401(k) · DOL Form 5500 · 2023

Shoun Bach 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 14
Participants Small participant base: 46th
Percentile by assets National rank: $397,584
Avg per participant High balance/head

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Official DOL plan name: Shoun Bach 401(k) Plan · Sponsored by Shoun Bach · Virginia · Professional & Technical Services

$6M in assets, 14 participants

Shoun Bach's Shoun Bach 401(k) Plan reported $6M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#9,023 in Professional & Technical Services (20,321 peers)

Shoun Bach multi-year trail

Shoun Bach's plans moved +22.8% in assets from 2022 to 2024; this filing shows Shoun Bach 401(k) Plan at $6M / 14 participants.

#9,023
in Professional & Technical Services (20,321 peers): +26.3%
assets growth YoY

Shoun Bach 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shoun Bach 401(k) Plan vs every filed plan by assets

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

$5,566,181 46th percentile higher than 46% 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

Shoun Bach 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. Shoun Bach 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Shoun Bach 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Shoun Bach 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Shoun Bach 401(k) Plan reported participants fell from 15 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540994824 · Shoun Bach PY 2023 · 401(k)

Shoun Bach 401(k) Plan · $6M · 14 · 46th

EIN $6M
EIN 14
EIN 46th
EIN 401(k)
EIN near Valley Eye Associates 401(k) Retirement Savings Plan
EIN ind #9023

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 Virginia →

End-of-year total assets ($M) among Shoun Bach 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shoun Bach multi-year asset trail

Latest sponsor-wide plan assets: $5M 22.80111471622332% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	15	$4M
2023	1	14	$6M
2024	1	16	$5M

Shoun Bach filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$6M
Net Income	$1M
Employer EIN	540994824
Plan Effective Date	1996-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Shoun Bach 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

Compare Shoun Bach 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Valley Eye Associates 401(k) Retirement Savings Plan in WI ($6M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Valley Eye Associates 401(k) Retirement Savings Plan (WI) $6M · 153
Dave Wright Nissan Subaru, Inc. 401(k) Plan (IA) $6M · 64
Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan (MI) $6M · 369
A & W Energy 401(k) Plan (TX) $6M · 129

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

Gibbs Maintenance, Profit Sharing Plan and Trust (CA) 14 · 0 off
Marietta Railroad Properties, Inc. 401(k) Plan (NY) 14 · 0 off
Christopher Mullenix Dmd Md PC 401(k) Profit Sharing Plan (AL) 14 · 0 off
River's Edge Dental Clinic 401(k)/Profit Sharing Plan (MN) 14 · 0 off

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 Shoun Bach 401(k) Plan assets move in 2023? ▼

Shoun Bach 401(k) Plan grew sharply - up 26.3% during 2023, from $4M to $6M. Reported net income was $1M.

How have Shoun Bach plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shoun Bach's sponsor-wide assets grew 22.8%, from $4M to $5M.

Which 401(k) plans are similar in size to Shoun Bach 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Valley Eye Associates 401(k) Retirement Savings Plan in WI ($6M, 153 participants).

Which 401(k) plans cover a similar participant headcount to Shoun Bach 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 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 540994824.