401(k) · DOL Form 5500 · 2023

Shodeen Group, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
126
Participants Small participant base
64th
Percentile by assets National rank
$99,829
Avg per participant Below avg balance/head
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Official DOL plan name: Shodeen Group, LLC 401(k) Plan · Sponsored by Shodeen Group, LLC · Illinois · Construction

$13M in assets, 126 participants

Shodeen Group, LLC's Shodeen Group, LLC 401(k) Plan reported $13M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #5,601 in Construction (9,030 peers)

Coverage in Illinois

Shodeen Group, LLC 401(k) Plan covers 126 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#5,601
in Construction (9,030 peers)
+17.5%
assets growth YoY

Shodeen Group, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers

Shodeen Group, LLC 401(k) Plan vs every filed plan by assets

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

$12,578,495 Top 36% higher than 64% 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

Shodeen Group, LLC 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. Shodeen Group, LLC 401(k) Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shodeen Group, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shodeen Group, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Shodeen Group, LLC 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 461638946 · Shodeen Group, LLC PY 2023 · 401(k)

Shodeen Group, LLC 401(k) Plan · $13M · 126 · 64th

  • VS-ST $13M
  • BOY 126
  • SCH 64th
  • EBSA 401(k)
  • PART near The Timken Arb Savings and Investment Retirement Plan
  • TYPE ind #5601

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 Construction retirement plans → · Plans in Illinois →

Shodeen Group, LLC 401(k) Plan in the asset neighbourhood

Shodeen Group, LLC 401(k) PlanShodeen Group, LLC 401(k) Pl…$13MThe Timken Arb Savings and Investment Retirement PlanThe Timken Arb Savings and I…$13MCcn America, LP Pension Plan$13MBarcel USA, LLC 401(k) Plan$13MGetman Corporation 401(k) Savings PlanGetman Corporation 401(k) Sa…$13M
End-of-year total assets ($M) among Shodeen Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN461638946
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shodeen Group, LLC)

Sponsor-wide plan assets over time

All Shodeen Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 30.631534381336884% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $10.7M $14M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 115 $11M
2023 1 126 $13M
2024 1 112 $14M

Nearby 401(k) Plans in Illinois

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

Shodeen Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Shodeen Group, LLC 401(k) Plan, Total assets ($B): 0.012578495 · Participants: 126Shodeen Group, LLC 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
Shodeen Group, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Shodeen Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is The Timken Arb Savings and Investment Retirement Plan in OH ($13M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Shodeen Group, LLC 401(k) Plan assets move in 2023?
Shodeen Group, LLC 401(k) Plan grew sharply - up 17.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Shodeen Group, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Shodeen Group, LLC's sponsor-wide assets grew 30.6%, from $11M to $14M.
Which 401(k) plans are similar in size to Shodeen Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is The Timken Arb Savings and Investment Retirement Plan in OH ($13M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Shodeen Group, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants, $4M in assets).