Profit Sharing · DOL Form 5500 · 2023

Wm. J. Shaffer Assoc., Inc. Profit Sharing Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
8
Participants Small participant base
49th
Percentile by assets National rank
$798,899
Avg per participant High balance/head
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Official DOL plan name: Wm J. Shaffer Assoc., Inc. Profit Sharing Plan · Sponsored by Wm. J. Shaffer Assoc., Inc. · Ohio · Construction

$6M in assets, 8 participants

Wm. J. Shaffer Assoc., Inc.'s Wm J. Shaffer Assoc., Inc. Profit Sharing Plan reported $6M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,287 in Construction (9,030 peers)

Wm. J. Shaffer Assoc., Inc. multi-year trail

Wm. J. Shaffer Assoc., Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Wm J. Shaffer Assoc., Inc. Profit Sharing Plan at $6M / 8 participants.

#4,287
in Construction (9,030 peers)
+7.2%
assets growth YoY

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,391,190 49th percentile higher than 49% 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

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wm J. Shaffer Assoc., Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wm J. Shaffer Assoc., Inc. Profit Sharing Plan reported net income fell from $980K in the plan year 2022 filing to $429K in the plan year 2023 filing.
  • Wm J. Shaffer Assoc., Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 310844131 · Wm. J. Shaffer Assoc., Inc. PY 2023 · Profit Sharing

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan · $6M · 8 · 49th

  • BOY $6M
  • SCH 8
  • EBSA 49th
  • PART Profit Sharing
  • TYPE near Walters/Valley Ready Mix P/S Plan
  • NET ind #4287

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 Construction retirement plans → · Plans in Ohio →

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan in the asset neighbourhood

Wm J. Shaffer Assoc., Inc. Profit Sharing PlanWm J. Shaffer Assoc., Inc. P…$6MWalters/Valley Ready Mix P/S PlanWalters/Valley Ready Mix P/S…$6MAlliance Partners 401(k) Plan$6MEpic Long Island, Inc. Tax Deferred Annunity PlanEpic Long Island, Inc. Tax D…$6MWichita Pediatric Associates, P.a. Integrated Profit Sharing PlanWichita Pediatric Associates…$6M
End-of-year total assets ($M) among Wm J. Shaffer Assoc., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Wm. J. Shaffer Assoc., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wm. J. Shaffer Assoc., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.178862194972023% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.96M $6.69M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 8 $6M
2024 1 6 $7M

Wm. J. Shaffer Assoc., Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$429K
Employer EIN310844131
Plan Effective Date1975-09-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Wm J. Shaffer Assoc., Inc. Profit Sharing Plan, Total assets ($B): 0.00639119 · Participants: 8Wm J. Shaffer Assoc., Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
Wm J. Shaffer Assoc., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Wm J. Shaffer Assoc., Inc. Profit Sharing Plan side-by-side with 3 peers →

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Walters/Valley Ready Mix P/S Plan in ID ($6M); by covered participants it is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Wm J. Shaffer Assoc., Inc. Profit Sharing Plan assets move in 2023? ▼
Wm J. Shaffer Assoc., Inc. Profit Sharing Plan grew at a solid clip - up 7.2% during 2023, from $6M to $6M. Reported net income was $429K.
How have Wm. J. Shaffer Assoc., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wm. J. Shaffer Assoc., Inc.'s sponsor-wide assets grew 12.2%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Wm J. Shaffer Assoc., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Walters/Valley Ready Mix P/S Plan in ID ($6M, 67 participants).
Which Profit Sharing plans cover a similar participant headcount to Wm J. Shaffer Assoc., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Verona Insurance Agency, Inc. 401(k) Profit Sharing Plan in NJ (8 participants, $424K 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 310844131.

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.