401(k) · DOL Form 5500 · 2022

Shumaker, Loop and Kendrick, LLP 401(k) Plan

Data updated 2026-08-25

$225M
Total assets Near avg plan size
444
Participants Below avg headcount
96th
Percentile by assets National rank
$507,717
Avg per participant High balance/head
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Official DOL plan name: Shumaker, Loop and Kendrick Retirement Plan · Sponsored by Shumaker, Loop and Kendrick, LLP · Ohio · Professional & Technical Services

$225M in assets, 444 participants

Shumaker, Loop and Kendrick, LLP's Shumaker, Loop and Kendrick Retirement Plan reported $225M in total assets and 444 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #20,930 in Professional & Technical Services (21,562 peers)

Where Shumaker, Loop and Kendrick Retirement Plan sits by assets

Shumaker, Loop and Kendrick Retirement Plan sits in the top 5% of all filed plans by assets, $225M for 444 participants (~$507,717/participant), down 19.3% in 2022.

#20,930
in Professional & Technical Services (21,562 peers)
-19.3%
assets change YoY
2.3×
vs typical plan assets (national mean)

The plan reported a net loss of $54M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shumaker, Loop and Kendrick Retirement Plan's outsized position by total assets

Shumaker, Loop and Kendrick Retirement Plan vs every filed plan by assets

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

$225,426,555 Top 4% higher than 96% 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

Shumaker, Loop and Kendrick Retirement 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. Shumaker, Loop and Kendrick Retirement Plan sits mid-pack in the medium band (444 participants).

EBSA filing schedule strip

Filing strip 344439491 · Shumaker, Loop and Kendrick, LLP PY 2022 · 401(k)

Shumaker, Loop and Kendrick Retirement Plan · $225M · 444 · 96th

  • NET $225M
  • BOOK 444
  • VS-ST 96th
  • BOY 401(k)
  • SCH near Ctc Trading Group, L.L.C. 401(k) Plan and Retirement Trust
  • EBSA ind #20930

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 Ohio →

Shumaker, Loop and Kendrick Retirement Plan in the asset neighbourhood

Kloeckner Metals 401(k) Plan$225MShumaker, Loop and Kendrick Retirement PlanShumaker, Loop and Kendrick …$225MCtc Trading Group, L.L.C. 401(k) Plan and Retirement TrustCtc Trading Group, L.L.C. 40…$225MCaleres, Inc. 401(k) Savings PlanCaleres, Inc. 401(k) Savings…$225MHypertherm, Inc. Retirement Savings PlanHypertherm, Inc. Retirement …$225M
End-of-year total assets ($M) among Shumaker, Loop and Kendrick Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$225M
Net Income-$54M
Employer EIN344439491
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shumaker, Loop and Kendrick, LLP)

Sponsor-wide plan assets over time

All Shumaker, Loop and Kendrick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$287M 27.304062735643548% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $225M $287M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 444 $225M
2023 1 480 $259M
2024 1 509 $287M

Nearby 401(k) Plans in Ohio

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

Shumaker, Loop and Kendrick Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Shumaker, Loop and Kendrick Retirement Plan, Total assets ($B): 0.225426555 · Participants: 444Shumaker, Loop and Kendrick Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Shumaker, Loop and Kendrick Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Shumaker, Loop and Kendrick Retirement Plan side-by-side with 3 peers →

Shumaker, Loop and Kendrick Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ctc Trading Group, L.L.C. 401(k) Plan and Retirement Trust in IL ($225M); by covered participants it is Drcc 401(k) Profit Sharing Plan in MN (444 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($225M here).

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Shumaker, Loop and Kendrick Retirement Plan assets move in 2022? ▼
Shumaker, Loop and Kendrick Retirement Plan declined sharply - down 19.3% during 2022, from $279M to $225M. Reported net income was -$54M.
How have Shumaker, Loop and Kendrick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shumaker, Loop and Kendrick, LLP's sponsor-wide assets grew 27.3%, from $225M to $287M.
Where does Shumaker, Loop and Kendrick Retirement Plan rank by assets among Form 5500 filers? ▼
Shumaker, Loop and Kendrick Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Shumaker, Loop and Kendrick Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ctc Trading Group, L.L.C. 401(k) Plan and Retirement Trust in IL ($225M, 523 participants).
Which 401(k) plans cover a similar participant headcount to Shumaker, Loop and Kendrick Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Drcc 401(k) Profit Sharing Plan in MN (444 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 344439491.

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.