401(k) · DOL Form 5500 · 2023

Shumaker, Loop and Kendrick, LLP 401(k) Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
480
Participants Below avg headcount
96th
Percentile by assets National rank
$538,737
Avg per participant High balance/head
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Official DOL plan name: Shumaker, Loop and Kendrick Retirement Plan · Sponsored by Shumaker, Loop and Kendrick, LLP · Ohio · Professional & Technical Services

$259M in assets, 480 participants

Shumaker, Loop and Kendrick, LLP's Shumaker, Loop and Kendrick Retirement Plan reported $259M in total assets and 480 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #19,677 in Professional & Technical Services (20,321 peers)

Where Shumaker, Loop and Kendrick Retirement Plan sits by assets

Shumaker, Loop and Kendrick Retirement Plan sits in the top 5% of all filed plans by assets, $259M for 480 participants (~$538,737/participant), up 14.7% in 2023.

#19,677
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY
2.6×
vs typical plan assets (national mean)

Shumaker, Loop and Kendrick Retirement Plan's outsized position by total assets

Shumaker, Loop and Kendrick Retirement Plan vs every filed plan by assets

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

$258,593,653 Top 4% higher than 96% 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

Shumaker, Loop and Kendrick Retirement 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. Shumaker, Loop and Kendrick Retirement Plan sits mid-pack in the medium band (480 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shumaker, Loop and Kendrick Retirement Plan reported net income rose from -$54M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Shumaker, Loop and Kendrick Retirement Plan end-of-year assets rose from $225M in the plan year 2022 filing to $259M in the plan year 2023 filing.
  • Shumaker, Loop and Kendrick Retirement Plan reported participants rose from 444 in the plan year 2022 filing to 480 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 344439491 · Shumaker, Loop and Kendrick, LLP PY 2023 · 401(k)

Shumaker, Loop and Kendrick Retirement Plan · $259M · 480 · 96th

  • IND $259M
  • IND 480
  • IND 96th
  • IND 401(k)
  • IND near Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust
  • IND ind #19677

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 Ohio →

Shumaker, Loop and Kendrick Retirement Plan in the asset neighbourhood

Brightsphere Inc. Profit Sharing & 401(k) PlanBrightsphere Inc. Profit Sha…$259MCohu, Inc. Employees' Retirement PlanCohu, Inc. Employees' Retire…$259MShumaker, Loop and Kendrick Retirement PlanShumaker, Loop and Kendrick …$259MWorksmart Systems, Inc. 401(k)Profit Sharing Plan and TrustWorksmart Systems, Inc. 401(…$259MHealthcare Associates Profit Sharing PlanHealthcare Associates Profit…$258M
End-of-year total assets ($M) among Shumaker, Loop and Kendrick Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$225M
Net Assets (End of Year)$259M
Net Income$33M
Employer EIN344439491
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shumaker, Loop and Kendrick, LLP)

Sponsor-wide plan assets over time

All Shumaker, Loop and Kendrick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$287M 27.304062735643548% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $225M $287M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 444 $225M
2023 1 480 $259M
2024 1 509 $287M

Nearby 401(k) Plans in Ohio

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

Shumaker, Loop and Kendrick Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Shumaker, Loop and Kendrick Retirement Plan, Total assets ($B): 0.258593653 · Participants: 480Shumaker, Loop and Kendrick Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Shumaker, Loop and Kendrick Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Shumaker, Loop and Kendrick Retirement Plan side-by-side with 3 peers →

Shumaker, Loop and Kendrick Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust in IN ($259M); by covered participants it is Bass Thrift / 401(k) Plan and Trust in TX (480 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Shumaker, Loop and Kendrick Retirement Plan assets move in 2023? ▼
Shumaker, Loop and Kendrick Retirement Plan grew at a solid clip - up 14.7% during 2023, from $225M to $259M. Reported net income was $33M.
How have Shumaker, Loop and Kendrick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shumaker, Loop and Kendrick, LLP's sponsor-wide assets grew 27.3%, from $225M to $287M.
Where does Shumaker, Loop and Kendrick Retirement Plan rank by assets among Form 5500 filers? ▼
Shumaker, Loop and Kendrick Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Shumaker, Loop and Kendrick Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust in IN ($259M, 5,477 participants).
Which 401(k) plans cover a similar participant headcount to Shumaker, Loop and Kendrick Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bass Thrift / 401(k) Plan and Trust in TX (480 participants, $97M 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 344439491.

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.