401(k) · DOL Form 5500 · 2023

Shionogi, Inc. 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
269
Participants Below avg headcount
90th
Percentile by assets National rank
$327,326
Avg per participant High balance/head
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Official DOL plan name: Shionogi, Inc. 401(k) Plan · Sponsored by Shionogi, Inc. · New Jersey · Professional & Technical Services

$88M in assets, 269 participants

Shionogi, Inc.'s Shionogi, Inc. 401(k) Plan reported $88M in total assets and 269 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,607 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Shionogi, Inc. 401(k) Plan covers 269 participants in New Jersey, about 32% of the average New Jersey filer (state average ~844 per filing). Assets: $88M.

#18,607
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Shionogi, Inc. 401(k) Plan's outsized position by total assets

Shionogi, Inc. 401(k) Plan vs every filed plan by assets

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

$88,050,569 Top 10% higher than 90% 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

Shionogi, Inc. 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. Shionogi, Inc. 401(k) Plan sits mid-pack in the medium band (269 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shionogi, Inc. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Shionogi, Inc. 401(k) Plan end-of-year assets rose from $73M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Shionogi, Inc. 401(k) Plan reported participants rose from 258 in the plan year 2022 filing to 269 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 320272653 · Shionogi, Inc. PY 2023 · 401(k)

Shionogi, Inc. 401(k) Plan · $88M · 269 · 90th

  • RANK $88M
  • PHOTO 269
  • IND 90th
  • EOY 401(k)
  • 5500 near Freed Maxick Cpas, P. C. 401(k) Plan
  • ASSETS ind #18607

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 New Jersey →

Shionogi, Inc. 401(k) Plan in the asset neighbourhood

Quantum Health, Inc. 401(k) PlanQuantum Health, Inc. 401(k) …$88MRheinmetall Group USA 401(k) Retirement PlanRheinmetall Group USA 401(k)…$88MShionogi, Inc. 401(k) Plan$88MFreed Maxick Cpas, P. C. 401(k) PlanFreed Maxick Cpas, P. C. 401…$88MFrank, Rimerman + Co. LLP 401(k) & Profit Sharing PlanFrank, Rimerman + Co. LLP 40…$88M
End-of-year total assets ($M) among Shionogi, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$88M
Net Income$15M
Employer EIN320272653
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shionogi, Inc.)

Sponsor-wide plan assets over time

All Shionogi, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$102M 39.588847771338045% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $72.9M $102M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 258 $73M
2023 1 269 $88M
2024 1 302 $102M

Nearby 401(k) Plans in New Jersey

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

Shionogi, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Shionogi, Inc. 401(k) Plan, Total assets ($B): 0.088050569 · Participants: 269Shionogi, Inc. 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Shionogi, Inc. 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Shionogi, Inc. 401(k) Plan side-by-side with 3 peers →

Shionogi, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Freed Maxick Cpas, P. C. 401(k) Plan in NY ($88M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Shionogi, Inc. 401(k) Plan assets move in 2023? ▼
Shionogi, Inc. 401(k) Plan grew sharply - up 20.7% during 2023, from $73M to $88M. Reported net income was $15M.
How have Shionogi, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shionogi, Inc.'s sponsor-wide assets grew 39.6%, from $73M to $102M.
Where does Shionogi, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Shionogi, Inc. 401(k) Plan ranks in the 90th 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 Shionogi, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freed Maxick Cpas, P. C. 401(k) Plan in NY ($88M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Shionogi, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (269 participants, $11M 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 320272653.

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.