401(k) · DOL Form 5500 · 2024

Taylor, Wellons, Politz & Duhe LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets: 124
Participants Small participant base: 74th
Percentile by assets National rank: $200,254
Avg per participant Above avg balance/head

Official DOL plan name: Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan · Sponsored by Taylor, Wellons, Politz & Duhe LLC · Louisiana · Professional & Technical Services

$25M in assets, 124 participants

Taylor, Wellons, Politz & Duhe LLC's Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan reported $25M in total assets and 124 participants in its 2024 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.

#14,919 in Professional & Technical Services (20,173 peers)

Coverage in Louisiana

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan covers 124 participants in Louisiana, about 25% of the average Louisiana filer (state average ~495 per filing). Assets: $25M.

#14,919
in Professional & Technical Services (20,173 peers): +16.4%
assets growth YoY

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan's outsized position by total assets

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,831,475 Top 26% higher than 74% 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

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing 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. Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (124 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 873829912 · Taylor, Wellons, Politz & Duhe LLC PY 2024 · 401(k)

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan · $25M · 124 · 74th

PHOTO $25M
IND 124
EOY 74th
5500 401(k)
ASSETS near Onboard Partners 401(k) Plan
PCT ind #14919

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 →

End-of-year total assets ($M) among Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$25M
Net Income	$4M
Employer EIN	873829912
Plan Effective Date	2014-10-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

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

Compare Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Taylor, Wellons, Politz & Duhe LLC 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 Onboard Partners 401(k) Plan in MA ($25M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Onboard Partners 401(k) Plan (MA) $25M · 92
Chancelight Inc 401(k) Profit Sharing Plan & Trust (TN) $25M · 1,250
Diagnostic Radiology Consultants, P.a. Profit Sharing Plan (TN) $25M · 144
Ionq 401(k) Plan (MD) $25M · 315

Similar participant headcount

Nearest other-state filings by covered participants (124 participants); asset peers above are excluded.

General Aviation Flying Services, Inc. 401(k) Plan (NJ) 124 · 0 off
Rentalmax 401(k) Retirement Plan (IL) 124 · 0 off
Northcentral Electric Cooperative 401(k) Pension Plan (MS) 124 · 0 off
Advanced Medical Pricing Solutions 401(k) Profit Sharing Pla (GA) 124 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan assets move in 2024? ▼

Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan grew sharply - up 16.4% during 2024, from $21M to $25M. Reported net income was $4M.

Which 401(k) plans are similar in size to Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Onboard Partners 401(k) Plan in MA ($25M, 92 participants).

Which 401(k) plans cover a similar participant headcount to Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 873829912.