401(k) · DOL Form 5500 · 2023
Shulman Rogers Gandal Pordy & Ecker P a 401(k) Plan
Data updated 2026-08-25
- $108M
- Total assets Near avg plan size
- 179
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $602,345
- Avg per participant High balance/head
Official DOL plan name: Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan · Sponsored by Shulman Rogers Gandal Pordy & Ecker P a · Maryland · Professional & Technical Services
$108M in assets, 179 participants
Shulman Rogers Gandal Pordy & Ecker P a's Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan reported $108M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,879 in Professional & Technical Services (20,321 peers)
Coverage in Maryland
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan covers 179 participants in Maryland, about 19% of the average Maryland filer (state average ~929 per filing). Assets: $108M.
- #18,879
- in Professional & Technical Services (20,321 peers)
- +18.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan's outsized position by total assets
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$107,819,837 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement 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. Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan sits mid-pack in the medium band (179 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan reported net income rose from -$17M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan end-of-year assets rose from $91M in the plan year 2022 filing to $108M in the plan year 2023 filing.
- Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan reported participants rose from 166 in the plan year 2022 filing to 179 in the plan year 2023 filing.
DOL schedule card
Filing strip 521008944 · Shulman Rogers Gandal Pordy & Ecker P a PY 2023 · 401(k)
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan · $108M · 179 · 92nd
- PART $108M
- PART 179
- PART 92nd
- PART 401(k)
- PART near Haynes International, Inc. Combined Profit Sharing and Savings Plan
- PART ind #18879
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 Maryland →
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $91M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | $17M |
| Employer EIN | 521008944 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shulman Rogers Gandal Pordy & Ecker P a)
Sponsor-wide plan assets over time
All Shulman Rogers Gandal Pordy & Ecker P a plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 27.913522576764453% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $91M |
| 2023 | 1 | 179 | $108M |
| 2024 | 1 | 194 | $116M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Shulman, Rogers, Gandal, Pordy & Ecker, P.a. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Haynes International, Inc. Combined Profit Sharing and Savings Plan in IN ($108M); by covered participants it is Bitdefender 401(k) Plan in FL (179 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($108M here).
- Haynes International, Inc. Combined Profit Sharing and Savings Plan (IN) $108M · 879
- Crouse Hospital 401(k) Plan (NY) $108M · 780
- Inizio Retirement Plan (PA) $108M · 2,708
- Wunderlich-Malec Engineering, Inc. Profit Sharing and Salary Reduction Plan (MN) $108M · 565
Similar participant headcount
Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.
- Bitdefender 401(k) Plan (FL) 179 · 0 off
- Integrity Fund 401(k) Plan (KY) 179 · 0 off
- Healthcare Association of New York State, Inc Retirement Savings Plan (NY) 179 · 0 off
- Buildingconnected, Inc. Retirement Trust (CA) 179 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.