401(k) · DOL Form 5500 · 2024
Shakespeare Oil Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $152,461
- Avg per participant Above avg balance/head
Official DOL plan name: Shakespeare 401(k) Plan · Sponsored by Shakespeare Oil Company, Inc. · Illinois · Mining & Oil Extraction
$16M in assets, 104 participants
Shakespeare Oil Company, Inc.'s Shakespeare 401(k) Plan reported $16M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #368 in Mining & Oil Extraction (785 peers)
Coverage in Illinois
Shakespeare 401(k) Plan covers 104 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $16M.
- #368
- in Mining & Oil Extraction (785 peers)
- +19.9%
- assets growth YoY
Shakespeare 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Shakespeare 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,855,967 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shakespeare 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shakespeare 401(k) Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shakespeare 401(k) Plan reported participants rose from 73 in the plan year 2023 filing to 104 in the plan year 2024 filing.
- Shakespeare 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Shakespeare 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 370659320 · Shakespeare Oil Company, Inc. PY 2024 · 401(k)
Shakespeare 401(k) Plan · $16M · 104 · 66th
- BOOK $16M
- VS-ST 104
- BOY 66th
- SCH 401(k)
- EBSA near The Day Publishing Company 401(k) Savings and Investment Plan
- PART ind #368
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 Mining & Oil Extraction retirement plans → · Plans in Illinois →
Shakespeare 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 370659320 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shakespeare Oil Company, Inc.)
Sponsor-wide plan assets over time
All Shakespeare Oil Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 47.35220838262586% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 84 | $11M |
| 2023 | 1 | 73 | $13M |
| 2024 | 1 | 104 | $16M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Shakespeare 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is The Day Publishing Company 401(k) Savings and Investment Plan in CT ($16M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.