401(k) · DOL Form 5500 · 2023

Much Shelist, P.C. 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
159
Participants Small participant base
86th
Percentile by assets National rank
$331,319
Avg per participant High balance/head
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Official DOL plan name: Much Shelist Profit Sharing Plan and Trust · Sponsored by Much Shelist, P.C. · Illinois · Professional & Technical Services

$53M in assets, 159 participants

Much Shelist, P.C.'s Much Shelist Profit Sharing Plan and Trust reported $53M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,698 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Much Shelist Profit Sharing Plan and Trust covers 159 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $53M.

#17,698
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Much Shelist Profit Sharing Plan and Trust's outsized position by total assets

Much Shelist Profit Sharing Plan and Trust vs every filed plan by assets

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

$52,679,777 Top 14% higher than 86% 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

Much Shelist Profit Sharing 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. Much Shelist Profit Sharing Plan and Trust sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Much Shelist Profit Sharing Plan and Trust reported net income rose from $484K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Much Shelist Profit Sharing Plan and Trust end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Much Shelist Profit Sharing Plan and Trust reported participants rose from 152 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362757501 · Much Shelist, P.C. PY 2023 · 401(k)

Much Shelist Profit Sharing Plan and Trust · $53M · 159 · 86th

  • PHOTO $53M
  • IND 159
  • EOY 86th
  • 5500 401(k)
  • ASSETS near Haug Partners LLP 401(k) Plan
  • PCT ind #17698

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 Illinois →

Much Shelist Profit Sharing Plan and Trust in the asset neighbourhood

Learjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$53MMusic Choice 401(k) Savings PlanMusic Choice 401(k) Savings …$53MMuch Shelist Profit Sharing Plan and TrustMuch Shelist Profit Sharing …$53MHaug Partners LLP 401(k) Plan$53MBurton + Burton Profit Sharing & 401(k) PlanBurton + Burton Profit Shari…$53M
End-of-year total assets ($M) among Much Shelist Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN362757501
Plan Effective Date1992-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Much Shelist, P.C.)

Sponsor-wide plan assets over time

All Much Shelist, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 31.026785116425526% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.9M $60.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 152 $46M
2023 1 159 $53M
2024 1 154 $60M

Nearby 401(k) Plans in Illinois

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

Much Shelist Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Much Shelist Profit Sharing Plan and Trust, Total assets ($B): 0.052679777 · Participants: 159Much Shelist Profit Sharing Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Much Shelist Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Much Shelist Profit Sharing Plan and Trust side-by-side with 3 peers →

Much Shelist Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Haug Partners LLP 401(k) Plan in NY ($53M); by covered participants it is Visiting Angels 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Much Shelist Profit Sharing Plan and Trust assets move in 2023? ▼
Much Shelist Profit Sharing Plan and Trust grew at a solid clip - up 14.7% during 2023, from $46M to $53M. Reported net income was $7M.
How have Much Shelist, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Much Shelist, P.C.'s sponsor-wide assets grew 31.0%, from $46M to $60M.
Where does Much Shelist Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Much Shelist Profit Sharing Plan and Trust ranks in the 86th 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 Much Shelist Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Haug Partners LLP 401(k) Plan in NY ($53M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Much Shelist Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Visiting Angels 401(k) Plan in PA (159 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 362757501.

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.