401(k) · DOL Form 5500 · 2022

Udall Shumway PLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
85
Participants Small participant base
69th
Percentile by assets National rank
$145,251
Avg per participant Above avg balance/head
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Official DOL plan name: Udall Shumway PLC 401(k) Profit Sharing Plan · Sponsored by Udall Shumway PLC · Arizona · Professional & Technical Services

$12M in assets, 85 participants

Udall Shumway PLC's Udall Shumway PLC 401(k) Profit Sharing Plan reported $12M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #14,733 in Professional & Technical Services (21,562 peers)

Udall Shumway PLC multi-year trail

Udall Shumway PLC's plans moved +16.6% in assets from 2022 to 2024; this filing shows Udall Shumway PLC 401(k) Profit Sharing Plan at $12M / 85 participants.

#14,733
in Professional & Technical Services (21,562 peers)
-14.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Udall Shumway PLC 401(k) Profit Sharing Plan's outsized position by total assets

Udall Shumway PLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,346,300 Top 31% higher than 69% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Udall Shumway PLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Udall Shumway PLC 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 030500527 · Udall Shumway PLC PY 2022 · 401(k)

Udall Shumway PLC 401(k) Profit Sharing Plan · $12M · 85 · 69th

  • RANK $12M
  • PHOTO 85
  • IND 69th
  • EOY 401(k)
  • 5500 near Associated Brigham Contractors Inc. 401(k) Plan
  • ASSETS ind #14733

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 Arizona →

Udall Shumway PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Udall Shumway PLC 401(k) Profit Sharing PlanUdall Shumway PLC 401(k) Pro…$12MAssociated Brigham Contractors Inc. 401(k) PlanAssociated Brigham Contracto…$12MFire Mountain Gems & Beads Inc 401(k) PlanFire Mountain Gems & Beads I…$12MCabrillo Cardiology Medical Group, Inc. 401(k) Profit Sharing PlanCabrillo Cardiology Medical …$12MLarson Motors, Inc. 401(k) PlanLarson Motors, Inc. 401(k) P…$12M
End-of-year total assets ($M) among Udall Shumway PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Udall Shumway PLC multi-year asset trail

Sponsor-wide plan assets over time

All Udall Shumway PLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.58807092003272% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.4M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 85 $12M
2023 1 85 $13M
2024 1 52 $14M

Udall Shumway PLC filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN030500527
Plan Effective Date1978-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Udall Shumway PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Udall Shumway PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.0123463 · Participants: 85Udall Shumway PLC 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Udall Shumway PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Udall Shumway PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Udall Shumway PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Associated Brigham Contractors Inc. 401(k) Plan in UT ($12M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Udall Shumway PLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Udall Shumway PLC 401(k) Profit Sharing Plan pulled back noticeably - down 14.4% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Udall Shumway PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Udall Shumway PLC's sponsor-wide assets grew 16.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Udall Shumway PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Associated Brigham Contractors Inc. 401(k) Plan in UT ($12M, 469 participants).
Which 401(k) plans cover a similar participant headcount to Udall Shumway PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030500527.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.