401(k) · DOL Form 5500 · 2023

Mike Shaw Management, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
159
Participants Small participant base
52nd
Percentile by assets National rank
$47,087
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mike Shaw Automotive 401(k) Plan · Sponsored by Mike Shaw Management, Inc. · Colorado · Retail Trade

$7M in assets, 159 participants

Mike Shaw Management, Inc.'s Mike Shaw Automotive 401(k) Plan reported $7M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,266 in Retail Trade (8,414 peers)

Coverage in Colorado

Mike Shaw Automotive 401(k) Plan covers 159 participants in Colorado, about 42% of the average Colorado filer (state average ~376 per filing). Assets: $7M.

#5,266
in Retail Trade (8,414 peers)
+15.3%
assets growth YoY

Mike Shaw Automotive 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Mike Shaw Automotive 401(k) Plan vs every filed plan by assets

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

$7,486,840 Top 48% higher than 52% 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

Mike Shaw Automotive 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. Mike Shaw Automotive 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mike Shaw Automotive 401(k) Plan reported net income rose from -$906K in the plan year 2022 filing to $995K in the plan year 2023 filing.
  • Mike Shaw Automotive 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 331089191 · Mike Shaw Management, Inc. PY 2023 · 401(k)

Mike Shaw Automotive 401(k) Plan · $7M · 159 · 52nd

  • EBSA $7M
  • PART 159
  • TYPE 52nd
  • NET 401(k)
  • BOOK near Office360 401(k) Plan
  • VS-ST ind #5266

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 Retail Trade retirement plans → · Plans in Colorado →

Mike Shaw Automotive 401(k) Plan in the asset neighbourhood

Mike Shaw Automotive 401(k) PlanMike Shaw Automotive 401(k) …$7MOffice360 401(k) Plan$7MMillington Lockwood Profit Sharing PlanMillington Lockwood Profit S…$7MR. Stahl, Inc. 401(k) Plan$7MSun Air Jets 401(k) Plan$7M
End-of-year total assets ($M) among Mike Shaw Automotive 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$995K
Employer EIN331089191
Plan Effective Date1966-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mike Shaw Management, Inc.)

Sponsor-wide plan assets over time

All Mike Shaw Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 22.313152534623406% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.49M $7.94M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 159 $6M
2023 1 159 $7M
2024 1 168 $8M

Nearby 401(k) Plans in Colorado

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

Mike Shaw Automotive 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Mike Shaw Automotive 401(k) Plan, Total assets ($B): 0.00748684 · Participants: 159Mike Shaw Automotive 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Mike Shaw Automotive 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Mike Shaw Automotive 401(k) Plan side-by-side with 3 peers →

Mike Shaw Automotive 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Office360 401(k) Plan in IN ($7M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Mike Shaw Automotive 401(k) Plan assets move in 2023? ▼
Mike Shaw Automotive 401(k) Plan grew sharply - up 15.3% during 2023, from $6M to $7M. Reported net income was $995K.
How have Mike Shaw Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mike Shaw Management, Inc.'s sponsor-wide assets grew 22.3%, from $6M to $8M.
Which 401(k) plans are similar in size to Mike Shaw Automotive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Office360 401(k) Plan in IN ($7M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Mike Shaw Automotive 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 participants, N/A 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 331089191.

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.