401(k) · DOL Form 5500 · 2022
Shuffield Lowman & Wilson PA 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $99,769
- Avg per participant Below avg balance/head
Official DOL plan name: Shuffieldlowman 401(k) Profit Sharing Plan and Trust · Sponsored by Shuffield Lowman & Wilson PA · Florida · Professional & Technical Services
$9M in assets, 87 participants
Shuffield Lowman & Wilson PA's Shuffieldlowman 401(k) Profit Sharing Plan and Trust reported $9M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.
- #13,026 in Professional & Technical Services (21,562 peers)
2022 asset change
Shuffieldlowman 401(k) Profit Sharing Plan and Trust pulled back noticeably 11.8% in 2022 ($10M → $9M) for 87 participants.
- #13,026
- in Professional & Technical Services (21,562 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shuffieldlowman 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Shuffieldlowman 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,679,881 Top 38% higher than 62% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shuffieldlowman 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shuffieldlowman 401(k) Profit Sharing Plan and Trust is a small filing (87 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 200257515 · Shuffield Lowman & Wilson PA PY 2022 · 401(k)
Shuffieldlowman 401(k) Profit Sharing Plan and Trust · $9M · 87 · 62nd
- EIN $9M
- RANK 87
- PHOTO 62nd
- IND 401(k)
- EOY near Colonial American Development Corporation 401(k) Retirement Plan
- 5500 ind #13026
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 →
Shuffieldlowman 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 200257515 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Shuffieldlowman 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Colonial American Development Corporation 401(k) Retirement Plan in OH ($9M); by covered participants it is Truitt Oilfield Maintenance Corp. 401(k) Plan in CA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.