401(k) · DOL Form 5500 · 2023

Shockey Companies 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
105
Participants Small participant base
83rd
Percentile by assets National rank
$387,471
Avg per participant High balance/head
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Official DOL plan name: 401(k)/Profit Sharing Retirement Plan of the Shockey Companies · Sponsored by Shockey Companies · Virginia · Construction

$41M in assets, 105 participants

Shockey Companies's 401(k)/Profit Sharing Retirement Plan of the Shockey Companies reported $41M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,343 in Construction (9,030 peers)

Coverage in Virginia

401(k)/Profit Sharing Retirement Plan of the Shockey Companies covers 105 participants in Virginia, about 13% of the average Virginia filer (state average ~782 per filing). Assets: $41M.

#7,343
in Construction (9,030 peers)
+15.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

401(k)/Profit Sharing Retirement Plan of the Shockey Companies's outsized position by total assets

401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs every filed plan by assets

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

$40,684,497 Top 17% higher than 83% 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

401(k)/Profit Sharing Retirement Plan of the Shockey Companies 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. 401(k)/Profit Sharing Retirement Plan of the Shockey Companies sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k)/Profit Sharing Retirement Plan of the Shockey Companies reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • 401(k)/Profit Sharing Retirement Plan of the Shockey Companies end-of-year assets rose from $35M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • 401(k)/Profit Sharing Retirement Plan of the Shockey Companies reported participants fell from 107 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540975725 · Shockey Companies PY 2023 · 401(k)

401(k)/Profit Sharing Retirement Plan of the Shockey Companies · $41M · 105 · 83rd

  • PCT $41M
  • EIN 105
  • RANK 83rd
  • PHOTO 401(k)
  • IND near Teijin Employees' Savings Plan
  • EOY ind #7343

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 Construction retirement plans → · Plans in Virginia →

401(k)/Profit Sharing Retirement Plan of the Shockey Companies in the asset neighbourhood

Rehabvisions 401(k) Plan$41MAg-Pro Companies 401(k) Plan$41MMotive Technologies 401(k) PlanMotive Technologies 401(k) P…$41M401(k)/Profit Sharing Retirement Plan of the Shockey Companies401(k)/Profit Sharing Retire…$41MTeijin Employees' Savings PlanTeijin Employees' Savings Pl…$41M
End-of-year total assets ($M) among 401(k)/Profit Sharing Retirement Plan of the Shockey Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN540975725
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shockey Companies)

Sponsor-wide plan assets over time

All Shockey Companies plans reported in each filing year

Latest sponsor-wide plan assets
$42M 18.898230428022067% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.1M $41.8M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 107 $35M
2023 1 105 $41M
2024 1 106 $42M

Nearby 401(k) Plans in Virginia

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

401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants 401(k)/Profit Sharing Retirement Plan of the Shockey Companies, Total assets ($B): 0.040684497 · Participants: 105401(k)/Profit Sharing Retirement Plan of the Shockey CompaniesNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare 401(k)/Profit Sharing Retirement Plan of the Shockey Companies side-by-side with 3 peers →

401(k)/Profit Sharing Retirement Plan of the Shockey Companies's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Teijin Employees' Savings Plan in NY ($41M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (105 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 401(k)/Profit Sharing Retirement Plan of the Shockey Companies assets move in 2023? ▼
401(k)/Profit Sharing Retirement Plan of the Shockey Companies grew sharply - up 15.8% during 2023, from $35M to $41M. Reported net income was $6M.
How have Shockey Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shockey Companies's sponsor-wide assets grew 18.9%, from $35M to $42M.
Where does 401(k)/Profit Sharing Retirement Plan of the Shockey Companies rank by assets among Form 5500 filers? ▼
401(k)/Profit Sharing Retirement Plan of the Shockey Companies ranks in the 83rd 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 401(k)/Profit Sharing Retirement Plan of the Shockey Companies? ▼
Among 401(k) plans in other states, the closest by assets is Teijin Employees' Savings Plan in NY ($41M, 283 participants).
Which 401(k) plans cover a similar participant headcount to 401(k)/Profit Sharing Retirement Plan of the Shockey Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 540975725.

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.