401(k) · DOL Form 5500 · 2023
Shannon, Martin, Finkelstein, Alvarado & Dunne PC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 14
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $879,098
- Avg per participant High balance/head
Official DOL plan name: Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan · Sponsored by Shannon, Martin, Finkelstein, Alvarado & Dunne PC · Texas · Professional & Technical Services
$12M in assets, 14 participants
Shannon, Martin, Finkelstein, Alvarado & Dunne PC's Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan reported $12M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,641 in Professional & Technical Services (20,321 peers)
Shannon, Martin, Finkelstein, Alvarado & Dunne PC multi-year trail
Shannon, Martin, Finkelstein, Alvarado & Dunne PC's plans moved +37.9% in assets from 2022 to 2024; this filing shows Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan at $12M / 14 participants.
- #12,641
- in Professional & Technical Services (20,321 peers)
- +19.4%
- assets growth YoY
Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan's mid-pack asset rank among Professional & Technical Services and all filers
Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$12,307,374 Top 37% higher than 63% 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
Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan is a small filing (14 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
- Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 760338861 · Shannon, Martin, Finkelstein, Alvarado & Dunne PC PY 2023 · 401(k)
Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan · $12M · 14 · 63rd
- BOY $12M
- SCH 14
- EBSA 63rd
- PART 401(k)
- TYPE near Citisoft, Inc. 401(k) Plan
- NET ind #12641
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 Texas →
Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan in the asset neighbourhood
Shannon, Martin, Finkelstein, Alvarado & Dunne PC multi-year asset trail
Sponsor-wide plan assets over time
All Shannon, Martin, Finkelstein, Alvarado & Dunne PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 37.88692955817583% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $10M |
| 2023 | 1 | 14 | $12M |
| 2024 | 1 | 13 | $14M |
Shannon, Martin, Finkelstein, Alvarado & Dunne PC filing trail (2023)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 760338861 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Shannon, Martin, Finkelstein, Alvarado & Dunne, P.C. 401(k) Ps Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Citisoft, Inc. 401(k) Plan in MA ($12M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Citisoft, Inc. 401(k) Plan (MA) $12M · 63
- Pavco, Inc. Profit Sharing and 401(k) Trust and Plan (NC) $12M · 36
- Brask, Inc. 401(k) Plan (LA) $12M · 154
- Anchor Tool & Die Retirement Plan (OH) $12M · 155
Similar participant headcount
Nearest other-state filings by covered participants (14 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.