401(k) · DOL Form 5500 · 2024

Udall Shumway PLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
52
Participants Small participant base
64th
Percentile by assets National rank
$276,814
Avg per participant High balance/head
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Official DOL plan name: Udall Shumway PLC 401(k) Profit Sharing Plan · Sponsored by Udall Shumway PLC · Arizona · Professional & Technical Services

$14M in assets, 52 participants

Udall Shumway PLC's Udall Shumway PLC 401(k) Profit Sharing Plan reported $14M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,630 in Professional & Technical Services (20,173 peers)

Udall Shumway PLC multi-year trail

Udall Shumway PLC's plans moved +16.6% in assets from 2022 to 2024; this filing shows Udall Shumway PLC 401(k) Profit Sharing Plan at $14M / 52 participants.

#12,630
in Professional & Technical Services (20,173 peers)
+14.4%
assets growth YoY

Udall Shumway PLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Udall Shumway PLC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,394,313 Top 36% higher than 64% of 123,620 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 2024

Udall Shumway PLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Udall Shumway PLC 401(k) Profit Sharing Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Udall Shumway PLC 401(k) Profit Sharing Plan reported net income rose from $236K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Udall Shumway PLC 401(k) Profit Sharing Plan reported participants fell from 85 in the plan year 2023 filing to 52 in the plan year 2024 filing.
  • Udall Shumway PLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 030500527 · Udall Shumway PLC PY 2024 · 401(k)

Udall Shumway PLC 401(k) Profit Sharing Plan · $14M · 52 · 64th

  • ASSETS $14M
  • ASSETS 52
  • ASSETS 64th
  • ASSETS 401(k)
  • ASSETS near International Autos Group 401(k) Plan
  • ASSETS ind #12630

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 Arizona →

Udall Shumway PLC 401(k) Profit Sharing Plan in the asset neighbourhood

Udall Shumway PLC 401(k) Profit Sharing PlanUdall Shumway PLC 401(k) Pro…$14MInternational Autos Group 401(k) PlanInternational Autos Group 40…$14MOscar De La Renta, LLC 401(k) PlanOscar De La Renta, LLC 401(k…$14MProperty Management, Inc. Employee's 401(k) PlanProperty Management, Inc. Em…$14MK2share, LLC 401(k) Plan$14M
End-of-year total assets ($M) among Udall Shumway PLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Udall Shumway PLC multi-year asset trail

Sponsor-wide plan assets over time

All Udall Shumway PLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 16.58807092003272% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.4M ▲ +16.5%
Year Plans Participants Total Assets
2022 1 85 $12M
2023 1 85 $13M
2024 1 52 $14M

Udall Shumway PLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN030500527
Plan Effective Date1978-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Udall Shumway PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Udall Shumway PLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014394313 · Participants: 52Udall Shumway PLC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Udall Shumway PLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Udall Shumway PLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Udall Shumway PLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is International Autos Group 401(k) Plan in WI ($14M); by covered participants it is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (52 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Udall Shumway PLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Udall Shumway PLC 401(k) Profit Sharing Plan grew at a solid clip - up 14.4% during 2024, from $13M to $14M. Reported net income was $2M.
How have Udall Shumway PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Udall Shumway PLC's sponsor-wide assets grew 16.6%, from $12M to $14M.
Which 401(k) plans are similar in size to Udall Shumway PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Autos Group 401(k) Plan in WI ($14M, 536 participants).
Which 401(k) plans cover a similar participant headcount to Udall Shumway PLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aceco Machine Works, Inc. 401(k) Plan in ID (52 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030500527.

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.