401(k) · DOL Form 5500 · 2022

Shockey Companies 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
107
Participants Small participant base
85th
Percentile by assets National rank
$328,363
Avg per participant High balance/head
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Official DOL plan name: 401(k)/Profit Sharing Retirement Plan of the Shockey Companies · Sponsored by Shockey Companies · Virginia · Construction

$35M in assets, 107 participants

Shockey Companies's 401(k)/Profit Sharing Retirement Plan of the Shockey Companies reported $35M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,278 in Construction (9,927 peers)

Coverage in Virginia

401(k)/Profit Sharing Retirement Plan of the Shockey Companies covers 107 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $35M.

#8,278
in Construction (9,927 peers)
-18.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k)/Profit Sharing Retirement Plan of the Shockey Companies's outsized position by total assets

401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs every filed plan by assets

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

$35,134,824 Top 15% higher than 85% 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

401(k)/Profit Sharing Retirement Plan of the Shockey Companies among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k)/Profit Sharing Retirement Plan of the Shockey Companies sits mid-pack in the medium band (107 participants).

Plan-year Form 5500 strip

Filing strip 540975725 · Shockey Companies PY 2022 · 401(k)

401(k)/Profit Sharing Retirement Plan of the Shockey Companies · $35M · 107 · 85th

  • NET $35M
  • NET 107
  • NET 85th
  • NET 401(k)
  • NET near Mcwane Hourly 401(k) Retirement Plan
  • NET ind #8278

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 Construction retirement plans → · Plans in Virginia →

401(k)/Profit Sharing Retirement Plan of the Shockey Companies in the asset neighbourhood

Consumers Cooperative Credit Union 401(k) Plan and TrustConsumers Cooperative Credit…$35M401(k)/Profit Sharing Retirement Plan of the Shockey Companies401(k)/Profit Sharing Retire…$35MMcwane Hourly 401(k) Retirement PlanMcwane Hourly 401(k) Retirem…$35MTrafigura Trading LLC Retirement Savings PlanTrafigura Trading LLC Retire…$35MF.H. Paschen Companies Retirement Savings PlanF.H. Paschen Companies Retir…$35M
End-of-year total assets ($M) among 401(k)/Profit Sharing Retirement Plan of the Shockey Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$35M
Net Income-$8M
Employer EIN540975725
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shockey Companies)

Sponsor-wide plan assets over time

All Shockey Companies plans reported in each filing year

Latest sponsor-wide plan assets
$42M 18.898230428022067% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.1M $41.8M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 107 $35M
2023 1 105 $41M
2024 1 106 $42M

Nearby 401(k) Plans in Virginia

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

401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants 401(k)/Profit Sharing Retirement Plan of the Shockey Companies, Total assets ($B): 0.035134824 · Participants: 107401(k)/Profit Sharing Retirement Plan of the Shockey CompaniesNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare 401(k)/Profit Sharing Retirement Plan of the Shockey Companies side-by-side with 3 peers →

401(k)/Profit Sharing Retirement Plan of the Shockey Companies's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Mcwane Hourly 401(k) Retirement Plan in AL ($35M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 401(k)/Profit Sharing Retirement Plan of the Shockey Companies assets move in 2022? ▼
401(k)/Profit Sharing Retirement Plan of the Shockey Companies declined sharply - down 18.5% during 2022, from $43M to $35M. Reported net income was -$8M.
How have Shockey Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shockey Companies's sponsor-wide assets grew 18.9%, from $35M to $42M.
Where does 401(k)/Profit Sharing Retirement Plan of the Shockey Companies rank by assets among Form 5500 filers? ▼
401(k)/Profit Sharing Retirement Plan of the Shockey Companies ranks in the 85th 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 401(k)/Profit Sharing Retirement Plan of the Shockey Companies? ▼
Among 401(k) plans in other states, the closest by assets is Mcwane Hourly 401(k) Retirement Plan in AL ($35M, 2,475 participants).
Which 401(k) plans cover a similar participant headcount to 401(k)/Profit Sharing Retirement Plan of the Shockey Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 540975725.

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.