401(k) · DOL Form 5500 · 2022
Shields Insurance Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $189K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $63,120
- Avg per participant Low balance/head
Official DOL plan name: Shields Insurance Group Retirement Plan · Sponsored by Shields Insurance Group, Inc. · Illinois · Finance & Insurance
$189K in assets, 3 participants
Shields Insurance Group, Inc.'s Shields Insurance Group Retirement Plan reported $189K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.
- #593 in Finance & Insurance (9,261 peers)
Shields Insurance Group, Inc. multi-year trail
Shields Insurance Group, Inc.'s plans moved +65.5% in assets from 2022 to 2024; this filing shows Shields Insurance Group Retirement Plan at $189K / 3 participants.
- #593
- in Finance & Insurance (9,261 peers)
- +36.1%
- assets growth YoY
Shields Insurance Group Retirement Plan among the smaller filed plans by assets
Shields Insurance Group Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$189,360 10th percentile higher than 10% 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
Shields Insurance Group Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shields Insurance Group Retirement Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 810999553 · Shields Insurance Group, Inc. PY 2022 · 401(k)
Shields Insurance Group Retirement Plan · $189K · 3 · 10th
- SCH $189K
- EBSA 3
- PART 10th
- TYPE 401(k)
- NET near Painting by Pierson Inc. Retirement Plan
- BOOK ind #593
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 Illinois →
Shields Insurance Group Retirement Plan in the asset neighbourhood
Shields Insurance Group, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shields Insurance Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $313K 65.48848753696662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $189K |
| 2023 | 1 | 3 | $244K |
| 2024 | 1 | 3 | $313K |
Shields Insurance Group, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $139K |
|---|---|
| Net Assets (End of Year) | $189K |
| Net Income | $50K |
| Employer EIN | 810999553 |
| Plan Effective Date | 2016-01-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Shields Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Painting by Pierson Inc. Retirement Plan in NC ($189K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.