401(k) · DOL Form 5500 · 2023

Shadow Lake Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
9
Participants Small participant base
30th
Percentile by assets National rank
$206,173
Avg per participant Above avg balance/head
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Official DOL plan name: Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Shadow Lake Associates, Inc. · New Jersey · Professional & Technical Services

$2M in assets, 9 participants

Shadow Lake Associates, Inc.'s Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,154 in Professional & Technical Services (20,321 peers)

Shadow Lake Associates, Inc. multi-year trail

Shadow Lake Associates, Inc.'s plans moved +67.7% in assets from 2022 to 2024; this filing shows Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan at $2M / 9 participants.

#5,154
in Professional & Technical Services (20,321 peers)
+36.6%
assets growth YoY

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,855,559 30th percentile higher than 30% 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

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan reported net income rose from -$345K in the plan year 2022 filing to $497K in the plan year 2023 filing.
  • Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 6 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200682171 · Shadow Lake Associates, Inc. PY 2023 · 401(k)

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan · $2M · 9 · 30th

  • ASSETS $2M
  • PCT 9
  • EIN 30th
  • RANK 401(k)
  • PHOTO near The Computer Company, Inc. 401(k) Plan
  • IND ind #5154

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 Jersey →

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shadow Lake Associates, Inc. 401(k) Profit Sharing PlanShadow Lake Associates, Inc.…$2MThe Computer Company, Inc. 401(k) PlanThe Computer Company, Inc. 4…$2MAdvanced Integrated Marketing Inc Retirement PlanAdvanced Integrated Marketin…$2MFour Seasons Group, Inc. 401(k) Profit Sharing Plan and TrustFour Seasons Group, Inc. 401…$2M401(k) Profit-Sharing Plan for Employees of Boys & Girls Clubs of Tampa Bay, Inc.401(k) Profit-Sharing Plan f…$2M
End-of-year total assets ($M) among Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shadow Lake Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shadow Lake Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.73633021648654% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.28M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 9 $2M
2024 1 10 $2M

Shadow Lake Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$497K
Employer EIN200682171
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001855559 · Participants: 9Shadow Lake Associates, Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Computer Company, Inc. 401(k) Plan in CT ($2M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

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 Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan assets move in 2023?
Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan surged - up 36.6% during 2023, from $1M to $2M. Reported net income was $497K.
How have Shadow Lake Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shadow Lake Associates, Inc.'s sponsor-wide assets grew 67.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is The Computer Company, Inc. 401(k) Plan in CT ($2M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K in assets).