401(k) · DOL Form 5500 · 2023
Shen Milsom & Wilke LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $169,881
- Avg per participant Above avg balance/head
Official DOL plan name: Shen Milsom & Wilke, LLC 401(k) Plan · Sponsored by Shen Milsom & Wilke LLC · New York · Professional & Technical Services
$19M in assets, 113 participants
Shen Milsom & Wilke LLC's Shen Milsom & Wilke, LLC 401(k) Plan reported $19M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #14,539 in Professional & Technical Services (20,321 peers)
Coverage in New York
Shen Milsom & Wilke, LLC 401(k) Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $19M.
- #14,539
- in Professional & Technical Services (20,321 peers)
- +15.9%
- assets growth YoY
Shen Milsom & Wilke, LLC 401(k) Plan's outsized position by total assets
Shen Milsom & Wilke, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,196,568 Top 28% higher than 72% 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
Shen Milsom & Wilke, 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. Shen Milsom & Wilke, LLC 401(k) Plan sits mid-pack in the medium band (113 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shen Milsom & Wilke, LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Shen Milsom & Wilke, LLC 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 263758621 · Shen Milsom & Wilke LLC PY 2023 · 401(k)
Shen Milsom & Wilke, LLC 401(k) Plan · $19M · 113 · 72nd
- PHOTO $19M
- IND 113
- EOY 72nd
- 5500 401(k)
- ASSETS near Joyce/Dayton Corp. Savings Plan and Trust
- PCT ind #14539
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 York →
Shen Milsom & Wilke, LLC 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 263758621 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shen Milsom & Wilke LLC)
Sponsor-wide plan assets over time
All Shen Milsom & Wilke LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 38.096066469710784% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 113 | $17M |
| 2023 | 1 | 113 | $19M |
| 2024 | 1 | 144 | $23M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Shen Milsom & Wilke, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Joyce/Dayton Corp. Savings Plan and Trust in OH ($19M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Joyce/Dayton Corp. Savings Plan and Trust (OH) $19M · 175
- Rare, Inc. 401(k) Plan (VA) $19M · 90
- Holaday-Parks, Inc. 401(k) Salary Savings Plan (WA) $19M · 113
- Modern Office Methods Inc. Savings and Investment Plan (OH) $19M · 201
Similar participant headcount
Nearest other-state filings by covered participants (113 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.