401(k) · DOL Form 5500 · 2023

Bourland, Wall & Wenzel, P.C. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
54
Participants Small participant base
70th
Percentile by assets National rank
$321,411
Avg per participant High balance/head
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Official DOL plan name: Bourland, Wall & Wenzel, P.C. 401(k) Plan · Sponsored by Bourland, Wall & Wenzel, P.C. · Texas · Professional & Technical Services

$17M in assets, 54 participants

Bourland, Wall & Wenzel, P.C.'s Bourland, Wall & Wenzel, P.C. 401(k) Plan reported $17M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,127 in Professional & Technical Services (20,321 peers)

Bourland, Wall & Wenzel, P.C. multi-year trail

Bourland, Wall & Wenzel, P.C.'s plans moved +31.6% in assets from 2022 to 2024; this filing shows Bourland, Wall & Wenzel, P.C. 401(k) Plan at $17M / 54 participants.

#14,127
in Professional & Technical Services (20,321 peers)
+13.0%
assets growth YoY

Bourland, Wall & Wenzel, P.C. 401(k) Plan's outsized position by total assets

Bourland, Wall & Wenzel, P.C. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,356,215 Top 30% higher than 70% of 127,068 filed plans

This plan $0 $2,050,000,000 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 2023

Bourland, Wall & Wenzel, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bourland, Wall & Wenzel, P.C. 401(k) Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bourland, Wall & Wenzel, P.C. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bourland, Wall & Wenzel, P.C. 401(k) Plan reported participants rose from 45 in the plan year 2022 filing to 54 in the plan year 2023 filing.
  • Bourland, Wall & Wenzel, P.C. 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751859010 · Bourland, Wall & Wenzel, P.C. PY 2023 · 401(k)

Bourland, Wall & Wenzel, P.C. 401(k) Plan · $17M · 54 · 70th

  • EBSA $17M
  • PART 54
  • TYPE 70th
  • NET 401(k)
  • BOOK near K.B.C Group, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #14127

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 Texas →

Bourland, Wall & Wenzel, P.C. 401(k) Plan in the asset neighbourhood

Bourland, Wall & Wenzel, P.C. 401(k) PlanBourland, Wall & Wenzel, P.C…$17MK.B.C Group, Inc. 401(k) Profit Sharing PlanK.B.C Group, Inc. 401(k) Pro…$17MRaci 401(k) Plan$17MMainline Merion 401(k) Plan$17MCary Street Partners Financial LLC 401(k) PlanCary Street Partners Financi…$17M
End-of-year total assets ($M) among Bourland, Wall & Wenzel, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bourland, Wall & Wenzel, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Bourland, Wall & Wenzel, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 31.617650360552435% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.4M $20.2M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 45 $15M
2023 1 54 $17M
2024 1 50 $20M

Bourland, Wall & Wenzel, P.C. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN751859010
Plan Effective Date1993-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Bourland, Wall & Wenzel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Bourland, Wall & Wenzel, P.C. 401(k) Plan, Total assets ($B): 0.017356215 · Participants: 54Bourland, Wall & Wenzel, P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Bourland, Wall & Wenzel, P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Bourland, Wall & Wenzel, P.C. 401(k) Plan side-by-side with 3 peers →

Bourland, Wall & Wenzel, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is K.B.C Group, Inc. 401(k) Profit Sharing Plan in IA ($17M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bourland, Wall & Wenzel, P.C. 401(k) Plan assets move in 2023? ▼
Bourland, Wall & Wenzel, P.C. 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $15M to $17M. Reported net income was $2M.
How have Bourland, Wall & Wenzel, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bourland, Wall & Wenzel, P.C.'s sponsor-wide assets grew 31.6%, from $15M to $20M.
Which 401(k) plans are similar in size to Bourland, Wall & Wenzel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is K.B.C Group, Inc. 401(k) Profit Sharing Plan in IA ($17M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Bourland, Wall & Wenzel, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 751859010.

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.