401(k) · DOL Form 5500 · 2023

Scott and Shuman, P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$166,722
Avg per participant Above avg balance/head
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Official DOL plan name: Scott and Shuman, P.a. 401(k) Profit Sharing Plan · Sponsored by Scott and Shuman, P.a. · Delaware · Professional & Technical Services

$2M in assets, 12 participants

Scott and Shuman, P.a.'s Scott and Shuman, P.a. 401(k) Profit Sharing Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,372 in Professional & Technical Services (20,321 peers)

Scott and Shuman, P.a. multi-year trail

Scott and Shuman, P.a.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Scott and Shuman, P.a. 401(k) Profit Sharing Plan at $2M / 12 participants.

#5,372
in Professional & Technical Services (20,321 peers)
+11.9%
assets growth YoY

Scott and Shuman, P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Scott and Shuman, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,000,665 30th percentile higher than 30% 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

Scott and Shuman, P.a. 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. Scott and Shuman, P.a. 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scott and Shuman, P.a. 401(k) Profit Sharing Plan reported net income rose from -$324K in the plan year 2022 filing to $213K in the plan year 2023 filing.
  • Scott and Shuman, P.a. 401(k) Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Scott and Shuman, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453810607 · Scott and Shuman, P.a. PY 2023 · 401(k)

Scott and Shuman, P.a. 401(k) Profit Sharing Plan · $2M · 12 · 30th

  • BOY $2M
  • SCH 12
  • EBSA 30th
  • PART 401(k)
  • TYPE near Blue Ocean Realty, LLC Retirement Plan
  • NET ind #5372

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 Delaware →

Scott and Shuman, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Scott and Shuman, P.a. 401(k) Profit Sharing PlanScott and Shuman, P.a. 401(k…$2MBlue Ocean Realty, LLC Retirement PlanBlue Ocean Realty, LLC Retir…$2MHuntsville Reproductive Medicine, PC 401(k) Profit Sharing PlanHuntsville Reproductive Medi…$2MPpfa Retirement Plan$2MVensana Capital Management, LLC 401(k) PlanVensana Capital Management, …$2M
End-of-year total assets ($M) among Scott and Shuman, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scott and Shuman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Scott and Shuman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.51349659515361% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.79M $2.26M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 12 $2M
2024 1 13 $2M

Scott and Shuman, P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$213K
Employer EIN453810607
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Delaware

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

Scott and Shuman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Scott and Shuman, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.002000665 · Participants: 12Scott and Shuman, P.a. 401(k) Profit Sharing PlanAstrazeneca Savings and Security Plan, Total assets ($B): 7.59933241 · Participants: 13734Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 6.839304585 · Participants: 9968Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.237107237 · Participants: 9918Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 1.797467724 · Participants: 8557Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.267144025 · Participants: 1647Ashland Employee Savings Plan
Scott and Shuman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Scott and Shuman, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Delaware, the nearest 401(k) by assets is Blue Ocean Realty, LLC Retirement Plan in MD ($2M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

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.

Frequently Asked Questions

How did Scott and Shuman, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Scott and Shuman, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 11.9% during 2023, from $2M to $2M. Reported net income was $213K.
How have Scott and Shuman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott and Shuman, P.a.'s sponsor-wide assets grew 26.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Scott and Shuman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Ocean Realty, LLC Retirement Plan in MD ($2M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Scott and Shuman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 453810607.

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.