401(k) · DOL Form 5500 · 2022
Shumaker, Loop and Kendrick, LLP 401(k) Plan
Data updated 2026-08-11
- $225M
- Total assets
- 444
- Participants
- 96th
- Percentile by assets
- $507,717
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $225M
- total plan assets (2022 EOY)
- 444
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $507,717
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Shumaker, Loop and Kendrick Retirement Plan outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $279M |
|---|---|
| Net Assets (End of Year) | $225M |
| Net Income | -$54M |
| Employer EIN | 344439491 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shumaker, Loop and Kendrick, LLP)
| 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
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Shumaker, Loop and Kendrick Retirement Plan by total assets, not by location.
- Ctc Trading Group, L.L.C. 401(k) Plan and Retirement Trust (IL) $225M · 523
- Kloeckner Metals 401(k) Plan (GA) $225M · 1,752
- Caleres, Inc. 401(k) Savings Plan (MO) $225M · 2,325
- Hypertherm, Inc. Retirement Savings Plan (NH) $225M · 1,612
Frequently Asked Questions
How did Shumaker, Loop and Kendrick Retirement Plan assets move in 2022? ▼
How have Shumaker, Loop and Kendrick, LLP plan assets changed over time? ▼
Where does Shumaker, Loop and Kendrick Retirement Plan rank by assets among Form 5500 filers? ▼
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Next read for Shumaker, Loop and Kendrick Retirement P…
Scale reading
Ways to act on Shumaker, Loop and Kendrick Retirement Plan's numbers.
- By total assets, Shumaker, Loop and Kendrick Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Shumaker, Loop and Kendrick, LLP's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans