401(k) · DOL Form 5500 · 2022

Walter & Shuffain, P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
80
Participants Small participant base
78th
Percentile by assets National rank
$256,385
Avg per participant Above avg balance/head
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Official DOL plan name: Walter & Shuffain, P.C. 401(k) Plan · Sponsored by Walter & Shuffain, P.C. · Massachusetts · Professional & Technical Services

$21M in assets, 80 participants

Walter & Shuffain, P.C.'s Walter & Shuffain, P.C. 401(k) Plan reported $21M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,793 in Professional & Technical Services (21,562 peers)

Where Walter & Shuffain, P.C. 401(k) Plan sits by assets

Walter & Shuffain, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 80 participants (~$256,385/participant), down 13.2% in 2022.

#16,793
in Professional & Technical Services (21,562 peers)
-13.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Walter & Shuffain, P.C. 401(k) Plan's outsized position by total assets

Walter & Shuffain, P.C. 401(k) Plan vs every filed plan by assets

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

$20,510,803 Top 22% higher than 78% 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

Walter & Shuffain, P.C. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Walter & Shuffain, P.C. 401(k) Plan is a small filing (80 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 043236498 · Walter & Shuffain, P.C. PY 2022 · 401(k)

Walter & Shuffain, P.C. 401(k) Plan · $21M · 80 · 78th

  • PHOTO $21M
  • IND 80
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Baker Commodities Supplemental Retirement Savings Plan and Trust
  • PCT ind #16793

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 Massachusetts →

Walter & Shuffain, P.C. 401(k) Plan in the asset neighbourhood

Walter & Shuffain, P.C. 401(k) PlanWalter & Shuffain, P.C. 401(…$21MBaker Commodities Supplemental Retirement Savings Plan and TrustBaker Commodities Supplement…$21MG & J Pepsi-Cola Bottlers, Inc. Employees 401(k) Union Negotiated PlanG & J Pepsi-Cola Bottlers, I…$21MTorrid 401(k) Plan$21MKings Harbor Multicare Center 401(k) PlanKings Harbor Multicare Cente…$21M
End-of-year total assets ($M) among Walter & Shuffain, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN043236498
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter & Shuffain, P.C.)

Sponsor-wide plan assets over time

All Walter & Shuffain, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 46.165413416529816% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $30M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 80 $21M
2023 1 74 $24M
2024 1 85 $30M

Nearby 401(k) Plans in Massachusetts

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

Walter & Shuffain, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Walter & Shuffain, P.C. 401(k) Plan, Total assets ($B): 0.020510803 · Participants: 80Walter & Shuffain, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Walter & Shuffain, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Walter & Shuffain, P.C. 401(k) Plan side-by-side with 3 peers →

Walter & Shuffain, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Baker Commodities Supplemental Retirement Savings Plan and Trust in CA ($21M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Walter & Shuffain, P.C. 401(k) Plan assets move in 2022? ▼
Walter & Shuffain, P.C. 401(k) Plan pulled back noticeably - down 13.2% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Walter & Shuffain, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter & Shuffain, P.C.'s sponsor-wide assets grew 46.2%, from $21M to $30M.
Where does Walter & Shuffain, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Walter & Shuffain, P.C. 401(k) Plan ranks in the 78th 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 Walter & Shuffain, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker Commodities Supplemental Retirement Savings Plan and Trust in CA ($21M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Walter & Shuffain, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 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 043236498.

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.