401(k) · DOL Form 5500 · 2024
Breazeale, Sachse & Wilson 401(k) Plan
Data updated 2026-08-25
- $82M
- Total assets Below avg plan size
- 122
- Participants Small participant base
- 89th
- Percentile by assets National rank
- $669,487
- 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
$82M in assets, 122 participants
Breazeale, Sachse & Wilson's Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan reported $82M in total assets and 122 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #18,158 in Professional & Technical Services (20,173 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: $82M.
- #18,158
- in Professional & Technical Services (20,173 peers)
- +1.4%
- 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 2024 · DOL Form 5500
$81,677,365 Top 11% higher than 89% 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
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan among mid-size filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan reported net income fell from $12M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan end-of-year assets rose from $81M in the plan year 2023 filing to $82M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 720442889 · Breazeale, Sachse & Wilson PY 2024 · 401(k)
Breazeale, Sachse & Wilson, L.L.P. 401(k) Retirement Plan and Trust Plan · $82M · 122 · 89th
- VS-ST $82M
- VS-ST 122
- VS-ST 89th
- VS-ST 401(k)
- VS-ST near Cambridge Investment Group Retirement Plan
- VS-ST ind #18158
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) | $81M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | $1M |
| 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 $7.3B · 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
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 Cambridge Investment Group Retirement Plan in IA ($82M); by covered participants it is Assertio Management, LLC 401(k) Retirement Plan in IL (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($82M here).
- Cambridge Investment Group Retirement Plan (IA) $82M · 933
- Zidell Employees Profit Sharing / 401(k) Plan (OR) $82M · 139
- Lifecore Biomedical 401(k) Plan (MN) $82M · 493
- Amicus Therapeutics, Inc. 401(k) Plan (NJ) $82M · 296
Similar participant headcount
Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.
- Assertio Management, LLC 401(k) Retirement Plan (IL) 122 · 0 off
- Canvas 401(k) Plan (VA) 122 · 0 off
- Amg, Inc 401(k) Plan (VA) 122 · 0 off
- Lower West Side Household Services Non-Union Retirement Plan (NY) 122 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.