401(k) · DOL Form 5500 · 2023

Shogun Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 132
Participants Small participant base: 35th
Percentile by assets National rank: $21,124
Avg per participant Low balance/head

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Official DOL plan name: Shogun 401(k) Plan · Sponsored by Shogun Enterprises Inc. · Texas · Information & Media

$3M in assets, 132 participants

Shogun Enterprises Inc.'s Shogun 401(k) Plan reported $3M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

#542 in Information & Media (2,818 peers)

Coverage in Texas

Shogun 401(k) Plan covers 132 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#542
in Information & Media (2,818 peers): +30.9%
assets growth YoY

Shogun 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Shogun 401(k) Plan vs every filed plan by assets

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

$2,788,352 35th percentile higher than 35% 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

Shogun 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. Shogun 401(k) Plan sits mid-pack in the medium band (132 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Shogun 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Shogun 401(k) Plan reported net income rose from $519K in the plan year 2022 filing to $658K in the plan year 2023 filing.
Shogun 401(k) Plan reported participants fell from 150 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 813965471 · Shogun Enterprises Inc. PY 2023 · 401(k)

Shogun 401(k) Plan · $3M · 132 · 35th

SCH $3M
EBSA 132
PART 35th
TYPE 401(k)
NET near Pinnacle Fit Clubs, LLC Retirement Plan
BOOK ind #542

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 Information & Media retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Shogun 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$658K
Employer EIN	813965471
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shogun Enterprises Inc.)

Latest sponsor-wide plan assets: $3M 59.84856058397997% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	150	$2M
2023	1	132	$3M
2024	1	105	$3M

Nearby 401(k) Plans in Texas

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

Shogun 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Shogun 401(k) Plan side-by-side with 3 peers →

Shogun 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pinnacle Fit Clubs, LLC Retirement Plan in IL ($3M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Pinnacle Fit Clubs, LLC Retirement Plan (IL) $3M · 919
Dealers Supply & Lumber Company, LLC Profit Sharing Plan (SC) $3M · 37
St. Anthony's Hospice, Inc. 401(k) Plan (KY) $3M · 59
Piini Realty, Inc. 401(k) Profit Sharing Plan (CA) $3M · 8

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
Treeline Biosciences 401(k) Plan (MA) 132 · 0 off

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 Shogun 401(k) Plan assets move in 2023? ▼

Shogun 401(k) Plan surged - up 30.9% during 2023, from $2M to $3M. Reported net income was $658K.

How have Shogun Enterprises Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shogun Enterprises Inc.'s sponsor-wide assets grew 59.8%, from $2M to $3M.

Which 401(k) plans are similar in size to Shogun 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pinnacle Fit Clubs, LLC Retirement Plan in IL ($3M, 919 participants).

Which 401(k) plans cover a similar participant headcount to Shogun 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 813965471.