401(k) · DOL Form 5500 · 2023

Shannon & Wilson, Inc. 401(k) Plan

Data updated 2026-08-11

$116M
Total assets
345
Participants
92nd
Percentile by assets
$337,392
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$116M
total plan assets (2023 EOY)
345
covered participants
92nd
percentile by assets (of 127,072 plans)
$337,392
avg assets per participant

Where Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reports 345 participants - about 23% of that state average ($116M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$116M
Net Income$15M
Employer EIN910745357
Plan Effective Date1964-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shannon & Wilson, Inc.)

$120M$140M$160M$180M 202220232024 $129M $171M ▲ +32.4%
Total plan assets by year, all Shannon & Wilson, Inc. plans on file
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.

Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants

Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Shannon & Wilson, In…The Boeing Company 4…Microsoft Corporatio…Costco 401(k) Retire…T-Mobile USA, Inc. 4…401(k) Savings Plan
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust assets move in 2023?
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust grew sharply - up 23.4% during 2023, from $94M to $116M. Reported net income was $15M.
How have Shannon & Wilson, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shannon & Wilson, Inc.'s sponsor-wide assets grew 32.4%, from $129M to $171M.
Where does Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust rank by assets among Form 5500 filers?
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Preti, Flaherty, Beliveau & Pachios, LLP Profit Sharing Plan in ME ($116M, 207 participants).

Next read for Shannon & Wilson, Inc. Ps Retirement & 4…

Filing takeaways

Ways to act on Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust's numbers.