401(k) · DOL Form 5500 · 2023
Breazeale, Sachse & Wilson 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $660,171
- 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
$81M in assets, 122 participants
Breazeale, Sachse & Wilson's Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan reported $81M in total assets and 122 participants in its 2023 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.
- #18,487 in Professional & Technical Services (20,321 peers)
Coverage in Louisiana
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan covers 122 participants in Louisiana, about 25% of the average Louisiana filer (state average ~495 per filing). Assets: $81M.
- #18,487
- in Professional & Technical Services (20,321 peers)
- +17.8%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
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 2023 · DOL Form 5500
$80,540,890 Top 10% higher than 90% 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
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan among mid-size filed plans by headcount
Plan-year 2023 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 (122 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan reported net income rose from -$19M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan end-of-year assets rose from $68M in the plan year 2022 filing to $81M in the plan year 2023 filing.
DOL schedule card
Filing strip 720442889 · Breazeale, Sachse & Wilson PY 2023 · 401(k)
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan · $81M · 122 · 90th
- TYPE $81M
- NET 122
- BOOK 90th
- VS-ST 401(k)
- BOY near Indiana Pipe Trades Defined Contribution Pension Plan
- SCH ind #18487
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) | $68M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $12M |
| 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.
- 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
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 Indiana Pipe Trades Defined Contribution Pension Plan in IN ($81M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Indiana Pipe Trades Defined Contribution Pension Plan (IN) $81M · 1,317
- Focus Brands LLC 401(k) Plan (GA) $81M · 1,718
- Auto-Chlor System, Inc. Profit Sharing and 401(k) Plan (CA) $81M · 737
- Fairbanks Morse Retirement Savings Plan (WI) $81M · 819
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- G & L Davis Meat Co. Inc. 401(k) Plan (NY) 122 · 0 off
- Lurre Construction 401(k) Plan (ID) 122 · 0 off
- Standard Printing Company of Canton 401(k) Profit Sharing Plan (OH) 122 · 0 off
- Entrada Therapeutics 401(k) Retirement Plan (MA) 122 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.