401(k) · DOL Form 5500 · 2022

Shen Milsom & Wilke, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
113
Participants Small participant base
74th
Percentile by assets National rank
$146,561
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shen Milsom & Wilke, LLC 401(k) Plan · Sponsored by Shen Milsom & Wilke, LLC · New York · Professional & Technical Services

$17M in assets, 113 participants

Shen Milsom & Wilke, LLC's Shen Milsom & Wilke, LLC 401(k) Plan reported $17M in total assets and 113 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,957 in Professional & Technical Services (21,562 peers)

Coverage in New York

Shen Milsom & Wilke, LLC 401(k) Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $17M.

#15,957
in Professional & Technical Services (21,562 peers)
-16.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shen Milsom & Wilke, LLC 401(k) Plan's outsized position by total assets

Shen Milsom & Wilke, LLC 401(k) Plan vs every filed plan by assets

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

$16,561,408 Top 26% higher than 74% 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

Shen Milsom & Wilke, LLC 401(k) 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. Shen Milsom & Wilke, LLC 401(k) Plan sits mid-pack in the medium band (113 participants).

Form 5500 schedule snapshot

Filing strip 263758621 · Shen Milsom & Wilke, LLC PY 2022 · 401(k)

Shen Milsom & Wilke, LLC 401(k) Plan · $17M · 113 · 74th

  • ASSETS $17M
  • PCT 113
  • EIN 74th
  • RANK 401(k)
  • PHOTO near Strategic Decisions Group International, LLC Profit Sharing Retirement Trust & 401(k) Plan
  • IND ind #15957

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 New York →

Shen Milsom & Wilke, LLC 401(k) Plan in the asset neighbourhood

Shen Milsom & Wilke, LLC 401(k) PlanShen Milsom & Wilke, LLC 401…$17MStrategic Decisions Group International, LLC Profit Sharing Retirement Trust & 401(k) PlanStrategic Decisions Group In…$17MR.F.I. 401(k) Plan$17MBrandon & Clark, Inc. 401(k) PlanBrandon & Clark, Inc. 401(k)…$17MSss/Sme/Ami 401(k) Savings PlanSss/Sme/Ami 401(k) Savings P…$17M
End-of-year total assets ($M) among Shen Milsom & Wilke, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN263758621
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shen Milsom & Wilke, LLC)

Sponsor-wide plan assets over time

All Shen Milsom & Wilke, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 38.096066469710784% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.6M $22.9M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 113 $17M
2023 1 113 $19M
2024 1 144 $23M

Nearby 401(k) Plans in New York

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

Shen Milsom & Wilke, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shen Milsom & Wilke, LLC 401(k) Plan, Total assets ($B): 0.016561408 · Participants: 113Shen Milsom & Wilke, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Shen Milsom & Wilke, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shen Milsom & Wilke, LLC 401(k) Plan side-by-side with 3 peers →

Shen Milsom & Wilke, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Strategic Decisions Group International, LLC Profit Sharing Retirement Trust & 401(k) Plan in CA ($17M); by covered participants it is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Shen Milsom & Wilke, LLC 401(k) Plan assets move in 2022? ▼
Shen Milsom & Wilke, LLC 401(k) Plan declined sharply - down 16.3% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Shen Milsom & Wilke, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shen Milsom & Wilke, LLC's sponsor-wide assets grew 38.1%, from $17M to $23M.
Which 401(k) plans are similar in size to Shen Milsom & Wilke, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Decisions Group International, LLC Profit Sharing Retirement Trust & 401(k) Plan in CA ($17M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Shen Milsom & Wilke, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clinical Computer Systems, Inc. Employees' Profit Sharing 401(k) Plan in IL (113 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 263758621.

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.