401(k) · DOL Form 5500 · 2022

Shive-Hattery Group, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
445
Participants Below avg headcount
91st
Percentile by assets National rank
$166,988
Avg per participant Above avg balance/head
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Official DOL plan name: Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Shive-Hattery Group, Inc. · Iowa · Professional & Technical Services

$74M in assets, 445 participants

Shive-Hattery Group, Inc.'s Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan reported $74M in total assets and 445 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,861 in Professional & Technical Services (21,562 peers)

Where Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan sits by assets

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $74M for 445 participants (~$166,988/participant), down 17.2% in 2022.

#19,861
in Professional & Technical Services (21,562 peers)
-17.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$74,309,766 Top 9% higher than 91% 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

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan 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. Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (445 participants).

Plan-year Form 5500 strip

Filing strip 421481495 · Shive-Hattery Group, Inc. PY 2022 · 401(k)

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan · $74M · 445 · 91st

  • EBSA $74M
  • PART 445
  • TYPE 91st
  • NET 401(k)
  • BOOK near Autokiniton Union Retirement Savings Plan
  • VS-ST ind #19861

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 Iowa →

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pipeline Health System 401(k) PlanPipeline Health System 401(k…$74MShive-Hattery Group, Inc. 401(k) Profit Sharing PlanShive-Hattery Group, Inc. 40…$74MAutokiniton Union Retirement Savings PlanAutokiniton Union Retirement…$74MSEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) PlanSEIU Affiliates' Officers an…$74MNew Mexico Pipetrades Pension Trust Fund Plan BNew Mexico Pipetrades Pensio…$74M
End-of-year total assets ($M) among Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$74M
Net Income-$15M
Employer EIN421481495
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shive-Hattery Group, Inc.)

Sponsor-wide plan assets over time

All Shive-Hattery Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 45.2066434982449% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $74.3M $108M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 445 $74M
2023 1 495 $91M
2024 1 522 $108M

Nearby 401(k) Plans in Iowa

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

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.074309766 · Participants: 445Shive-Hattery Group, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Autokiniton Union Retirement Savings Plan in MI ($74M); by covered participants it is Mhala 403(b) Plan in CA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan declined sharply - down 17.2% during 2022, from $90M to $74M. Reported net income was -$15M.
How have Shive-Hattery Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shive-Hattery Group, Inc.'s sponsor-wide assets grew 45.2%, from $74M to $108M.
Where does Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Autokiniton Union Retirement Savings Plan in MI ($74M, 1,239 participants).
Which 401(k) plans cover a similar participant headcount to Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mhala 403(b) Plan in CA (445 participants, $9M 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 421481495.

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.