401(k) · DOL Form 5500 · 2023

Kass Shuler, P. a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
104
Participants Small participant base
63rd
Percentile by assets National rank
$116,606
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kass Shuler, P. a. 401(k) Profit Sharing Plan · Sponsored by Kass Shuler, P. a. · Florida · Professional & Technical Services

$12M in assets, 104 participants

Kass Shuler, P. a.'s Kass Shuler, P. a. 401(k) Profit Sharing Plan reported $12M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,563 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Kass Shuler, P. a. 401(k) Profit Sharing Plan covers 104 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $12M.

#12,563
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY

Kass Shuler, P. a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Kass Shuler, P. a. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$12,127,049 Top 37% higher than 63% of 127,068 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 2023

Kass Shuler, P. a. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kass Shuler, P. a. 401(k) Profit Sharing Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kass Shuler, P. a. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Kass Shuler, P. a. 401(k) Profit Sharing Plan reported participants rose from 92 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Kass Shuler, P. a. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 592978197 · Kass Shuler, P. a. PY 2023 · 401(k)

Kass Shuler, P. a. 401(k) Profit Sharing Plan · $12M · 104 · 63rd

  • BOOK $12M
  • BOOK 104
  • BOOK 63rd
  • BOOK 401(k)
  • BOOK near Access Bank 401(k) Plan
  • BOOK ind #12563

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 →

Kass Shuler, P. a. 401(k) Profit Sharing Plan in the asset neighbourhood

Kass Shuler, P. a. 401(k) Profit Sharing PlanKass Shuler, P. a. 401(k) Pr…$12MAccess Bank 401(k) Plan$12MWieland Designs, Inc. 401(k) PlanWieland Designs, Inc. 401(k)…$12MThe Acutronic Company 401(k) Retirement Savings PlanThe Acutronic Company 401(k)…$12MAmerican Fence and Security Company 401(k) PlanAmerican Fence and Security …$12M
End-of-year total assets ($M) among Kass Shuler, P. a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN592978197
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kass Shuler, P. a.)

Sponsor-wide plan assets over time

All Kass Shuler, P. a. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.433793119754757% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $11.7M $13.7M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 92 $12M
2023 2 183 $26M
2024 1 90 $14M

Nearby 401(k) Plans in Florida

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

Kass Shuler, P. a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Kass Shuler, P. a. 401(k) Profit Sharing Plan, Total assets ($B): 0.012127049 · Participants: 104Kass Shuler, P. a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Kass Shuler, P. a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Kass Shuler, P. a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kass Shuler, P. a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Access Bank 401(k) Plan in NE ($12M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Kass Shuler, P. a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kass Shuler, P. a. 401(k) Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $11M to $12M. Reported net income was $2M.
How have Kass Shuler, P. a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kass Shuler, P. a.'s sponsor-wide assets grew 17.4%, from $12M to $14M.
Which 401(k) plans are similar in size to Kass Shuler, P. a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Access Bank 401(k) Plan in NE ($12M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Kass Shuler, P. a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592978197.

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.