401(k) · DOL Form 5500 · 2022

Stockwell, Sievert, Viccellio, Clements & Shaddock 401(k) Plan

Data updated 2026-08-11

$18M
Total assets
45
Participants
76th
Percentile by assets
$405,534
Avg per participant
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Official DOL plan name: Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan · Sponsored by Stockwell, Sievert, Viccellio, Clements & Shaddock · Louisiana · Professional & Technical Services

$18M in assets, 45 participants

Stockwell, Sievert, Viccellio, Clements & Shaddock's Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported $18M in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 76th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 76th percentile by assets (of 139,126 plans)
  • #16,377 in Professional & Technical Services (21,562 peers)

Where Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan sits by assets

Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $18M for 45 participants (~$405,534/participant), down 28.3% in 2022.

$18M
total plan assets (2022 EOY)
45
covered participants
76th
percentile by assets (of 139,126 plans)
$405,534
avg assets per participant

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan sits by total assets

Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$18,249,022 Top 24% higher than 76% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Louisiana
Industry
Professional & Technical Services

Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan vs the 2022 asset distribution

By assets, Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan outranks 76% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$18M
Net Income-$7M
Employer EIN720289580
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stockwell, Sievert, Viccellio, Clements & Shaddock)

$16M$18M$20M$22M$24M 202220232024 $18.3M $22M ▲ +20.8%
Total plan assets by year, all Stockwell, Sievert, Viccellio, Clements & Shaddock plans on file
Year Plans Participants Total Assets
2022 1 45 $18M
2023 1 40 $22M
2024 1 44 $22M

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Stockwell, Sievert, …, Total assets ($B): 0.018249022 · Participants: 45Stockwell, Sievert, …Savings Plan of Ente…, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Ente…Ochsner Clinic Found…, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Found…Amedisys Holding, LL…, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LL…Louisiana Children's…, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's…Louisiana Health Ser…, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Ser…
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Stockwell, Sievert, Viccellio, Clements … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan assets move in 2022? ▼
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan declined sharply - down 28.3% during 2022, from $25M to $18M. Reported net income was -$7M.
How have Stockwell, Sievert, Viccellio, Clements & Shaddock plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stockwell, Sievert, Viccellio, Clements & Shaddock's sponsor-wide assets grew 20.8%, from $18M to $22M.
Where does Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Kiemle Hankins Company Employee 's 401(k) Plan in OH ($18M, 101 participants).

Next read for Stockwell, Sievert, Viccellio, Clements …

Scale reading

Ways to act on Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720289580.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.