401(k) · DOL Form 5500 · 2023

Shaker Advertising Agency 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
198
Participants Below avg headcount
72nd
Percentile by assets National rank
$98,290
Avg per participant Below avg balance/head
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Official DOL plan name: Shaker Advertising Agency Employees' 401(k) Plan · Sponsored by Shaker Advertising Agency · Illinois · Professional & Technical Services

$19M in assets, 198 participants

Shaker Advertising Agency's Shaker Advertising Agency Employees' 401(k) Plan reported $19M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,606 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Shaker Advertising Agency Employees' 401(k) Plan covers 198 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#14,606
in Professional & Technical Services (20,321 peers)
+37.3%
assets growth YoY

Shaker Advertising Agency Employees' 401(k) Plan's outsized position by total assets

Shaker Advertising Agency Employees' 401(k) Plan vs every filed plan by assets

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

$19,461,350 Top 28% higher than 72% 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

Shaker Advertising Agency Employees' 401(k) Plan 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. Shaker Advertising Agency Employees' 401(k) Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaker Advertising Agency Employees' 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Shaker Advertising Agency Employees' 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Shaker Advertising Agency Employees' 401(k) Plan reported participants rose from 156 in the plan year 2022 filing to 198 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362683937 · Shaker Advertising Agency PY 2023 · 401(k)

Shaker Advertising Agency Employees' 401(k) Plan · $19M · 198 · 72nd

  • NET $19M
  • BOOK 198
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Mountain States Constructors, Inc. 401(k) Plan
  • EBSA ind #14606

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 Illinois →

Shaker Advertising Agency Employees' 401(k) Plan in the asset neighbourhood

Shaker Advertising Agency Employees' 401(k) PlanShaker Advertising Agency Em…$19MMountain States Constructors, Inc. 401(k) PlanMountain States Constructors…$19MValley Isle Produce, Inc. 401(k) PlanValley Isle Produce, Inc. 40…$19MCritigen LLC 401(k) Plan$19MRoechling Industrial Gastonia 401(k) PlanRoechling Industrial Gastoni…$19M
End-of-year total assets ($M) among Shaker Advertising Agency Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN362683937
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaker Advertising Agency)

Sponsor-wide plan assets over time

All Shaker Advertising Agency plans reported in each filing year

Latest sponsor-wide plan assets
$25M 74.0252984866322% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.2M $24.7M ▲ +74.0%
Year Plans Participants Total Assets
2022 1 156 $14M
2023 1 198 $19M
2024 1 210 $25M

Nearby 401(k) Plans in Illinois

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

Shaker Advertising Agency Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Shaker Advertising Agency Employees' 401(k) Plan, Total assets ($B): 0.01946135 · Participants: 198Shaker Advertising Agency Employees' 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Shaker Advertising Agency Employees' 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Shaker Advertising Agency Employees' 401(k) Plan side-by-side with 3 peers →

Shaker Advertising Agency Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mountain States Constructors, Inc. 401(k) Plan in NM ($19M); by covered participants it is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Shaker Advertising Agency Employees' 401(k) Plan assets move in 2023? ▼
Shaker Advertising Agency Employees' 401(k) Plan surged - up 37.3% during 2023, from $14M to $19M. Reported net income was $5M.
How have Shaker Advertising Agency plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaker Advertising Agency's sponsor-wide assets grew 74.0%, from $14M to $25M.
Which 401(k) plans are similar in size to Shaker Advertising Agency Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mountain States Constructors, Inc. 401(k) Plan in NM ($19M, 250 participants).
Which 401(k) plans cover a similar participant headcount to Shaker Advertising Agency Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wampum Hardware Co. Profit Sharing 401(k) Plan in PA (198 participants, $39M 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 362683937.

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.