401(k) · DOL Form 5500 · 2022

Brian K Shoell PC 401(k) Plan

Data updated 2026-08-25

$151K
Total assets Small plan by assets
3
Participants Small participant base
9th
Percentile by assets National rank
$50,323
Avg per participant Low balance/head
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Official DOL plan name: Brian K Shoell PC 401(k) Plan · Sponsored by Brian K Shoell PC · Utah · Professional & Technical Services

$151K in assets, 3 participants

Brian K Shoell PC's Brian K Shoell PC 401(k) Plan reported $151K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,564 in Professional & Technical Services (21,562 peers)

2022 asset change

Brian K Shoell PC 401(k) Plan contracted severely 39.0% in 2022 ($248K → $151K) for 3 participants.

#1,564
in Professional & Technical Services (21,562 peers)
-39.0%
assets change YoY

The plan reported a net loss of $97K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Brian K Shoell PC 401(k) Plan among the smaller filed plans by assets

Brian K Shoell PC 401(k) Plan vs every filed plan by assets

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

$150,968 9th percentile higher than 9% 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

Brian K Shoell PC 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Brian K Shoell PC 401(k) Plan is a micro filing (3 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 273016535 · Brian K Shoell PC PY 2022 · 401(k)

Brian K Shoell PC 401(k) Plan · $151K · 3 · 9th

  • BOOK $151K
  • VS-ST 3
  • BOY 9th
  • SCH 401(k)
  • EBSA near Cmerkl 2021, Inc. 401(k) Profit Sharing Plan
  • PART ind #1564

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 Utah →

Brian K Shoell PC 401(k) Plan in the asset neighbourhood

Brian K Shoell PC 401(k) Plan$151KCmerkl 2021, Inc. 401(k) Profit Sharing PlanCmerkl 2021, Inc. 401(k) Pro…$151KCake Time 401(k)$151KIn-Roads Creative Programs, Inc. 401(k) PlanIn-Roads Creative Programs, …$151KAdvanced Integrated Marketing Inc Retirement PlanAdvanced Integrated Marketin…$151K
End-of-year total assets ($M) among Brian K Shoell PC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Brian K Shoell PC years around the 2022 move

Sponsor-wide plan assets over time

All Brian K Shoell PC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 3 $151K
2023 1 2 $168K
2024 1 2 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$248K
Net Assets (End of Year)$151K
Net Income-$97K
Employer EIN273016535
Plan Effective Date2006-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Brian K Shoell PC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Brian K Shoell PC 401(k) Plan, Total assets ($B): 0.000150968 · Participants: 3Brian K Shoell PC 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Brian K Shoell PC 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Brian K Shoell PC 401(k) Plan side-by-side with 3 peers →

Brian K Shoell PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Cmerkl 2021, Inc. 401(k) Profit Sharing Plan in NY ($151K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($151K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Brian K Shoell PC 401(k) Plan assets move in 2022? ▼
Brian K Shoell PC 401(k) Plan contracted severely - down 39.0% during 2022, from $248K to $151K. Reported net income was -$97K.
Where does Brian K Shoell PC 401(k) Plan rank by assets among Form 5500 filers? ▼
Brian K Shoell PC 401(k) Plan ranks in the 9th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Brian K Shoell PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cmerkl 2021, Inc. 401(k) Profit Sharing Plan in NY ($151K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Brian K Shoell PC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 273016535.

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.