401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$259M
Total assets: 480
Participants: 96th
Percentile by assets: $538,737
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$259M
total plan assets (2023 EOY): 480
covered participants: 96th
percentile by assets (of 127,072 plans): $538,737
avg assets per participant

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 2023→2024 release diff →

State

Ohio

Industry

Professional & Technical Services

Shumaker, Loop and Kendrick Retirement Plan vs the 2023 asset distribution

By assets, Shumaker, Loop and Kendrick Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$225M
Net Assets (End of Year)	$259M
Net Income	$33M
Employer EIN	344439491
Plan Effective Date	1968-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Shumaker, Loop and Kendrick, LLP plans on file

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

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Shumaker, Loop and Kendrick Retirement P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shumaker, Loop and Kendrick Retirement Plan by total assets, not by location.

Worksmart Systems, Inc. 401(k)Profit Sharing Plan and Trust (IN) $259M · 5,477
Cohu, Inc. Employees' Retirement Plan (CA) $259M · 583
Healthcare Associates Profit Sharing Plan (WA) $258M · 1,005
Brightsphere Inc. Profit Sharing & 401(k) Plan (MA) $259M · 362

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).

Next read for Shumaker, Loop and Kendrick Retirement P…

Scale reading

Ways to act on Shumaker, Loop and Kendrick Retirement Plan's numbers.

By total assets, Shumaker, Loop and Kendrick Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Shumaker, Loop and Kendrick, LLP's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.