401(k) · DOL Form 5500 · 2022

Akel, Logan & Shafer, P.a. 401(k) Plan

Data updated 2026-08-25

$187K
Total assets Small plan by assets
5
Participants Small participant base
10th
Percentile by assets National rank
$37,352
Avg per participant Low balance/head
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Official DOL plan name: Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust · Sponsored by Akel, Logan & Shafer, P.a. · Florida · Professional & Technical Services

$187K in assets, 5 participants

Akel, Logan & Shafer, P.a.'s Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust reported $187K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,809 in Professional & Technical Services (21,562 peers)

Akel, Logan & Shafer, P.a. multi-year trail

Akel, Logan & Shafer, P.a.'s plans moved +160.0% in assets from 2022 to 2024; this filing shows Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust at $187K / 5 participants.

#1,809
in Professional & Technical Services (21,562 peers)
+78.3%
assets growth YoY

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust among the smaller filed plans by assets

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$186,758 10th percentile higher than 10% 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

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust is a micro filing (5 participants), the leftmost band.

Published 5500 schedule card

Filing strip 593096747 · Akel, Logan & Shafer, P.a. PY 2022 · 401(k)

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust · $187K · 5 · 10th

  • RANK $187K
  • PHOTO 5
  • IND 10th
  • EOY 401(k)
  • 5500 near Orchards Mi, LLC 401(k) Plan
  • ASSETS ind #1809

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 →

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust in the asset neighbourhood

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and TrustAkel, Logan & Shafer, P.a. 4…$187KOrchards Mi, LLC 401(k) Plan$187KMbm Enterprises, Inc. 401(k) Profit Sharing PlanMbm Enterprises, Inc. 401(k)…$187KHickory Stick Farm Retirement PlanHickory Stick Farm Retiremen…$187KMll Home Solutions Inc. 401(k) PlanMll Home Solutions Inc. 401(…$187K
End-of-year total assets ($M) among Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Akel, Logan & Shafer, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Akel, Logan & Shafer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$486K 159.98672078304543% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.19M $0.49M ▲ +157.9%
Year Plans Participants Total Assets
2022 1 5 $187K
2023 1 5 $338K
2024 1 5 $486K

Akel, Logan & Shafer, P.a. filing trail (2022)

Total Assets (Beginning of Year)$105K
Net Assets (End of Year)$187K
Net Income$82K
Employer EIN593096747
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust, Total assets ($B): 0.000186758 · Participants: 5Akel, Logan & Shafer, P.a. 401(k) Savings Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Orchards Mi, LLC 401(k) Plan in MI ($187K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($187K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust assets move in 2022? ▼
Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust surged - up 78.3% during 2022, from $105K to $187K. Reported net income was $82K.
How have Akel, Logan & Shafer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akel, Logan & Shafer, P.a.'s sponsor-wide assets grew 160.0%, from $187K to $486K.
Where does Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Orchards Mi, LLC 401(k) Plan in MI ($187K, 394 participants).
Which 401(k) plans cover a similar participant headcount to Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 593096747.

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.