401(k) · DOL Form 5500 · 2022

Shafer, Troxell & Howe, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
53
Participants Small participant base
42nd
Percentile by assets National rank
$61,517
Avg per participant Low balance/head
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Official DOL plan name: Sth 401(k) Plan · Sponsored by Shafer, Troxell & Howe, Inc. · Maryland · Utilities

$3M in assets, 53 participants

Shafer, Troxell & Howe, Inc.'s Sth 401(k) Plan reported $3M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #112 in Utilities (738 peers)

Utilities sector rank

Within Utilities, Sth 401(k) Plan ranks #112 of 738 2022 filers by assets (16468% of the sector average)-$3M for 53 participants.

#112
in Utilities (738 peers)
-27.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sth 401(k) Plan's mid-pack asset rank among Utilities and all filers

Sth 401(k) Plan vs every filed plan by assets

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

$3,260,426 42nd percentile higher than 42% 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

Sth 401(k) 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. Sth 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 520974141 · Shafer, Troxell & Howe, Inc. PY 2022 · 401(k)

Sth 401(k) Plan · $3M · 53 · 42nd

  • 5500 $3M
  • 5500 53
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Mountain West Group 401(k) Plan
  • 5500 ind #112

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 Utilities retirement plans → · Plans in Maryland →

Sth 401(k) Plan in the asset neighbourhood

Sth 401(k) Plan$3MMountain West Group 401(k) PlanMountain West Group 401(k) P…$3MHillsboro Aviation 401(k) PlanHillsboro Aviation 401(k) Pl…$3MHealth Wright Products, Inc. 401(k) PlanHealth Wright Products, Inc.…$3MCatalyze, LLC 401(k) Retirement PlanCatalyze, LLC 401(k) Retirem…$3M
End-of-year total assets ($M) among Sth 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN520974141
Plan Effective Date1981-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Shafer, Troxell & Howe, Inc.)

Sponsor-wide plan assets over time

All Shafer, Troxell & Howe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.757424336574424% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.26M $4.88M ▲ +49.7%
Year Plans Participants Total Assets
2022 1 53 $3M
2023 1 44 $4M
2024 1 67 $5M

Nearby 401(k) Plans in Maryland

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

Sth 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Sth 401(k) Plan, Total assets ($B): 0.003260426 · Participants: 53Sth 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Sth 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Sth 401(k) Plan side-by-side with 3 peers →

Sth 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Mountain West Group 401(k) Plan in OR ($3M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Sth 401(k) Plan assets move in 2022? ▼
Sth 401(k) Plan declined sharply - down 27.6% during 2022, from $5M to $3M. Reported net income was -$1M.
How have Shafer, Troxell & Howe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shafer, Troxell & Howe, Inc.'s sponsor-wide assets grew 49.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Sth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mountain West Group 401(k) Plan in OR ($3M, 1,117 participants).
Which 401(k) plans cover a similar participant headcount to Sth 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 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 520974141.

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.