401(k) · DOL Form 5500 · 2022

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
305
Participants Below avg headcount
94th
Percentile by assets National rank
$414,179
Avg per participant High balance/head
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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.

  • #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.

#20,496
in Professional & Technical Services (21,562 peers)
-15.8%
assets change YoY
1.3×
vs typical plan assets (national mean)

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.

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)'s outsized position 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 $2,050,000,000 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

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) 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. Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) sits mid-pack in the medium band (305 participants).

Published 5500 schedule card

Filing strip 590447122 · Shutts & Bowen LLP PY 2022 · 401(k)

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) · $126M · 305 · 94th

  • PCT $126M
  • PCT 305
  • PCT 94th
  • PCT 401(k)
  • PCT near Midwest Anesthesia Partners LLC 401(k) P/S Plan
  • PCT ind #20496

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 →

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) in the asset neighbourhood

Centric Brands 401(k) Plan$126MShutts & Bowen LLP 401(k) Profit Sharing Plan (a)Shutts & Bowen LLP 401(k) Pr…$126MMidwest Anesthesia Partners LLC 401(k) P/S PlanMidwest Anesthesia Partners …$126MAveva Inc. 401(k) Plan$126MQ2 Holdings, Inc. 401(k) Plan$126M
End-of-year total assets ($M) among Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Shutts & Bowen LLP plans reported in each filing year

Latest sponsor-wide plan assets
$265M 33.224125041542585% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $199M $265M ▲ +33.2%
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 ($B) Participants Shutts & Bowen LLP 401(k) Profit Sharing Plan (a), Total assets ($B): 0.12632448 · Participants: 305Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)L3harris 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
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 Plan (a) side-by-side with 3 peers →

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Midwest Anesthesia Partners LLC 401(k) P/S Plan in IL ($126M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($126M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 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).
Which 401(k) plans cover a similar participant headcount to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M 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 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.