401(k) · DOL Form 5500 · 2022

Breazeale, Sachse & Wilson 401(k) Plan

Data updated 2026-08-11

$68M
Total assets
123
Participants
90th
Percentile by assets
$555,813
Avg per participant
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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.

  • 90th percentile by assets (of 139,126 plans)
  • #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.

$68M
total plan assets (2022 EOY)
123
covered participants
90th
percentile by assets (of 139,126 plans)
$555,813
avg assets per participant

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.

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan reports 123 participants - about 25% of that state average ($68M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$68M
Net Income-$19M
Employer EIN720442889
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Breazeale, Sachse & Wilson)

$65M$70M$75M$80M$85M 202220232024 $68.4M $81.7M ▲ +19.5%
Total plan assets by year, all Breazeale, Sachse & Wilson plans on file
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.

Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Breazeale, Sachse & …Savings Plan of Ente…Ochsner Clinic Found…Amedisys Holding, LL…Louisiana Children's…Louisiana Health Ser…
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan by total assets, not by location.

Frequently Asked Questions

How did Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan assets move in 2022?
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan declined sharply - down 22.1% during 2022, from $88M to $68M. Reported net income was -$19M.
How have Breazeale, Sachse & Wilson plan assets changed over time?
Across 3 plan years on file (2022-2024), Breazeale, Sachse & Wilson's sponsor-wide assets grew 19.5%, from $68M to $82M.
Where does Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan rank by assets among Form 5500 filers?
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan?
Among 401(k) plans in other states, the closest by assets is Team Brandt, LLC 401(k) and Profit Sharing Plan in IL ($68M, 565 participants).

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Filing takeaways

Ways to act on Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan's numbers.