401(k) · DOL Form 5500 · 2024
Taylor, Wellons, Politz & Duhe LLC 401(k) Plan
Data updated 2026-08-11
- $25M
- Total assets
- 124
- Participants
- 74th
- Percentile by assets
- $200,254
- Avg per participant
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.
- 74th percentile by assets (of 123,622 plans)
- #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.
- $25M
- total plan assets (2024 EOY)
- 124
- covered participants
- 74th
- percentile by assets (of 123,622 plans)
- $200,254
- avg assets per participant
Where Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan sits 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
Participants vs Louisiana filers
In Louisiana, the average filing covers about 495 participants across 1,155 plans. Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan reports 124 participants - about 25% of that state average ($25M EOY assets).
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.
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan's numbers.
- By total assets, Taylor, Wellons, Politz & Duhe LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Louisiana. Compare plans