401(k) · DOL Form 5500 · 2023

The Sheakley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
270
Participants Below avg headcount
79th
Percentile by assets National rank
$106,459
Avg per participant Below avg balance/head
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Official DOL plan name: The Sheakley Group of Companies 401(k) · Sponsored by The Sheakley Group, Inc. · Ohio · Professional & Technical Services

$29M in assets, 270 participants

The Sheakley Group, Inc.'s The Sheakley Group of Companies 401(k) reported $29M in total assets and 270 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,058 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

The Sheakley Group of Companies 401(k) covers 270 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#16,058
in Professional & Technical Services (20,321 peers)
+24.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Sheakley Group of Companies 401(k)'s outsized position by total assets

The Sheakley Group of Companies 401(k) vs every filed plan by assets

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

$28,744,059 Top 21% higher than 79% 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

The Sheakley Group of Companies 401(k) among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Sheakley Group of Companies 401(k) sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sheakley Group of Companies 401(k) reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Sheakley Group of Companies 401(k) end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 311176227 · The Sheakley Group, Inc. PY 2023 · 401(k)

The Sheakley Group of Companies 401(k) · $29M · 270 · 79th

  • ASSETS $29M
  • ASSETS 270
  • ASSETS 79th
  • ASSETS 401(k)
  • ASSETS near Ecco USA, Inc. 401(k) Plan
  • ASSETS ind #16058

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 Ohio →

The Sheakley Group of Companies 401(k) in the asset neighbourhood

Repay Management Services, LLC 401(k) PlanRepay Management Services, L…$29MNwl, Inc. 401(k) Retirement PlanNwl, Inc. 401(k) Retirement …$29MWoodmont Real Estate Services, L.P. 401(k) Profit Sharing PlanWoodmont Real Estate Service…$29MThe Sheakley Group of Companies 401(k)The Sheakley Group of Compan…$29MEcco USA, Inc. 401(k) Plan$29M
End-of-year total assets ($M) among The Sheakley Group of Companies 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN311176227
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sheakley Group, Inc.)

Sponsor-wide plan assets over time

All The Sheakley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.642346903083073% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $29.1M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 270 $23M
2023 1 270 $29M
2024 1 287 $29M

Nearby 401(k) Plans in Ohio

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

The Sheakley Group of Companies 401(k) vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Sheakley Group of Companies 401(k), Total assets ($B): 0.028744059 · Participants: 270The Sheakley Group of Companies 401(k)GE 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
The Sheakley Group of Companies 401(k) vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Sheakley Group of Companies 401(k) side-by-side with 3 peers →

The Sheakley Group of Companies 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ecco USA, Inc. 401(k) Plan in NH ($29M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (270 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 The Sheakley Group of Companies 401(k) assets move in 2023? ▼
The Sheakley Group of Companies 401(k) grew sharply - up 24.1% during 2023, from $23M to $29M. Reported net income was $5M.
How have The Sheakley Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sheakley Group, Inc.'s sponsor-wide assets grew 25.6%, from $23M to $29M.
Where does The Sheakley Group of Companies 401(k) rank by assets among Form 5500 filers? ▼
The Sheakley Group of Companies 401(k) ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Sheakley Group of Companies 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Ecco USA, Inc. 401(k) Plan in NH ($29M, 612 participants).
Which 401(k) plans cover a similar participant headcount to The Sheakley Group of Companies 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (270 participants, $3M 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 311176227.

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.