401(k) · DOL Form 5500 · 2023

Udall Shumway PLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
85
Participants Small participant base
64th
Percentile by assets National rank
$148,027
Avg per participant Above avg balance/head
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Official DOL plan name: Udall Shumway PLC 401(k) Profit Sharing Plan · Sponsored by Udall Shumway PLC · Arizona · Professional & Technical Services

$13M in assets, 85 participants

Udall Shumway PLC's Udall Shumway PLC 401(k) Profit Sharing Plan reported $13M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,735 in Professional & Technical Services (20,321 peers)

Udall Shumway PLC multi-year trail

Udall Shumway PLC's plans moved +16.6% in assets from 2022 to 2024; this filing shows Udall Shumway PLC 401(k) Profit Sharing Plan at $13M / 85 participants.

#12,735
in Professional & Technical Services (20,321 peers)
+1.9%
assets growth YoY

Udall Shumway PLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Udall Shumway PLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,582,269 Top 36% higher than 64% 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

Udall Shumway PLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Udall Shumway PLC 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Udall Shumway PLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $236K in the plan year 2023 filing.
  • Udall Shumway PLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030500527 · Udall Shumway PLC PY 2023 · 401(k)

Udall Shumway PLC 401(k) Profit Sharing Plan · $13M · 85 · 64th

  • NET $13M
  • NET 85
  • NET 64th
  • NET 401(k)
  • NET near 403(b) Thrift Plan of Pancare of Florida, Inc.
  • NET ind #12735

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 Arizona →

Udall Shumway PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Udall Shumway PLC 401(k) Profit Sharing PlanUdall Shumway PLC 401(k) Pro…$13M403(b) Thrift Plan of Pancare of Florida, Inc.403(b) Thrift Plan of Pancar…$13MSuburban Home Health Care Services Group Retirement PlanSuburban Home Health Care Se…$13MCentury, LLC. Profit Sharing and 401(k) Plan and TrustCentury, LLC. Profit Sharing…$13MDefibtech, LLC 401 (K) Profit Sharing PlanDefibtech, LLC 401 (K) Profi…$13M
End-of-year total assets ($M) among Udall Shumway PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Udall Shumway PLC multi-year asset trail

Sponsor-wide plan assets over time

All Udall Shumway PLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.58807092003272% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.4M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 85 $12M
2023 1 85 $13M
2024 1 52 $14M

Udall Shumway PLC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$236K
Employer EIN030500527
Plan Effective Date1978-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Udall Shumway PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Udall Shumway PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012582269 · Participants: 85Udall Shumway PLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Udall Shumway PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Udall Shumway PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Udall Shumway PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL ($13M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Udall Shumway PLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Udall Shumway PLC 401(k) Profit Sharing Plan edged up modestly - up 1.9% during 2023, from $12M to $13M. Reported net income was $236K.
How have Udall Shumway PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Udall Shumway PLC's sponsor-wide assets grew 16.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Udall Shumway PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Pancare of Florida, Inc. in FL ($13M, 301 participants).
Which 401(k) plans cover a similar participant headcount to Udall Shumway PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 030500527.

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.