401(k) · DOL Form 5500 · 2022
Breazeale, Sachse & Wilson 401(k) Plan
Data updated 2026-08-25
- $68M
- Total assets Below avg plan size
- 123
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $555,813
- Avg per participant High balance/head
Official DOL plan name: Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan · Sponsored by Breazeale, Sachse & Wilson · Louisiana · Professional & Technical Services
$68M in assets, 123 participants
Breazeale, Sachse & Wilson's Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan reported $68M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #19,736 in Professional & Technical Services (21,562 peers)
Coverage in Louisiana
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan covers 123 participants in Louisiana, about 25% of the average Louisiana filer (state average ~495 per filing). Assets: $68M.
- #19,736
- in Professional & Technical Services (21,562 peers)
- -22.1%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan's outsized position by total assets
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$68,364,962 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan sits mid-pack in the medium band (123 participants).
Published 5500 schedule card
Filing strip 720442889 · Breazeale, Sachse & Wilson PY 2022 · 401(k)
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan · $68M · 123 · 90th
- TYPE $68M
- NET 123
- BOOK 90th
- VS-ST 401(k)
- BOY near Team Brandt, LLC 401(k) and Profit Sharing Plan
- SCH ind #19736
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in Louisiana →
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$19M |
| Employer EIN | 720442889 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Breazeale, Sachse & Wilson)
Sponsor-wide plan assets over time
All Breazeale, Sachse & Wilson plans reported in each filing year
- Latest sponsor-wide plan assets
- $82M 19.472552328779177% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $68M |
| 2023 | 1 | 122 | $81M |
| 2024 | 1 | 122 | $82M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Savings Plan of Entergy Corporation and Subsidiaries $3.4B · 11,580
- Ochsner Clinic Foundation 401(k) Plan $1.9B · 23,072
- Amedisys Holding, LLC 401(k) Plan $718M · 20,184
- Louisiana Children's Medical Center Retirement and Savings Plan $716M · 12,675
- Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program $491M · 3,660
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Team Brandt, LLC 401(k) and Profit Sharing Plan in IL ($68M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($68M here).
- Team Brandt, LLC 401(k) and Profit Sharing Plan (IL) $68M · 565
- Scholle Corporation Employees' 401(k) Savings Plan (IL) $68M · 834
- Academy of Art University 401(k) Retirement Plan (CA) $68M · 1,207
- Legends 401(k) Profit Sharing Plan (NY) $68M · 11,775
Similar participant headcount
Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.
- Employment Background Investigations, Inc. 401(k) Plan (MD) 123 · 0 off
- Patina Solutions Group Inc. 401(k) Profit Sharing Plan (WI) 123 · 0 off
- Ahccms 401(k) Plan (AZ) 123 · 0 off
- Solar Innovations, Inc. - 401(k) Profit Sharing Plan (PA) 123 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.