401(k) · DOL Form 5500 · 2023

Searcy Denney Scarola Barnhart & Shipley, PA 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
152
Participants Small participant base
88th
Percentile by assets National rank
$431,236
Avg per participant High balance/head
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Official DOL plan name: Searcy, Denney Et Al. 401(k) Profit Sharing Plan · Sponsored by Searcy Denney Scarola Barnhart & Shipley, PA · Florida · Professional & Technical Services

$66M in assets, 152 participants

Searcy Denney Scarola Barnhart & Shipley, PA's Searcy, Denney Et Al. 401(k) Profit Sharing Plan reported $66M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,151 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Searcy, Denney Et Al. 401(k) Profit Sharing Plan covers 152 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $66M.

#18,151
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Searcy, Denney Et Al. 401(k) Profit Sharing Plan's outsized position by total assets

Searcy, Denney Et Al. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$65,547,882 Top 12% higher than 88% 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

Searcy, Denney Et Al. 401(k) Profit Sharing Plan 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. Searcy, Denney Et Al. 401(k) Profit Sharing Plan sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Searcy, Denney Et Al. 401(k) Profit Sharing Plan reported net income rose from -$18M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Searcy, Denney Et Al. 401(k) Profit Sharing Plan end-of-year assets rose from $58M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Searcy, Denney Et Al. 401(k) Profit Sharing Plan reported participants rose from 143 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591720203 · Searcy Denney Scarola Barnhart & Shipley, PA PY 2023 · 401(k)

Searcy, Denney Et Al. 401(k) Profit Sharing Plan · $66M · 152 · 88th

  • EIN $66M
  • EIN 152
  • EIN 88th
  • EIN 401(k)
  • EIN near Chevron Federal Credit Union 401(k) Plan
  • EIN ind #18151

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 Florida →

Searcy, Denney Et Al. 401(k) Profit Sharing Plan in the asset neighbourhood

Birdsong Corporation 401(k) Matching & Profit Sharing Contribution PlanBirdsong Corporation 401(k) …$66MLucid Software Inc. 401(k) PlanLucid Software Inc. 401(k) P…$66MSearcy, Denney Et Al. 401(k) Profit Sharing PlanSearcy, Denney Et Al. 401(k)…$66MChevron Federal Credit Union 401(k) PlanChevron Federal Credit Union…$66MMeyer -Hestan 401(k) Retirement PlanMeyer -Hestan 401(k) Retirem…$66M
End-of-year total assets ($M) among Searcy, Denney Et Al. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$66M
Net Income$8M
Employer EIN591720203
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Searcy Denney Scarola Barnhart & Shipley, PA)

Sponsor-wide plan assets over time

All Searcy Denney Scarola Barnhart & Shipley, PA plans reported in each filing year

Latest sponsor-wide plan assets
$74M 28.16925828827844% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $57.9M $74.2M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 143 $58M
2023 1 152 $66M
2024 1 150 $74M

Nearby 401(k) Plans in Florida

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

Searcy, Denney Et Al. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Searcy, Denney Et Al. 401(k) Profit Sharing Plan, Total assets ($B): 0.065547882 · Participants: 152Searcy, Denney Et Al. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Searcy, Denney Et Al. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Searcy, Denney Et Al. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Searcy, Denney Et Al. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Chevron Federal Credit Union 401(k) Plan in CA ($66M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Searcy, Denney Et Al. 401(k) Profit Sharing Plan assets move in 2023? ▼
Searcy, Denney Et Al. 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $58M to $66M. Reported net income was $8M.
How have Searcy Denney Scarola Barnhart & Shipley, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Searcy Denney Scarola Barnhart & Shipley, PA's sponsor-wide assets grew 28.2%, from $58M to $74M.
Where does Searcy, Denney Et Al. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Searcy, Denney Et Al. 401(k) Profit Sharing Plan ranks in the 88th 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 Searcy, Denney Et Al. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chevron Federal Credit Union 401(k) Plan in CA ($66M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Searcy, Denney Et Al. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 591720203.

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.