401(k) · DOL Form 5500 · 2023
Stockwell, Sievert, Viccellio, Clements & Shaddock 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 40
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $541,829
- Avg per participant High balance/head
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
$22M in assets, 40 participants
Stockwell, Sievert, Viccellio, Clements & Shaddock's Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported $22M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #15,056 in Professional & Technical Services (20,321 peers)
Stockwell, Sievert, Viccellio, Clements & Shaddock multi-year trail
Stockwell, Sievert, Viccellio, Clements & Shaddock's plans moved +20.8% in assets from 2022 to 2024; this filing shows Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan at $22M / 40 participants.
- #15,056
- in Professional & Technical Services (20,321 peers)
- +18.8%
- assets growth YoY
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan's outsized position 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 2023 · DOL Form 5500
$21,673,170 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing 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. Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan is a small filing (40 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported participants fell from 45 in the plan year 2022 filing to 40 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 720289580 · Stockwell, Sievert, Viccellio, Clements & Shaddock PY 2023 · 401(k)
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan · $22M · 40 · 74th
- PHOTO $22M
- PHOTO 40
- PHOTO 74th
- PHOTO 401(k)
- PHOTO near Primecare Medical, Inc. Employees Retirement Plan
- PHOTO ind #15056
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 →
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan in the asset neighbourhood
Stockwell, Sievert, Viccellio, Clements & Shaddock multi-year asset trail
Sponsor-wide plan assets over time
All Stockwell, Sievert, Viccellio, Clements & Shaddock plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 20.789678482496214% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $18M |
| 2023 | 1 | 40 | $22M |
| 2024 | 1 | 44 | $22M |
Stockwell, Sievert, Viccellio, Clements & Shaddock filing trail (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $3M |
| Employer EIN | 720289580 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Primecare Medical, Inc. Employees Retirement Plan in PA ($22M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (40 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.