401(k) · DOL Form 5500 · 2024

Scott and Shuman, P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
31st
Percentile by assets National rank
$173,966
Avg per participant Above avg balance/head
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Official DOL plan name: Scott and Shuman, P.a. 401(k) Profit Sharing Plan · Sponsored by Scott and Shuman, P.a. · Delaware · Professional & Technical Services

$2M in assets, 13 participants

Scott and Shuman, P.a.'s Scott and Shuman, P.a. 401(k) Profit Sharing Plan reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,382 in Professional & Technical Services (20,173 peers)

Scott and Shuman, P.a. multi-year trail

Scott and Shuman, P.a.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Scott and Shuman, P.a. 401(k) Profit Sharing Plan at $2M / 13 participants.

#5,382
in Professional & Technical Services (20,173 peers)
+13.0%
assets growth YoY

Scott and Shuman, P.a. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Scott and Shuman, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,261,554 31st percentile higher than 31% 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

Scott and Shuman, P.a. 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. Scott and Shuman, P.a. 401(k) Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scott and Shuman, P.a. 401(k) Profit Sharing Plan reported net income rose from $213K in the plan year 2023 filing to $261K in the plan year 2024 filing.
  • Scott and Shuman, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Scott and Shuman, P.a. 401(k) Profit Sharing Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453810607 · Scott and Shuman, P.a. PY 2024 · 401(k)

Scott and Shuman, P.a. 401(k) Profit Sharing Plan · $2M · 13 · 31st

  • PCT $2M
  • EIN 13
  • RANK 31st
  • PHOTO 401(k)
  • IND near Gibco Motor Express 401(k) Retirement Savings Plan
  • EOY ind #5382

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 Delaware →

Scott and Shuman, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Scott and Shuman, P.a. 401(k) Profit Sharing PlanScott and Shuman, P.a. 401(k…$2MGibco Motor Express 401(k) Retirement Savings PlanGibco Motor Express 401(k) R…$2MCopper Beech Capital, LLC 401(k) PlanCopper Beech Capital, LLC 40…$2MKey Equipment & Supply Company 401(k) PlanKey Equipment & Supply Compa…$2MHealthplex Associates 401(k) Profit Sharing PlanHealthplex Associates 401(k)…$2M
End-of-year total assets ($M) among Scott and Shuman, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scott and Shuman, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Scott and Shuman, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 26.51349659515361% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.79M $2.26M ▲ +26.3%
Year Plans Participants Total Assets
2022 1 10 $2M
2023 1 12 $2M
2024 1 13 $2M

Scott and Shuman, P.a. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$261K
Employer EIN453810607
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Delaware

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

Scott and Shuman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246810 Total assets ($B) Participants Scott and Shuman, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.002261554 · Participants: 13Scott and Shuman, P.a. 401(k) Profit Sharing PlanAstrazeneca Savings and Security Plan, Total assets ($B): 8.644002344 · Participants: 17175Astrazeneca Savings and Security PlanRetirement Savings Plan, Total assets ($B): 7.020466008 · Participants: 9658Retirement Savings PlanDupont Retirement Savings Plan, Total assets ($B): 3.411317052 · Participants: 9391Dupont Retirement Savings PlanWl Gore & Associates, Inc. 401(k) Plan, Total assets ($B): 2.009619555 · Participants: 8887Wl Gore & Associates, Inc. 401(k) PlanAshland Employee Savings Plan, Total assets ($B): 1.306775357 · Participants: 1405Ashland Employee Savings Plan
Scott and Shuman, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Delaware, assets vs. participants
Compare Scott and Shuman, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Scott and Shuman, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Delaware, the nearest 401(k) by assets is Gibco Motor Express 401(k) Retirement Savings Plan in IN ($2M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Scott and Shuman, P.a. 401(k) Profit Sharing Plan assets move in 2024? ▼
Scott and Shuman, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 13.0% during 2024, from $2M to $2M. Reported net income was $261K.
How have Scott and Shuman, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scott and Shuman, P.a.'s sponsor-wide assets grew 26.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Scott and Shuman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gibco Motor Express 401(k) Retirement Savings Plan in IN ($2M, 30 participants).
Which 401(k) plans cover a similar participant headcount to Scott and Shuman, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A 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 453810607.

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.