401(k) · DOL Form 5500 · 2024
Stockwell, Sievert, Viccellio, Clements & Shaddock 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $500,976
- 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, 44 participants
Stockwell, Sievert, Viccellio, Clements & Shaddock's Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported $22M in total assets and 44 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,447 in Professional & Technical Services (20,173 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 / 44 participants.
- #14,447
- in Professional & Technical Services (20,173 peers)
- +1.7%
- 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 2024 · DOL Form 5500
$22,042,935 Top 28% higher than 72% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 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 (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $370K in the plan year 2024 filing.
- Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan reported participants rose from 40 in the plan year 2023 filing to 44 in the plan year 2024 filing.
- Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 720289580 · Stockwell, Sievert, Viccellio, Clements & Shaddock PY 2024 · 401(k)
Stockwell, Sievert, Viccellio, Clements & Shaddock, LLP 401(k) Profit Sharing Plan · $22M · 44 · 72nd
- IND $22M
- IND 44
- IND 72nd
- IND 401(k)
- IND near Mg Engineering Dpc 401(k) Profit Sharing Plan and Trust
- IND ind #14447
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 (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $370K |
| 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 $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
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 Mg Engineering Dpc 401(k) Profit Sharing Plan and Trust in NY ($22M); by covered participants it is Hamilton-Ryker It Solutions, LLC 401(k) Plan in TN (44 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 (44 participants); asset peers above are excluded.
- Hamilton-Ryker It Solutions, LLC 401(k) Plan (TN) 44 · 0 off
- The Republic Mortgage Insurance Company and Affiliated Companies Profit Sharing Plan (IL) 44 · 0 off
- Vanguard Properties Inc 401(k) Profit Sharing Plan & Trust (GA) 44 · 0 off
- B & B Medical Services Inc 401(k) Profit Sharing Plan & Trust (OK) 44 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.