401(k) · DOL Form 5500 · 2023

Mutual Shareholder Services Ll 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
27
Participants Small participant base
44th
Percentile by assets National rank
$182,164
Avg per participant Above avg balance/head
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Official DOL plan name: Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Mutual Shareholder Services Ll · Ohio · Finance & Insurance

$5M in assets, 27 participants

Mutual Shareholder Services Ll's Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust reported $5M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,757 in Finance & Insurance (8,869 peers)

Mutual Shareholder Services Ll multi-year trail

Mutual Shareholder Services Ll's plans moved +24.5% in assets from 2022 to 2023; this filing shows Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust at $5M / 27 participants.

#2,757
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,918,416 44th percentile higher than 44% 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

Mutual Shareholder Services Ll 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. Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $967K in the plan year 2023 filing.
  • Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust reported participants fell from 28 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341896033 · Mutual Shareholder Services Ll PY 2023 · 401(k)

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust · $5M · 27 · 44th

  • SCH $5M
  • EBSA 27
  • PART 44th
  • TYPE 401(k)
  • NET near Woodcrest Nursing Home 401(k) Savings Plan
  • BOOK ind #2757

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 Finance & Insurance retirement plans → · Plans in Ohio →

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & TrustMutual Shareholder Services …$5MWoodcrest Nursing Home 401(k) Savings PlanWoodcrest Nursing Home 401(k…$5MBeaudoin Electrical Construction 401(k) PlanBeaudoin Electrical Construc…$5MMiller Mechanical Specialties Inc., Employees Profit Sharing Plan & TrustMiller Mechanical Specialtie…$5MHospice of the Panhandle, Inc. 401(k) PlanHospice of the Panhandle, In…$5M
End-of-year total assets ($M) among Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mutual Shareholder Services Ll multi-year asset trail

Sponsor-wide plan assets over time

All Mutual Shareholder Services Ll plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.4672629185231% vs 2022
2023 filing year
$3.5M$4M$4.5M$5M$5.5M 20222023 $3.95M $4.92M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 28 $4M
2023 1 27 $5M

Mutual Shareholder Services Ll filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$967K
Employer EIN341896033
Plan Effective Date1999-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004918416 · Participants: 27Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Woodcrest Nursing Home 401(k) Savings Plan in NY ($5M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust grew sharply - up 24.5% during 2023, from $4M to $5M. Reported net income was $967K.
How have Mutual Shareholder Services Ll plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mutual Shareholder Services Ll's sponsor-wide assets grew 24.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Woodcrest Nursing Home 401(k) Savings Plan in NY ($5M, 42 participants).
Which 401(k) plans cover a similar participant headcount to Mutual Shareholder Services Ll 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 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 341896033.

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.