401(k) · DOL Form 5500 · 2023
W G Shaheen & Associates Ltd 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $190,250
- Avg per participant Above avg balance/head
Official DOL plan name: W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust · Sponsored by W G Shaheen & Associates Ltd · New York · Professional & Technical Services
$2M in assets, 12 participants
W G Shaheen & Associates Ltd's W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,735 in Professional & Technical Services (20,321 peers)
W G Shaheen & Associates Ltd multi-year trail
W G Shaheen & Associates Ltd's plans moved +71.6% in assets from 2022 to 2024; this filing shows W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust at $2M / 12 participants.
- #5,735
- in Professional & Technical Services (20,321 peers)
- +41.2%
- assets growth YoY
W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,283,003 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust reported net income rose from -$252K in the plan year 2022 filing to $666K in the plan year 2023 filing.
- W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 161577084 · W G Shaheen & Associates Ltd PY 2023 · 401(k)
W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust · $2M · 12 · 32nd
- EIN $2M
- EIN 12
- EIN 32nd
- EIN 401(k)
- EIN near Mika Digital Services, Inc. 401(k) Plan
- EIN ind #5735
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 →
W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
W G Shaheen & Associates Ltd multi-year asset trail
Sponsor-wide plan assets over time
All W G Shaheen & Associates Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 71.6296952868836% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $2M |
| 2023 | 1 | 12 | $2M |
| 2024 | 1 | 12 | $3M |
W G Shaheen & Associates Ltd filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $666K |
| Employer EIN | 161577084 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
W G Shaheen & Associates Ltd 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mika Digital Services, Inc. 401(k) Plan in TX ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 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.