401(k) · DOL Form 5500 · 2024

Shadow Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
20
Participants Small participant base
34th
Percentile by assets National rank
$153,130
Avg per participant Above avg balance/head
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Official DOL plan name: Shadow Enterprises, Inc. 401(k) Plan · Sponsored by Shadow Enterprises, Inc. · Mississippi · Transportation & Warehousing

$3M in assets, 20 participants

Shadow Enterprises, Inc.'s Shadow Enterprises, Inc. 401(k) Plan reported $3M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,149 in Transportation & Warehousing (3,299 peers)

What the 2024 filing shows

Shadow Enterprises, Inc. 401(k) Plan holds $3M for 20 participants - about $153,130 per participant, in the lower half of filed plans by assets.

#1,149
in Transportation & Warehousing (3,299 peers)
+2.8%
assets growth YoY

Shadow Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Shadow Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$3,062,601 34th percentile higher than 34% 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

Shadow Enterprises, Inc. 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. Shadow Enterprises, Inc. 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shadow Enterprises, Inc. 401(k) Plan reported net income rose from -$394K in the plan year 2023 filing to $83K in the plan year 2024 filing.
  • Shadow Enterprises, Inc. 401(k) Plan reported participants fell from 27 in the plan year 2023 filing to 20 in the plan year 2024 filing.
  • Shadow Enterprises, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 821482944 · Shadow Enterprises, Inc. PY 2024 · 401(k)

Shadow Enterprises, Inc. 401(k) Plan · $3M · 20 · 34th

  • VS-ST $3M
  • VS-ST 20
  • VS-ST 34th
  • VS-ST 401(k)
  • VS-ST near Technicon Systems 401(k) Profit Sharing Plan
  • VS-ST ind #1149

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 Transportation & Warehousing retirement plans → · Plans in Mississippi →

Shadow Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Shadow Enterprises, Inc. 401(k) PlanShadow Enterprises, Inc. 401…$3MTechnicon Systems 401(k) Profit Sharing PlanTechnicon Systems 401(k) Pro…$3MModell Financial, Inc. 401(k) PlanModell Financial, Inc. 401(k…$3MDst-Avi Retirement Plan$3MThe Wakefield's, Inc. Profit Sharing and 401(k) Savings PlanThe Wakefield's, Inc. Profit…$3M
End-of-year total assets ($M) among Shadow Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$83K
Employer EIN821482944
Plan Effective Date2017-05-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Shadow Enterprises, Inc.)

Sponsor-wide plan assets over time

All Shadow Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 9.21747899398795% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $3.37M $3.06M ▼ -9.2%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 27 $3M
2024 1 20 $3M

Nearby 401(k) Plans in Mississippi

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

Shadow Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Shadow Enterprises, Inc. 401(k) Plan, Total assets ($M): 3.062601 · Participants: 20Shadow Enterprises, Inc. 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Shadow Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Shadow Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Shadow Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Technicon Systems 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is Aae 401(k) Retirement Plan in MN (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Shadow Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Shadow Enterprises, Inc. 401(k) Plan edged up modestly - up 2.8% during 2024, from $3M to $3M. Reported net income was $83K.
How have Shadow Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shadow Enterprises, Inc.'s sponsor-wide assets declined 9.2%, from $3M to $3M.
Which 401(k) plans are similar in size to Shadow Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Technicon Systems 401(k) Profit Sharing Plan in CA ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Shadow Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aae 401(k) Retirement Plan in MN (20 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 821482944.

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.