,054 at 4% or $277,369 at 6%; with 50% employer match about $277,369 at 4% or $184,913 at 6%; with 100% employer match about $208,027 at 4% or $138,685 at 6%.
Phelps Dunbar LLP Group Long Term Disability-495---
Phelps Dunbar LLP Group Health and Life Plan-415---
Phelps Dunbar LLP Group Life Plan-387---
Phelps Dunbar Flexible Spending Plan-85---
Voluntary Dental/Vision Plan-358---
20186518$159,846,025$8,240,602$15,908iApproximate average salary by contribution assumption: employee only about $397,712 at 4% or $265,142 at 6%; with 50% employer match about $265,142 at 4% or $176,761 at 6%; with 100% employer match about $198,856 at 4% or $132,571 at 6%.
Phelps Dunbar LLP Retirement Plan-518$159,846,025$8,240,602$15,908iApproximate average salary by contribution assumption: employee only about $397,712 at 4% or $265,142 at 6%; with 50% employer match about $265,142 at 4% or $176,761 at 6%; with 100% employer match about $198,856 at 4% or $132,571 at 6%.
Phelps Dunbar LLP Group Life Plan-361---
Phelps Dunbar LLP Group Long Term Disability-480---
Phelps Dunbar Flexible Spending Plan-96---
Voluntary Dental/Vision Plan-339---
Phelps Dunbar LLP Group Health and Life Plan-399---
20176478$167,294,823$7,982,011$16,699iApproximate average salary by contribution assumption: employee only about $417,469 at 4% or $278,313 at 6%; with 50% employer match about $278,313 at 4% or $185,542 at 6%; with 100% employer match about $208,735 at 4% or $139,156 at 6%.
Phelps Dunbar LLP Retirement Plan-478$167,294,823$7,982,011$16,699iApproximate average salary by contribution assumption: employee only about $417,469 at 4% or $278,313 at 6%; with 50% employer match about $278,313 at 4% or $185,542 at 6%; with 100% employer match about $208,735 at 4% or $139,156 at 6%.
Phelps Dunbar Flexible Spending Plan-111---
Phelps Dunbar LLP Group Long Term Disability-460---
Phelps Dunbar LLP Group Life Plan-342---
Voluntary Dental/Vision Plan-332---
Phelps Dunbar LLP Group Health and Life Plan-387---
20166498$145,363,157$7,994,124$16,052iApproximate average salary by contribution assumption: employee only about $401,311 at 4% or $267,541 at 6%; with 50% employer match about $267,541 at 4% or $178,361 at 6%; with 100% employer match about $200,656 at 4% or $133,770 at 6%.
Phelps Dunbar LLP Retirement Plan-498$145,363,157$7,994,124$16,052iApproximate average salary by contribution assumption: employee only about $401,311 at 4% or $267,541 at 6%; with 50% employer match about $267,541 at 4% or $178,361 at 6%; with 100% employer match about $200,656 at 4% or $133,770 at 6%.
Phelps Dunbar Flexible Spending Plan-106---
Voluntary Dental/Vision Plan-330---
Phelps Dunbar LLP Group Health and Life Plan-397---
Phelps Dunbar LLP Group Life Plan-357---
Phelps Dunbar LLP Group Long Term Disability-463---
20156567$138,664,955$7,647,717$13,488iApproximate average salary by contribution assumption: employee only about $337,201 at 4% or $224,801 at 6%; with 50% employer match about $224,801 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
Phelps Dunbar LLP Retirement Plan-567$138,664,955$7,647,717$13,488iApproximate average salary by contribution assumption: employee only about $337,201 at 4% or $224,801 at 6%; with 50% employer match about $224,801 at 4% or $149,867 at 6%; with 100% employer match about $168,600 at 4% or $112,400 at 6%.
Phelps Dunbar Flexible Spending Plan-127---
Voluntary Dental/Vision Plan-354---
Phelps Dunbar LLP Group Health and Life Plan-404---
Phelps Dunbar LLP Group Life Plan-369---
Phelps Dunbar LLP Group Long Term Disability-480---
20145568$139,803,581$7,724,208$13,599iApproximate average salary by contribution assumption: employee only about $339,974 at 4% or $226,649 at 6%; with 50% employer match about $226,649 at 4% or $151,100 at 6%; with 100% employer match about $169,987 at 4% or $113,325 at 6%.
Phelps Dunbar LLP Retirement Plan-568$139,803,581$7,724,208$13,599iApproximate average salary by contribution assumption: employee only about $339,974 at 4% or $226,649 at 6%; with 50% employer match about $226,649 at 4% or $151,100 at 6%; with 100% employer match about $169,987 at 4% or $113,325 at 6%.
Phelps Dunbar LLP Group Health and Life Plan-415---
Phelps Dunbar LLP Group Life Plan-506---
Phelps Dunbar Flexible Spending Plan-109---
Voluntary Dental/Vision Plan-353---
20136605$132,933,951$7,607,002$12,574iApproximate average salary by contribution assumption: employee only about $314,339 at 4% or $209,559 at 6%; with 50% employer match about $209,559 at 4% or $139,706 at 6%; with 100% employer match about $157,169 at 4% or $104,780 at 6%.
