401(k) · DOL Form 5500 · 2023
Shannon & Wilson, Inc. 401(k) Plan
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 345
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $337,392
- Avg per participant High balance/head
Official DOL plan name: Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust · Sponsored by Shannon & Wilson, Inc. · Washington · Professional & Technical Services
$116M in assets, 345 participants
Shannon & Wilson, Inc.'s Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reported $116M in total assets and 345 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,986 in Professional & Technical Services (20,321 peers)
Coverage in Washington
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust covers 345 participants in Washington, about 23% of the average Washington filer (state average ~1,476 per filing). Assets: $116M.
- #18,986
- in Professional & Technical Services (20,321 peers)
- +23.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust's outsized position by total assets
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$116,400,283 Top 8% higher than 92% 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
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust 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. Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust sits mid-pack in the medium band (345 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reported net income rose from -$25M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust end-of-year assets rose from $94M in the plan year 2022 filing to $116M in the plan year 2023 filing.
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reported participants rose from 297 in the plan year 2022 filing to 345 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 910745357 · Shannon & Wilson, Inc. PY 2023 · 401(k)
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust · $116M · 345 · 92nd
- EOY $116M
- EOY 345
- EOY 92nd
- EOY 401(k)
- EOY near Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan
- EOY ind #18986
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 Washington →
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $116M |
| Net Income | $15M |
| Employer EIN | 910745357 |
| Plan Effective Date | 1964-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shannon & Wilson, Inc.)
Sponsor-wide plan assets over time
All Shannon & Wilson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 32.382695645899204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 554 | $129M |
| 2023 | 2 | 647 | $151M |
| 2024 | 2 | 713 | $171M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan in ME ($116M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan (ME) $116M · 207
- Potter Anderson & Corroon LLP Retirement Plan (DE) $116M · 128
- Adventist Health 401(k) Plan (CA) $116M · 2,430
- Fujifilm Dimatix, Inc. 401(k) Plan (NH) $116M · 679
Similar participant headcount
Nearest other-state filings by covered participants (345 participants); asset peers above are excluded.
- Bcc Engineering, LLC. Retirement Plan and Trust (FL) 345 · 0 off
- Medable 401(k) Plan (CA) 345 · 0 off
- Idera 401(k) Savings Plan (TX) 345 · 0 off
- Healthtronics Group, LP 401(k) Plan (TX) 345 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.