401(k) · DOL Form 5500 · 2022

Shackelford, Bowen, Mckinley & Norton, LLP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
119
Participants Small participant base
66th
Percentile by assets National rank
$86,812
Avg per participant Below avg balance/head
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Official DOL plan name: Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan · Sponsored by Shackelford, Bowen, Mckinley & Norton, LLP · Texas · Professional & Technical Services

$10M in assets, 119 participants

Shackelford, Bowen, Mckinley & Norton, LLP's Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan reported $10M in total assets and 119 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,884 in Professional & Technical Services (21,562 peers)

Coverage in Texas

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#13,884
in Professional & Technical Services (21,562 peers)
-14.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,330,577 Top 34% higher than 66% 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

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan 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. Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan sits mid-pack in the medium band (119 participants).

Published 5500 schedule card

Filing strip 752967456 · Shackelford, Bowen, Mckinley & Norton, LLP PY 2022 · 401(k)

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan · $10M · 119 · 66th

  • EIN $10M
  • EIN 119
  • EIN 66th
  • EIN 401(k)
  • EIN near Creekside Companies, Inc. 401(k) Plan
  • EIN ind #13884

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 Texas →

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan in the asset neighbourhood

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing PlanShackelford, Bowen, Mckinley…$10MCreekside Companies, Inc. 401(k) PlanCreekside Companies, Inc. 40…$10MIncharge Institute 401(k) Plan and TrustIncharge Institute 401(k) Pl…$10MIst Management Services, Inc. Defined Contribution PlanIst Management Services, Inc…$10MHms Mfg. Co. 401(k) Savings PlanHms Mfg. Co. 401(k) Savings …$10M
End-of-year total assets ($M) among Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN752967456
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shackelford, Bowen, Mckinley & Norton, LLP)

Sponsor-wide plan assets over time

All Shackelford, Bowen, Mckinley & Norton, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 52.55297937375618% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.8M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 119 $10M
2023 1 130 $13M
2024 1 131 $16M

Nearby 401(k) Plans in Texas

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

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan, Total assets ($B): 0.010330577 · Participants: 119Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Creekside Companies, Inc. 401(k) Plan in MN ($10M); by covered participants it is Apreva Hospice 401(k) Plan in CA (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan assets move in 2022? ▼
Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan pulled back noticeably - down 14.1% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Shackelford, Bowen, Mckinley & Norton, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shackelford, Bowen, Mckinley & Norton, LLP's sponsor-wide assets grew 52.6%, from $10M to $16M.
Which 401(k) plans are similar in size to Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creekside Companies, Inc. 401(k) Plan in MN ($10M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apreva Hospice 401(k) Plan in CA (119 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 752967456.

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.