401(k) · DOL Form 5500 · 2022
Samuel Shapiro & Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 134
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $107,680
- Avg per participant Below avg balance/head
Official DOL plan name: Samuel Shapiro & Co., Inc. Profit Sharing Trust · Sponsored by Samuel Shapiro & Co., Inc. · Maryland · Transportation & Warehousing
$14M in assets, 134 participants
Samuel Shapiro & Co., Inc.'s Samuel Shapiro & Co., Inc. Profit Sharing Trust reported $14M in total assets and 134 participants in its 2022 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.
- #2,839 in Transportation & Warehousing (3,876 peers)
Coverage in Maryland
Samuel Shapiro & Co., Inc. Profit Sharing Trust covers 134 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $14M.
- #2,839
- in Transportation & Warehousing (3,876 peers)
- -13.1%
- 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.
Samuel Shapiro & Co., Inc. Profit Sharing Trust's outsized position by total assets
Samuel Shapiro & Co., Inc. Profit Sharing Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,429,132 Top 28% higher than 72% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Samuel Shapiro & Co., Inc. Profit Sharing Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Samuel Shapiro & Co., Inc. Profit Sharing Trust sits mid-pack in the medium band (134 participants).
DOL schedule card
Filing strip 520481650 · Samuel Shapiro & Co., Inc. PY 2022 · 401(k)
Samuel Shapiro & Co., Inc. Profit Sharing Trust · $14M · 134 · 72nd
- PART $14M
- TYPE 134
- NET 72nd
- BOOK 401(k)
- VS-ST near A Beka Book, Inc. 401(k) Retirement Plan
- BOY ind #2839
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 Transportation & Warehousing retirement plans → · Plans in Maryland →
Samuel Shapiro & Co., Inc. Profit Sharing Trust in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 520481650 |
| Plan Effective Date | 1962-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Samuel Shapiro & Co., Inc.)
Sponsor-wide plan assets over time
All Samuel Shapiro & Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 21.320346920383017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 134 | $14M |
| 2023 | 1 | 151 | $17M |
| 2024 | 1 | 133 | $18M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Samuel Shapiro & Co., Inc. Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is A Beka Book, Inc. 401(k) Retirement Plan in FL ($14M); by covered participants it is The Blain Companies 401(k) Profit Sharing Plan in MS (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- A Beka Book, Inc. 401(k) Retirement Plan (FL) $14M · 211
- Choice Investments Savings Plan (WV) $14M · 362
- Keeneland Association, Inc. 401(k) Plan (KY) $14M · 345
- Marcone Appliance Parts Center 401(k) Profit Sharing Plan (MO) $14M · 1,738
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- The Blain Companies 401(k) Profit Sharing Plan (MS) 134 · 0 off
- Hopper Ventures, Inc. 401(k) Plan (TX) 134 · 0 off
- Hemmersbach US, LLC 401(k) Plan (FL) 134 · 0 off
- R.W. Garcia Co., Inc. 401(k) Profit Sharing Plan & Trust (CA) 134 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.