401(k) · DOL Form 5500 · 2023

Shapiro & Duncan Inc. 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
338
Participants Below avg headcount
85th
Percentile by assets National rank
$138,795
Avg per participant Near avg balance/head
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Official DOL plan name: Shapiro & Duncan, Inc. Employee 401(k) Plan · Sponsored by Shapiro & Duncan Inc. · Maryland · Construction

$47M in assets, 338 participants

Shapiro & Duncan Inc.'s Shapiro & Duncan, Inc. Employee 401(k) Plan reported $47M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,471 in Construction (9,030 peers)

Coverage in Maryland

Shapiro & Duncan, Inc. Employee 401(k) Plan covers 338 participants in Maryland, about 36% of the average Maryland filer (state average ~929 per filing). Assets: $47M.

#7,471
in Construction (9,030 peers)
+20.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shapiro & Duncan, Inc. Employee 401(k) Plan's outsized position by total assets

Shapiro & Duncan, Inc. Employee 401(k) Plan vs every filed plan by assets

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

$46,912,655 Top 15% higher than 85% 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

Shapiro & Duncan, Inc. Employee 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. Shapiro & Duncan, Inc. Employee 401(k) Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shapiro & Duncan, Inc. Employee 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Shapiro & Duncan, Inc. Employee 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521069819 · Shapiro & Duncan Inc. PY 2023 · 401(k)

Shapiro & Duncan, Inc. Employee 401(k) Plan · $47M · 338 · 85th

  • NET $47M
  • BOOK 338
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Utah Cancer Specialists, P.C. 401(k) Profit Sharing Plan
  • EBSA ind #7471

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 Construction retirement plans → · Plans in Maryland →

Shapiro & Duncan, Inc. Employee 401(k) Plan in the asset neighbourhood

Kirksey Architects, Inc. Dba KirkseyKirksey Architects, Inc. Dba…$47MShapiro & Duncan, Inc. Employee 401(k) PlanShapiro & Duncan, Inc. Emplo…$47MUtah Cancer Specialists, P.C. 401(k) Profit Sharing PlanUtah Cancer Specialists, P.C…$47MCodexis, Inc. 401(k) Plan$47MSara Lee Frozen Bakery 401(k) PlanSara Lee Frozen Bakery 401(k…$47M
End-of-year total assets ($M) among Shapiro & Duncan, Inc. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN521069819
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shapiro & Duncan Inc.)

Sponsor-wide plan assets over time

All Shapiro & Duncan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 38.49581639786642% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.8M $53.8M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 336 $39M
2023 1 338 $47M
2024 1 356 $54M

Nearby 401(k) Plans in Maryland

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

Shapiro & Duncan, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shapiro & Duncan, Inc. Employee 401(k) Plan, Total assets ($B): 0.046912655 · Participants: 338Shapiro & Duncan, Inc. Employee 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Shapiro & Duncan, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Shapiro & Duncan, Inc. Employee 401(k) Plan side-by-side with 3 peers →

Shapiro & Duncan, Inc. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Utah Cancer Specialists, P.C. 401(k) Profit Sharing Plan in UT ($47M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Shapiro & Duncan, Inc. Employee 401(k) Plan assets move in 2023? ▼
Shapiro & Duncan, Inc. Employee 401(k) Plan grew sharply - up 20.8% during 2023, from $39M to $47M. Reported net income was $8M.
How have Shapiro & Duncan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shapiro & Duncan Inc.'s sponsor-wide assets grew 38.5%, from $39M to $54M.
Where does Shapiro & Duncan, Inc. Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Shapiro & Duncan, Inc. Employee 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shapiro & Duncan, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Utah Cancer Specialists, P.C. 401(k) Profit Sharing Plan in UT ($47M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Shapiro & Duncan, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 participants, N/A 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 521069819.

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.