401(k)
2023 plan-year 401(k) DOL Form 5500

Shawnee Milling Company Union Employees Retirement and 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Shawnee Milling Company · Oklahoma · Manufacturing

What the 2023 filing shows

Shawnee Milling Company Union Employees Retirement and 401(k) Plan holds $5M for 162 participants — about $33,896 per participant, up 10.4% over the 2023 plan year.

$5M
total plan assets (2023 EOY)
162
covered participants
$33,896
avg assets per participant
+10.4%
assets growth YoY
Total Assets (2023)
$5M
Participants
162
State
Industry
Manufacturing

What the Filing Says About Shawnee Milling Company Union Employees Retirement and 401(k) Plan

Shawnee Milling Company Union Employees Retirement and 401(k) Plan is a 401(k) retirement plan sponsored by Shawnee Milling Company, headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 162 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 730444550, and the plan has been effective since 1998-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2023 to $5M at year-end — a gain of 10.4%. Net assets (after liabilities) closed the year at $5M, with reported net income of $730K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$730K
Plan Type401(k)
Employer EIN730444550
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shawnee Milling Company)

Year Plans Participants Total Assets
2022 2 284 $19M
2023 2 299 $21M
2024 2 316 $23M

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Frequently Asked Questions

How much money is in the Shawnee Milling Company Union Employees Retirement and 401(k) Plan?
As of the 2023 Form 5500 filing, Shawnee Milling Company Union Employees Retirement and 401(k) Plan holds $5M in total assets with 162 participants. It is sponsored by Shawnee Milling Company.
What type of plan is Shawnee Milling Company Union Employees Retirement and 401(k) Plan?
Shawnee Milling Company Union Employees Retirement and 401(k) Plan is a 401(k) plan. It has been effective since 1998-06-01. The plan is filed with the U.S. Department of Labor under EIN 730444550.
Who sponsors the Shawnee Milling Company Union Employees Retirement and 401(k) Plan?
Shawnee Milling Company Union Employees Retirement and 401(k) Plan is sponsored by Shawnee Milling Company, located in Oklahoma. The sponsor's EIN is 730444550 and the plan operates in the Manufacturing industry.
How did Shawnee Milling Company Union Employees Retirement and 401(k) Plan perform in 2023?
Shawnee Milling Company Union Employees Retirement and 401(k) Plan grew by 10.4% during 2023, moving from $5M to $5M in total assets. Net income was $730K.
Where can I find official filings for Shawnee Milling Company Union Employees Retirement and 401(k) Plan?
Official Form 5500 filings for Shawnee Milling Company Union Employees Retirement and 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730444550 or plan name at efast.dol.gov.
How does Shawnee Milling Company Union Employees Retirement and 401(k) Plan compare to other plans?
You can compare Shawnee Milling Company Union Employees Retirement and 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 730444550.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.