401(k) · DOL Form 5500 · 2022
Neville Rodie & Shaw Inc 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $821,989
- Avg per participant High balance/head
Official DOL plan name: Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Neville Rodie & Shaw Inc · New York · Finance & Insurance
$12M in assets, 15 participants
Neville Rodie & Shaw Inc's Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 15 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.
- #4,897 in Finance & Insurance (9,261 peers)
Neville Rodie & Shaw Inc multi-year trail
Neville Rodie & Shaw Inc's plans moved +57.6% in assets from 2022 to 2024; this filing shows Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust at $12M / 15 participants.
- #4,897
- in Finance & Insurance (9,261 peers)
- -30.6%
- assets change YoY
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,329,834 Top 31% higher than 69% 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
Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 132571744 · Neville Rodie & Shaw Inc PY 2022 · 401(k)
Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust · $12M · 15 · 69th
- EOY $12M
- 5500 15
- ASSETS 69th
- PCT 401(k)
- EIN near Giti Tire USA Ltd 401(k) Profit Sharing Plan and Trust
- RANK ind #4897
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 Finance & Insurance retirement plans → · Plans in New York →
Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Neville Rodie & Shaw Inc multi-year asset trail
Sponsor-wide plan assets over time
All Neville Rodie & Shaw Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 57.568569049672526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $12M |
| 2023 | 1 | 14 | $16M |
| 2024 | 1 | 14 | $19M |
Neville Rodie & Shaw Inc filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$5M |
| Employer EIN | 132571744 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Neville Rodie & Shaw Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Giti Tire USA Ltd 401(k) Profit Sharing Plan and Trust in CA ($12M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.