Defined Benefit (Pension) · DOL Form 5500 · 2022

Shutts & Bowen, LLP Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
102
Participants Small participant base
87th
Percentile by assets National rank
$424,994
Avg per participant High balance/head
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Official DOL plan name: Shutts & Bowen LLP Retirement Plan and Trust · Sponsored by Shutts & Bowen, LLP · Florida · Professional & Technical Services

$43M in assets, 102 participants

Shutts & Bowen, LLP's Shutts & Bowen LLP Retirement Plan and Trust reported $43M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #18,899 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Shutts & Bowen LLP Retirement Plan and Trust covers 102 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $43M.

#18,899
in Professional & Technical Services (21,562 peers)
-4.3%
assets change YoY
0.4×
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.

Shutts & Bowen LLP Retirement Plan and Trust's outsized position by total assets

Shutts & Bowen LLP Retirement Plan and Trust vs every filed plan by assets

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

$43,349,431 Top 13% higher than 87% 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

Shutts & Bowen LLP Retirement Plan and Trust 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. Shutts & Bowen LLP Retirement Plan and Trust sits mid-pack in the medium band (102 participants).

DOL schedule card

Filing strip 590447122 · Shutts & Bowen, LLP PY 2022 · Defined Benefit (Pension)

Shutts & Bowen LLP Retirement Plan and Trust · $43M · 102 · 87th

  • BOOK $43M
  • BOOK 102
  • BOOK 87th
  • BOOK Defined Benefit (Pension)
  • BOOK near Arclin Retirement Plan
  • BOOK ind #18899

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 Florida →

Shutts & Bowen LLP Retirement Plan and Trust in the asset neighbourhood

Imasco Holdings Group Inc and Participating Affiliates Retirement PlanImasco Holdings Group Inc an…$43MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$43MArclin Retirement Plan$43MMichigan Sugar Company and Bakery, Confectionary, Tobacco Workers & Grain Millers, AFL-CIO-Clc & Its Locals 259g, 260g, 261g, 262g & 19 RetiMichigan Sugar Company and B…$43MShutts & Bowen LLP Retirement Plan and TrustShutts & Bowen LLP Retiremen…$43M
End-of-year total assets ($M) among Shutts & Bowen LLP Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$43M
Net Income-$2M
Employer EIN590447122
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shutts & Bowen, LLP)

Sponsor-wide plan assets over time

All Shutts & Bowen, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$265M 33.224125041542585% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $199M $265M ▲ +33.2%
Year Plans Participants Total Assets
2022 3 554 $199M
2023 3 541 $234M
2024 3 628 $265M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shutts & Bowen LLP Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Shutts & Bowen LLP Retirement Plan and Trust, Total assets ($B): 0.043349431 · Participants: 102Shutts & Bowen LLP Retirement Plan and TrustL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Shutts & Bowen LLP Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Shutts & Bowen LLP Retirement Plan and Trust side-by-side with 3 peers →

Shutts & Bowen LLP Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Arclin Retirement Plan in GA ($43M); by covered participants it is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Shutts & Bowen LLP Retirement Plan and Trust assets move in 2022? ▼
Shutts & Bowen LLP Retirement Plan and Trust edged down modestly - down 4.3% during 2022, from $45M to $43M. Reported net income was -$2M.
How have Shutts & Bowen, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shutts & Bowen, LLP's sponsor-wide assets grew 33.2%, from $199M to $265M.
Where does Shutts & Bowen LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Shutts & Bowen LLP Retirement Plan and Trust ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Shutts & Bowen LLP Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arclin Retirement Plan in GA ($43M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shutts & Bowen LLP Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Credit Union Cash Balance Defined Benefit Retirement Pension Plan in AZ (102 participants, $11M 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 590447122.

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.