401(k) · DOL Form 5500 · 2022

I.E. Shaffer & Co. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
63
Participants Small participant base
79th
Percentile by assets National rank
$364,976
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing & Savings Plan - I. E. Shaffer & Co. · Sponsored by I.E. Shaffer & Co. · New Jersey · Professional & Technical Services

$23M in assets, 63 participants

I.E. Shaffer & Co.'s Profit Sharing & Savings Plan - I. E. Shaffer & Co. reported $23M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,162 in Professional & Technical Services (21,562 peers)

Where Profit Sharing & Savings Plan - I. E. Shaffer & Co. sits by assets

Profit Sharing & Savings Plan - I. E. Shaffer & Co. sits in the top quartile of all filed plans by assets, $23M for 63 participants (~$364,976/participant), down 8.6% in 2022.

#17,162
in Professional & Technical Services (21,562 peers)
-8.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Profit Sharing & Savings Plan - I. E. Shaffer & Co.'s outsized position by total assets

Profit Sharing & Savings Plan - I. E. Shaffer & Co. vs every filed plan by assets

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

$22,993,511 Top 21% higher than 79% 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

Profit Sharing & Savings Plan - I. E. Shaffer & Co. among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing & Savings Plan - I. E. Shaffer & Co. is a small filing (63 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 221750854 · I.E. Shaffer & Co. PY 2022 · 401(k)

Profit Sharing & Savings Plan - I. E. Shaffer & Co. · $23M · 63 · 79th

  • PCT $23M
  • PCT 63
  • PCT 79th
  • PCT 401(k)
  • PCT near Smith Industries, Inc. Profit Sharing Plan
  • PCT ind #17162

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Profit Sharing & Savings Plan - I. E. Shaffer & Co. in the asset neighbourhood

Erdman Company Employees Profit Sharing/401(k) PlanErdman Company Employees Pro…$23MProfit Sharing & Savings Plan - I. E. Shaffer & Co.Profit Sharing & Savings Pla…$23MSmith Industries, Inc. Profit Sharing PlanSmith Industries, Inc. Profi…$23MBlauer Manufacturing Co., Inc. 401(k) Retirement PlanBlauer Manufacturing Co., In…$23MKansas Orthopaedic Center, P.a. 401(k) PlanKansas Orthopaedic Center, P…$23M
End-of-year total assets ($M) among Profit Sharing & Savings Plan - I. E. Shaffer & Co. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$23M
Net Income-$2M
Employer EIN221750854
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I.E. Shaffer & Co.)

Sponsor-wide plan assets over time

All I.E. Shaffer & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1.3277815085378837% vs 2022
2024 filing year
$26.5M$27M$27.5M$28M$28.5M 202220232024 $27M $26.7M ▼ -1.3%
Year Plans Participants Total Assets
2022 2 121 $27M
2023 2 123 $28M
2024 2 134 $27M

Nearby 401(k) Plans in New Jersey

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

Profit Sharing & Savings Plan - I. E. Shaffer & Co. vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Profit Sharing & Savings Plan - I. E. Shaffer & Co., Total assets ($B): 0.022993511 · Participants: 63Profit Sharing & Savings Plan - I. E. Shaffer & Co.JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Profit Sharing & Savings Plan - I. E. Shaffer & Co. vs. nearby 401(k) plans in New Jersey, assets vs. participants

Profit Sharing & Savings Plan - I. E. Shaffer & Co.'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Smith Industries, Inc. Profit Sharing Plan in AL ($23M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

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 Profit Sharing & Savings Plan - I. E. Shaffer & Co. assets move in 2022?
Profit Sharing & Savings Plan - I. E. Shaffer & Co. pulled back noticeably - down 8.6% during 2022, from $25M to $23M. Reported net income was -$2M.
How have I.E. Shaffer & Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), I.E. Shaffer & Co.'s sponsor-wide assets declined 1.3%, from $27M to $27M.
Where does Profit Sharing & Savings Plan - I. E. Shaffer & Co. rank by assets among Form 5500 filers?
Profit Sharing & Savings Plan - I. E. Shaffer & Co. ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing & Savings Plan - I. E. Shaffer & Co.?
Among 401(k) plans in other states, the closest by assets is Smith Industries, Inc. Profit Sharing Plan in AL ($23M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing & Savings Plan - I. E. Shaffer & Co.?
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).