401(k) · DOL Form 5500 · 2024

Shenkman Capital Management, Inc. 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
136
Participants Small participant base
87th
Percentile by assets National rank
$468,809
Avg per participant High balance/head
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Official DOL plan name: Shenkman Capital Management, Inc. 401(k) Retirement Plan · Sponsored by Shenkman Capital Management, Inc. · New York · Finance & Insurance

$64M in assets, 136 participants

Shenkman Capital Management, Inc.'s Shenkman Capital Management, Inc. 401(k) Retirement Plan reported $64M in total assets and 136 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,793 in Finance & Insurance (8,549 peers)

Coverage in New York

Shenkman Capital Management, Inc. 401(k) Retirement Plan covers 136 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $64M.

#6,793
in Finance & Insurance (8,549 peers)
+19.1%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Shenkman Capital Management, Inc. 401(k) Retirement Plan's outsized position by total assets

Shenkman Capital Management, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$63,758,000 Top 13% higher than 87% 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

Shenkman Capital Management, Inc. 401(k) Retirement 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. Shenkman Capital Management, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shenkman Capital Management, Inc. 401(k) Retirement Plan end-of-year assets rose from $54M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Shenkman Capital Management, Inc. 401(k) Retirement Plan reported participants rose from 131 in the plan year 2023 filing to 136 in the plan year 2024 filing.
  • Shenkman Capital Management, Inc. 401(k) Retirement Plan reported net income rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133280361 · Shenkman Capital Management, Inc. PY 2024 · 401(k)

Shenkman Capital Management, Inc. 401(k) Retirement Plan · $64M · 136 · 87th

  • RANK $64M
  • RANK 136
  • RANK 87th
  • RANK 401(k)
  • RANK near Cbm Retirement Investment and 401(k) Plan
  • RANK ind #6793

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 Finance & Insurance retirement plans → · Plans in New York →

Shenkman Capital Management, Inc. 401(k) Retirement Plan in the asset neighbourhood

Shenkman Capital Management, Inc. 401(k) Retirement PlanShenkman Capital Management,…$64MCbm Retirement Investment and 401(k) PlanCbm Retirement Investment an…$64MHexagon 401(k) Plan$64MRite-Solutions Savings & Investment PlanRite-Solutions Savings & Inv…$64MProgressive Ae Flexible Compensation PlanProgressive Ae Flexible Comp…$64M
End-of-year total assets ($M) among Shenkman Capital Management, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$64M
Net Income$10M
Employer EIN133280361
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shenkman Capital Management, Inc.)

Sponsor-wide plan assets over time

All Shenkman Capital Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 46.04532206122501% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $43.7M $63.8M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 124 $44M
2023 1 131 $54M
2024 1 136 $64M

Nearby 401(k) Plans in New York

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

Shenkman Capital Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shenkman Capital Management, Inc. 401(k) Retirement Plan, Total assets ($B): 0.063758 · Participants: 136Shenkman Capital Management, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Shenkman Capital Management, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shenkman Capital Management, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Shenkman Capital Management, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cbm Retirement Investment and 401(k) Plan in MI ($64M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Shenkman Capital Management, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Shenkman Capital Management, Inc. 401(k) Retirement Plan grew sharply - up 19.1% during 2024, from $54M to $64M. Reported net income was $10M.
How have Shenkman Capital Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shenkman Capital Management, Inc.'s sponsor-wide assets grew 46.0%, from $44M to $64M.
Where does Shenkman Capital Management, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Shenkman Capital Management, Inc. 401(k) Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shenkman Capital Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cbm Retirement Investment and 401(k) Plan in MI ($64M, 701 participants).
Which 401(k) plans cover a similar participant headcount to Shenkman Capital Management, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 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 133280361.

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.