401(k) · DOL Form 5500 · 2023

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-11

$147M
Total assets
290
Participants
93rd
Percentile by assets
$507,539
Avg per participant
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Official DOL plan name: Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) · Sponsored by Shutts & Bowen LLP · Florida · Professional & Technical Services

$147M in assets, 290 participants

Shutts & Bowen LLP's Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported $147M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,233 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) covers 290 participants in Florida, about 46% of the average Florida filer (state average ~628 per filing). Assets: $147M.

$147M
total plan assets (2023 EOY)
290
covered participants
93rd
percentile by assets (of 127,072 plans)
$507,539
avg assets per participant

Where Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) sits by total assets

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

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

$147,186,373 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported net income rose from -$25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) end-of-year assets rose from $126M in the plan year 2022 filing to $147M in the plan year 2023 filing.
  • Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported participants fell from 305 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Florida
Industry
Professional & Technical Services

Participants vs Florida filers

In Florida, the average filing covers about 628 participants across 6,617 plans. Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reports 290 participants - about 46% of that state average ($147M EOY assets).

Florida filing particulars

Total Assets (Beginning of Year)$126M
Net Assets (End of Year)$147M
Net Income$28M
Employer EIN590447122
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shutts & Bowen LLP)

$180M$200M$220M$240M$260M$280M 202220232024 $199M $265M ▲ +33.2%
Total plan assets by year, all Shutts & Bowen LLP plans on file
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 (a) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Shutts & Bowen LLP 4…, Total assets ($B): 0.147186373 · Participants: 290Shutts & Bowen LLP 4…L3harris Retirement …, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement …Savings Plan for Emp…, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Emp…Adp Totalsource Reti…, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Reti…Trinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets…, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets…
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shutts & Bowen LLP 401(k) Profit Sharing… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) by total assets, not by location.

Frequently Asked Questions

How did Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) assets move in 2023? ▼
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) grew sharply - up 16.5% during 2023, from $126M to $147M. Reported net income was $28M.
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 (a) rank by assets among Form 5500 filers? ▼
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)? ▼
Among 401(k) plans in other states, the closest by assets is Wealth Enhancement Group 401(k) Plan in MN ($147M, 1,096 participants).

Next read for Shutts & Bowen LLP 401(k) Profit Sharing…

Filing takeaways

Ways to act on Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)'s numbers.

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.