401(k) · DOL Form 5500 · 2023

Shakespeare Oil Company, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
73
Participants Small participant base
65th
Percentile by assets National rank
$181,096
Avg per participant Above avg balance/head
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Official DOL plan name: Shakespeare 401(k) Plan · Sponsored by Shakespeare Oil Company, Inc. · Illinois · Mining & Oil Extraction

$13M in assets, 73 participants

Shakespeare Oil Company, Inc.'s Shakespeare 401(k) Plan reported $13M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #355 in Mining & Oil Extraction (811 peers)

Mining & Oil Extraction sector rank

Within Mining & Oil Extraction, Shakespeare 401(k) Plan ranks #355 of 811 2023 filers by assets (930% of the sector average)-$13M for 73 participants.

#355
in Mining & Oil Extraction (811 peers)
+22.9%
assets growth YoY

Shakespeare 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Shakespeare 401(k) Plan vs every filed plan by assets

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

$13,219,992 Top 35% higher than 65% 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

Shakespeare 401(k) 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. Shakespeare 401(k) Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shakespeare 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shakespeare 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Shakespeare 401(k) Plan reported participants fell from 84 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 370659320 · Shakespeare Oil Company, Inc. PY 2023 · 401(k)

Shakespeare 401(k) Plan · $13M · 73 · 65th

  • EIN $13M
  • RANK 73
  • PHOTO 65th
  • IND 401(k)
  • EOY near Abonmarche Consultants, Inc. 401(k) Plan
  • 5500 ind #355

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 Mining & Oil Extraction retirement plans → · Plans in Illinois →

Shakespeare 401(k) Plan in the asset neighbourhood

Shakespeare 401(k) Plan$13MAbonmarche Consultants, Inc. 401(k) PlanAbonmarche Consultants, Inc.…$13MNorth Bridge Venture Management 401(k) PlanNorth Bridge Venture Managem…$13MAluma-Weld, Inc. 401(k) Profit Sharing Plan and TrustAluma-Weld, Inc. 401(k) Prof…$13MFein, Such, Kahn & Shepard, P.C. 401(k) Retirement PlanFein, Such, Kahn & Shepard, …$13M
End-of-year total assets ($M) among Shakespeare 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mining & Oil Extraction filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN370659320
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shakespeare Oil Company, Inc.)

Sponsor-wide plan assets over time

All Shakespeare Oil Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 47.35220838262586% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $15.9M ▲ +47.4%
Year Plans Participants Total Assets
2022 1 84 $11M
2023 1 73 $13M
2024 1 104 $16M

Nearby 401(k) Plans in Illinois

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

Shakespeare 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Shakespeare 401(k) Plan, Total assets ($B): 0.013219992 · Participants: 73Shakespeare 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Shakespeare 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Shakespeare 401(k) Plan side-by-side with 3 peers →

Shakespeare 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Abonmarche Consultants, Inc. 401(k) Plan in MI ($13M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Shakespeare 401(k) Plan assets move in 2023? ▼
Shakespeare 401(k) Plan grew sharply - up 22.9% during 2023, from $11M to $13M. Reported net income was $2M.
How have Shakespeare Oil Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shakespeare Oil Company, Inc.'s sponsor-wide assets grew 47.4%, from $11M to $16M.
Which 401(k) plans are similar in size to Shakespeare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abonmarche Consultants, Inc. 401(k) Plan in MI ($13M, 171 participants).
Which 401(k) plans cover a similar participant headcount to Shakespeare 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 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 370659320.

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.