Phelps Dunbar LLP Retirement Plan-596$132,933,951$7,607,002$12,763iApproximate average salary by contribution assumption: employee only about $319,086 at 4% or $212,724 at 6%; with 50% employer match about $212,724 at 4% or $141,816 at 6%; with 100% employer match about $159,543 at 4% or $106,362 at 6%.
Phelps Dunbar Flexible Spending Plan-111---
Voluntary Dental/Vision Plan-605---
Phelps Dunbar LLP Group Health and Life Plan-435---
Phelps Dunbar LLP Group Long Term Disability-519---
Phelps Dunbar LLP Group Life Plan-404---
20126561$110,043,693$7,457,604$13,293iApproximate average salary by contribution assumption: employee only about $332,335 at 4% or $221,557 at 6%; with 50% employer match about $221,557 at 4% or $147,705 at 6%; with 100% employer match about $166,168 at 4% or $110,778 at 6%.
Phelps Dunbar LLP Retirement Plan-558$110,043,693$7,457,604$13,365iApproximate average salary by contribution assumption: employee only about $334,122 at 4% or $222,748 at 6%; with 50% employer match about $222,748 at 4% or $148,499 at 6%; with 100% employer match about $167,061 at 4% or $111,374 at 6%.
Phelps Dunbar Flexible Spending Plan-127---
Phelps Dunbar LLP Group Life Plan-544---
Voluntary Dental/Vision Plan-561---
Phelps Dunbar LLP Group Long Term Disability-531---
Phelps Dunbar LLP Group Health and Life Plan-442---
20117577$101,296,536$7,531,993$13,054iApproximate average salary by contribution assumption: employee only about $326,343 at 4% or $217,562 at 6%; with 50% employer match about $217,562 at 4% or $145,041 at 6%; with 100% employer match about $163,171 at 4% or $108,781 at 6%.
Phelps Dunbar LLP Retirement Plan-573$101,296,536$7,531,993$13,145iApproximate average salary by contribution assumption: employee only about $328,621 at 4% or $219,081 at 6%; with 50% employer match about $219,081 at 4% or $146,054 at 6%; with 100% employer match about $164,310 at 4% or $109,540 at 6%.
Phelps Dunbar Flexible Spending Plan-131---
Phelps Dunbar LLP Group Life Plan-440---
Critical Illness Plan-90---
Phelps Dunbar LLP Group Long Term Disability-554---
Phelps Dunbar LLP Group Health and Life Plan-462---
Voluntary Dental/Vision Plan-577---
20107636$100,435,911$7,982,767$12,552iApproximate average salary by contribution assumption: employee only about $313,788 at 4% or $209,192 at 6%; with 50% employer match about $209,192 at 4% or $139,461 at 6%; with 100% employer match about $156,894 at 4% or $104,596 at 6%.
Phelps Dunbar LLP Retirement Plan-636$100,435,911$7,982,767$12,552iApproximate average salary by contribution assumption: employee only about $313,788 at 4% or $209,192 at 6%; with 50% employer match about $209,192 at 4% or $139,461 at 6%; with 100% employer match about $156,894 at 4% or $104,596 at 6%.
Phelps Dunbar LLP Group Long Term Disability-580---
Critical Illness Plan-124---
Voluntary Dental/Vision Plan-615---
Phelps Dunbar LLP Group Health and Life Plan-459---
Phelps Dunbar LLP Group Life Plan-458---
Phelps Dunbar Flexible Spending Plan-154---
20096615$86,812,819$6,982,301$11,353iApproximate average salary by contribution assumption: employee only about $283,833 at 4% or $189,222 at 6%; with 50% employer match about $189,222 at 4% or $126,148 at 6%; with 100% employer match about $141,917 at 4% or $94,611 at 6%.
Phelps Dunbar LLP Retirement Plan-615$86,812,819$6,982,301$11,353iApproximate average salary by contribution assumption: employee only about $283,833 at 4% or $189,222 at 6%; with 50% employer match about $189,222 at 4% or $126,148 at 6%; with 100% employer match about $141,917 at 4% or $94,611 at 6%.
Phelps Dunbar LLP Group Health and Life Plan-443---
Phelps Dunbar LLP Group Life Plan-440---
Phelps Dunbar LLP Group Long Term Disability-542---
Voluntary Dental/Vision Plan-585---
Critical Illness Plan-114---
20084760$70,374,172$6,939,694$9,131iApproximate average salary by contribution assumption: employee only about $228,279 at 4% or $152,186 at 6%; with 50% employer match about $152,186 at 4% or $101,458 at 6%; with 100% employer match about $114,140 at 4% or $76,093 at 6%.
