401(k) · DOL Form 5500 · 2022

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
6
Participants Small participant base
26th
Percentile by assets National rank
$180,246
Avg per participant Above avg balance/head
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Official DOL plan name: Shoemaker & Besser Insurance Group, Inc. 401(k) Plan · Sponsored by Shoemaker & Besser Insurance Group, Inc. · Pennsylvania · Finance & Insurance

$1M in assets, 6 participants

Shoemaker & Besser Insurance Group, Inc.'s Shoemaker & Besser Insurance Group, Inc. 401(k) Plan reported $1M in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,581 in Finance & Insurance (9,261 peers)

Shoemaker & Besser Insurance Group, Inc. multi-year trail

Shoemaker & Besser Insurance Group, Inc.'s plans moved +63.7% in assets from 2022 to 2024; this filing shows Shoemaker & Besser Insurance Group, Inc. 401(k) Plan at $1M / 6 participants.

#1,581
in Finance & Insurance (9,261 peers)
-20.9%
assets change YoY

The plan reported a net loss of $285K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan among the smaller filed plans by assets

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan vs every filed plan by assets

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

$1,081,474 26th percentile higher than 26% 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

Shoemaker & Besser Insurance Group, Inc. 401(k) 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. Shoemaker & Besser Insurance Group, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 231736518 · Shoemaker & Besser Insurance Group, Inc. PY 2022 · 401(k)

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan · $1M · 6 · 26th

  • PART $1M
  • TYPE 6
  • NET 26th
  • BOOK 401(k)
  • VS-ST near South Coast Children's Society, Inc. 401(k) Plan
  • BOY ind #1581

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 Pennsylvania →

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan in the asset neighbourhood

Shoemaker & Besser Insurance Group, Inc. 401(k) PlanShoemaker & Besser Insurance…$1MSouth Coast Children's Society, Inc. 401(k) PlanSouth Coast Children's Socie…$1MKens Enterprises, Inc. 401(k) PlanKens Enterprises, Inc. 401(k…$1MThe New Fulton Fish Market Cooperative at Hunts Point, Inc. 401(k) Profit Sharing PlanThe New Fulton Fish Market C…$1MAgrinetix Computing Systems, LLC 401(k) PlanAgrinetix Computing Systems,…$1M
End-of-year total assets ($M) among Shoemaker & Besser Insurance Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shoemaker & Besser Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shoemaker & Besser Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 63.72404699511962% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.08M $1.77M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $2M

Shoemaker & Besser Insurance Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$285K
Employer EIN231736518
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Shoemaker & Besser Insurance Group, Inc. 401(k) Plan, Total assets ($B): 0.001081474 · Participants: 6Shoemaker & Besser Insurance Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Shoemaker & Besser Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shoemaker & Besser Insurance Group, Inc. 401(k) Plan side-by-side with 3 peers →

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is South Coast Children's Society, Inc. 401(k) Plan in CA ($1M); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Shoemaker & Besser Insurance Group, Inc. 401(k) Plan assets move in 2022? ▼
Shoemaker & Besser Insurance Group, Inc. 401(k) Plan declined sharply - down 20.9% during 2022, from $1M to $1M. Reported net income was -$285K.
How have Shoemaker & Besser Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoemaker & Besser Insurance Group, Inc.'s sponsor-wide assets grew 63.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Shoemaker & Besser Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Coast Children's Society, Inc. 401(k) Plan in CA ($1M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Shoemaker & Besser Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 231736518.

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.