401(k) · DOL Form 5500 · 2023

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
152
Participants Small participant base
83rd
Percentile by assets National rank
$269,084
Avg per participant High balance/head
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Official DOL plan name: Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) · Sponsored by Shutts & Bowen LLP · Florida · Professional & Technical Services

$41M in assets, 152 participants

Shutts & Bowen LLP's Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported $41M in total assets and 152 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.

  • #17,090 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $41M.

#17,090
in Professional & Technical Services (20,321 peers)
+40.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)'s outsized position by total assets

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) vs every filed plan by assets

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

$40,900,776 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

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) 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. Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) end-of-year assets rose from $29M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported participants rose from 147 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 590447122 · Shutts & Bowen LLP PY 2023 · 401(k)

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) · $41M · 152 · 83rd

  • 5500 $41M
  • 5500 152
  • 5500 83rd
  • 5500 401(k)
  • 5500 near Foundry Commercial Retirement Savings Plan
  • 5500 ind #17090

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 Florida →

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) in the asset neighbourhood

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)Shutts & Bowen, LLP 401(k) P…$41MFoundry Commercial Retirement Savings PlanFoundry Commercial Retiremen…$41MHershey Creamery Company Savings PlanHershey Creamery Company Sav…$41MClearfield, Inc. 401(k) Plan & TrustClearfield, Inc. 401(k) Plan…$41MQuantcast Corporation 401(k) PlanQuantcast Corporation 401(k)…$41M
End-of-year total assets ($M) among Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN590447122
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shutts & Bowen LLP)

Sponsor-wide plan assets over time

All Shutts & Bowen LLP plans reported in each filing year

Latest sponsor-wide plan assets
$265M 33.224125041542585% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $199M $265M ▲ +33.2%
Year Plans Participants Total Assets
2022 3 554 $199M
2023 3 541 $234M
2024 3 628 $265M

Nearby 401(k) Plans in Florida

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

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B), Total assets ($B): 0.040900776 · Participants: 152Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) side-by-side with 3 peers →

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Foundry Commercial Retirement Savings Plan in NC ($41M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 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 (152 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 Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) assets move in 2023? ▼
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) surged - up 40.3% during 2023, from $29M to $41M. Reported net income was $4M.
How have Shutts & Bowen LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shutts & Bowen LLP's sponsor-wide assets grew 33.2%, from $199M to $265M.
Where does Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) rank by assets among Form 5500 filers? ▼
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) 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 Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)? ▼
Among 401(k) plans in other states, the closest by assets is Foundry Commercial Retirement Savings Plan in NC ($41M, 432 participants).
Which 401(k) plans cover a similar participant headcount to Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 590447122.

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.