401(k) · DOL Form 5500 · 2023
The Shuman Company 401(k) Plan
Data updated 2026-08-25
- $390K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $194,856
- Avg per participant Above avg balance/head
Official DOL plan name: The Shuman Company 401(k) Plan · Sponsored by The Shuman Company · Florida · Administrative & Support Services
$390K in assets, 2 participants
The Shuman Company's The Shuman Company 401(k) Plan reported $390K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #1,530 in Administrative & Support Services (4,372 peers)
2023 asset change
The Shuman Company 401(k) Plan pulled back noticeably 12.2% in 2023 ($444K → $390K) for 2 participants.
- #1,530
- in Administrative & Support Services (4,372 peers)
- -12.2%
- assets change YoY
The plan reported a net loss of $54K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Shuman Company 401(k) Plan among the smaller filed plans by assets
The Shuman Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$389,711 16th percentile higher than 16% 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
The Shuman Company 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shuman Company 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Shuman Company 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- The Shuman Company 401(k) Plan reported net income rose from -$100K in the plan year 2022 filing to -$54K in the plan year 2023 filing.
- The Shuman Company 401(k) Plan end-of-year assets fell from $444K in the plan year 2022 filing to $390K in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 825111062 · The Shuman Company PY 2023 · 401(k)
The Shuman Company 401(k) Plan · $390K · 2 · 16th
- PCT $390K
- PCT 2
- PCT 16th
- PCT 401(k)
- PCT near Dmm3 Enterprises, Inc. 401(k) Plan
- PCT ind #1530
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 Administrative & Support Services retirement plans → · Plans in Florida →
The Shuman Company 401(k) Plan in the asset neighbourhood
The Shuman Company years around the 2023 move
Sponsor-wide plan assets over time
All The Shuman Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $421K 5.231822378346732% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $444K |
| 2023 | 1 | 2 | $390K |
| 2024 | 1 | 2 | $421K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $444K |
|---|---|
| Net Assets (End of Year) | $390K |
| Net Income | -$54K |
| Employer EIN | 825111062 |
| Plan Effective Date | 2018-04-04 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
The Shuman Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dmm3 Enterprises, Inc. 401(k) Plan in MD ($390K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($390K here).
- Dmm3 Enterprises, Inc. 401(k) Plan (MD) $390K · 10
- Wright's Tech Supply Inc 401(k) Plan (OH) $390K · 1
- Madsevan Investments, Inc. 401(k) Plan (WI) $390K · 2
- Sc Ventures Retirement Plan (NH) $390K · 1
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
- Lampa Ventures Retirement Plan (MI) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.