Phelps Dunbar LLP Retirement Plan-760$70,374,172$6,262,409$8,240iApproximate average salary by contribution assumption: employee only about $206,000 at 4% or $137,334 at 6%; with 50% employer match about $137,334 at 4% or $91,556 at 6%; with 100% employer match about $103,000 at 4% or $68,667 at 6%.
Phelps Dunbar LLP Associates 401K Plan-0-$677,285-
Phelps Dunbar LLP Group Life Plan-511---
Phelps Dunbar LLP Group Long Term Disability-539---
20075591$95,697,185$6,855,486$11,600iApproximate average salary by contribution assumption: employee only about $289,995 at 4% or $193,330 at 6%; with 50% employer match about $193,330 at 4% or $128,887 at 6%; with 100% employer match about $144,998 at 4% or $96,665 at 6%.
Phelps Dunbar LLP Retirement Plan-486$92,443,657$6,209,289$12,776iApproximate average salary by contribution assumption: employee only about $319,408 at 4% or $212,939 at 6%; with 50% employer match about $212,939 at 4% or $141,959 at 6%; with 100% employer match about $159,704 at 4% or $106,469 at 6%.
Phelps Dunbar LLP Associates 401K Plan-287$3,253,528$646,197$2,252iApproximate average salary by contribution assumption: employee only about $56,289 at 4% or $37,526 at 6%; with 50% employer match about $37,526 at 4% or $25,017 at 6%; with 100% employer match about $28,144 at 4% or $18,763 at 6%.
Phelps Dunbar LLP Group Life Plan-521---
Phelps Dunbar LLP Group Health and Life Plan-479---
Voluntary Dental/Vision Plan-591---
20065534$94,277,329$6,464,811$12,106iApproximate average salary by contribution assumption: employee only about $302,660 at 4% or $201,773 at 6%; with 50% employer match about $201,773 at 4% or $134,515 at 6%; with 100% employer match about $151,330 at 4% or $100,887 at 6%.
Phelps Dunbar LLP Retirement Plan-501$91,368,793$5,754,244$11,486iApproximate average salary by contribution assumption: employee only about $287,138 at 4% or $191,425 at 6%; with 50% employer match about $191,425 at 4% or $127,617 at 6%; with 100% employer match about $143,569 at 4% or $95,713 at 6%.
Phelps Dunbar LLP Associates 401K Plan-278$2,908,536$710,567$2,556iApproximate average salary by contribution assumption: employee only about $63,900 at 4% or $42,600 at 6%; with 50% employer match about $42,600 at 4% or $28,400 at 6%; with 100% employer match about $31,950 at 4% or $21,300 at 6%.
Voluntary Dental/Vision Plan-529---
Phelps Dunbar LLP Group Health and Life Plan-460---
Phelps Dunbar LLP Group Long Term Disability-534---
20055528$72,978,708$5,954,403$11,277iApproximate average salary by contribution assumption: employee only about $281,932 at 4% or $187,955 at 6%; with 50% employer match about $187,955 at 4% or $125,303 at 6%; with 100% employer match about $140,966 at 4% or $93,977 at 6%.
Voluntary Dental/Vision Plan-493---
Phelps Dunbar LLP Group Long Term Disability-528---
Phelps Dunbar LLP Group Health and Life Plan-460---
20046531$66,594,068$6,388,926$12,032iApproximate average salary by contribution assumption: employee only about $300,797 at 4% or $200,531 at 6%; with 50% employer match about $200,531 at 4% or $133,688 at 6%; with 100% employer match about $150,398 at 4% or $100,266 at 6%.
20036500$56,411,495$5,265,846$10,532iApproximate average salary by contribution assumption: employee only about $263,292 at 4% or $175,528 at 6%; with 50% employer match about $175,528 at 4% or $117,019 at 6%; with 100% employer match about $131,646 at 4% or $87,764 at 6%.
20026467$43,003,428$5,768,209$12,352iApproximate average salary by contribution assumption: employee only about $308,791 at 4% or $205,860 at 6%; with 50% employer match about $205,860 at 4% or $137,240 at 6%; with 100% employer match about $154,395 at 4% or $102,930 at 6%.
20016480$45,808,806$3,874,661$8,072iApproximate average salary by contribution assumption: employee only about $201,805 at 4% or $134,537 at 6%; with 50% employer match about $134,537 at 4% or $89,691 at 6%; with 100% employer match about $100,903 at 4% or $67,268 at 6%.
20005463$1,384,469$230,838$499iApproximate average salary by contribution assumption: employee only about $12,464 at 4% or $8,310 at 6%; with 50% employer match about $8,310 at 4% or $5,540 at 6%; with 100% employer match about $6,232 at 4% or $4,155 at 6%.
19995490$48,464,818$4,687,789$9,567iApproximate average salary by contribution assumption: employee only about $239,173 at 4% or $159,449 at 6%; with 50% employer match about $159,449 at 4% or $106,299 at 6%; with 100% employer match about $119,586 at 4% or $79,724 at 6%.