401(k) · DOL Form 5500 · 2022

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
147
Participants Small participant base
82nd
Percentile by assets National rank
$198,273
Avg per participant Above avg balance/head
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Official DOL plan name: Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) · Sponsored by Shutts & Bowen LLP · Florida · Professional & Technical Services

$29M in assets, 147 participants

Shutts & Bowen LLP's Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported $29M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #17,898 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) covers 147 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $29M.

#17,898
in Professional & Technical Services (21,562 peers)
-16.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M 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 (B)'s outsized position by total assets

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

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

$29,146,157 Top 18% higher than 82% 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 (B) 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 (B) sits mid-pack in the medium band (147 participants).

Form 5500 schedule snapshot

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

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) · $29M · 147 · 82nd

  • PCT $29M
  • EIN 147
  • RANK 82nd
  • PHOTO 401(k)
  • IND near Transportation Research Center Inc. Employees' Retirement Savings Plan and Trust
  • EOY ind #17898

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 (B) in the asset neighbourhood

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)Shutts & Bowen, LLP 401(k) P…$29MTransportation Research Center Inc. Employees' Retirement Savings Plan and TrustTransportation Research Cent…$29MThe Liberty Lines 401(k)$29MAir Transport International, Inc. 401(k) PlanAir Transport International,…$29MDiscover Vision Centers 401(k) PlanDiscover Vision Centers 401(…$29M
End-of-year total assets ($M) among Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$29M
Net Income-$5M
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 (B) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B), Total assets ($B): 0.029146157 · Participants: 147Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)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 (B) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Transportation Research Center Inc. Employees' Retirement Savings Plan and Trust in OH ($29M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 (B) assets move in 2022? ▼
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) declined sharply - down 16.2% during 2022, from $35M to $29M. Reported net income was -$5M.
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 (B) rank by assets among Form 5500 filers? ▼
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)? ▼
Among 401(k) plans in other states, the closest by assets is Transportation Research Center Inc. Employees' Retirement Savings Plan and Trust in OH ($29M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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.