401(k) · DOL Form 5500 · 2022

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-11

$126M
Total assets
305
Participants
94th
Percentile by assets
$414,179
Avg per participant
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Official DOL plan name: Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) · Sponsored by Shutts & Bowen LLP · Florida · Professional & Technical Services

$126M in assets, 305 participants

Shutts & Bowen LLP's Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported $126M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #20,496 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) covers 305 participants in Florida, about 49% of the average Florida filer (state average ~628 per filing). Assets: $126M.

$126M
total plan assets (2022 EOY)
305
covered participants
94th
percentile by assets (of 139,126 plans)
$414,179
avg assets per participant

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) sits by total assets

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs every filed plan by assets

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

$126,324,480 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Florida
Industry
Professional & Technical Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reports 305 participants - about 49% of that state average ($126M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$150M
Net Assets (End of Year)$126M
Net Income-$25M
Employer EIN590447122
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shutts & Bowen LLP)

$180M$200M$220M$240M$260M$280M 202220232024 $199M $265M ▲ +33.2%
Total plan assets by year, all Shutts & Bowen LLP plans on file
Year Plans Participants Total Assets
2022 3 554 $199M
2023 3 541 $234M
2024 3 628 $265M

Nearby 401(k) Plans in Florida

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

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Shutts & Bowen LLP 4…, Total assets ($B): 0.12632448 · Participants: 305Shutts & Bowen LLP 4…L3harris Retirement …, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Reti…Publix Super Markets…, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets…Nextera Energy, Inc.…, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc.…
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shutts & Bowen LLP 401(k) Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) by total assets, not by location.

Frequently Asked Questions

How did Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) assets move in 2022? ▼
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) declined sharply - down 15.8% during 2022, from $150M to $126M. Reported net income was -$25M.
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 401(k) Profit Sharing Plan (a) rank by assets among Form 5500 filers? ▼
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)? ▼
Among 401(k) plans in other states, the closest by assets is Midwest Anesthesia Partners LLC 401(k) P/S Plan in IL ($126M, 224 participants).

Next read for Shutts & Bowen LLP 401(k) Profit Sharing…

Filing takeaways

Ways to act on Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)'s numbers.

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.