401(k) · DOL Form 5500 · 2024

Shoun Bach 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
16
Participants Small participant base
43rd
Percentile by assets National rank
$338,312
Avg per participant High balance/head
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Official DOL plan name: Shoun Bach 401(k) Plan · Sponsored by Shoun Bach · Virginia · Professional & Technical Services

$5M in assets, 16 participants

Shoun Bach's Shoun Bach 401(k) Plan reported $5M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,282 in Professional & Technical Services (20,173 peers)

Shoun Bach multi-year trail

Shoun Bach's plans moved +22.8% in assets from 2022 to 2024; this filing shows Shoun Bach 401(k) Plan at $5M / 16 participants.

#8,282
in Professional & Technical Services (20,173 peers)
-2.8%
assets change YoY

The plan reported a net loss of $153K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shoun Bach 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shoun Bach 401(k) Plan vs every filed plan by assets

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

$5,412,997 43rd percentile higher than 43% 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

Shoun Bach 401(k) 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. Shoun Bach 401(k) Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shoun Bach 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$153K in the plan year 2024 filing.
  • Shoun Bach 401(k) Plan reported participants rose from 14 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Shoun Bach 401(k) Plan end-of-year assets fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540994824 · Shoun Bach PY 2024 · 401(k)

Shoun Bach 401(k) Plan · $5M · 16 · 43rd

  • 5500 $5M
  • ASSETS 16
  • PCT 43rd
  • EIN 401(k)
  • RANK near Milk Makeup, LLC 401(k) Plan
  • PHOTO ind #8282

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 Virginia →

Shoun Bach 401(k) Plan in the asset neighbourhood

Shoun Bach 401(k) Plan$5MMilk Makeup, LLC 401(k) Plan$5MScott a. Paul, D.D.S., a.P.C. Cross-Tested 401(k) Profit Sharing PlanScott a. Paul, D.D.S., a.P.C…$5M1uphealth 401(k) Plan$5MJuniper Landscaping of Florida, LLC 401(k) Profit Sharing PlanJuniper Landscaping of Flori…$5M
End-of-year total assets ($M) among Shoun Bach 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shoun Bach multi-year asset trail

Sponsor-wide plan assets over time

All Shoun Bach plans reported in each filing year

Latest sponsor-wide plan assets
$5M 22.80111471622332% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.41M $5.41M ▲ +22.7%
Year Plans Participants Total Assets
2022 1 15 $4M
2023 1 14 $6M
2024 1 16 $5M

Shoun Bach filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$153K
Employer EIN540994824
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Shoun Bach 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shoun Bach 401(k) Plan, Total assets ($B): 0.005412997 · Participants: 16Shoun Bach 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Shoun Bach 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Shoun Bach 401(k) Plan side-by-side with 3 peers →

Shoun Bach 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Milk Makeup, LLC 401(k) Plan in NY ($5M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

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 Shoun Bach 401(k) Plan assets move in 2024? ▼
Shoun Bach 401(k) Plan edged down modestly - down 2.8% during 2024, from $6M to $5M. Reported net income was -$153K.
How have Shoun Bach plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoun Bach's sponsor-wide assets grew 22.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Shoun Bach 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Milk Makeup, LLC 401(k) Plan in NY ($5M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Shoun Bach 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 540994824.

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.