401(k) · DOL Form 5500 · 2024

Shields Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$313K
Total assets Small plan by assets
3
Participants Small participant base
14th
Percentile by assets National rank
$104,456
Avg per participant Below avg balance/head
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Official DOL plan name: Shields Insurance Group Retirement Plan · Sponsored by Shields Insurance Group, Inc. · Illinois · Finance & Insurance

$313K in assets, 3 participants

Shields Insurance Group, Inc.'s Shields Insurance Group Retirement Plan reported $313K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

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

Shields Insurance Group, Inc. multi-year trail

Shields Insurance Group, Inc.'s plans moved +65.5% in assets from 2022 to 2024; this filing shows Shields Insurance Group Retirement Plan at $313K / 3 participants.

#598
in Finance & Insurance (8,549 peers)
+28.4%
assets growth YoY

Shields Insurance Group Retirement Plan among the smaller filed plans by assets

Shields Insurance Group Retirement Plan vs every filed plan by assets

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

$313,369 14th percentile higher than 14% 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

Shields Insurance Group Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shields Insurance Group Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shields Insurance Group Retirement Plan end-of-year assets rose from $244K in the plan year 2023 filing to $313K in the plan year 2024 filing.
  • Shields Insurance Group Retirement Plan reported net income rose from $55K in the plan year 2023 filing to $69K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 810999553 · Shields Insurance Group, Inc. PY 2024 · 401(k)

Shields Insurance Group Retirement Plan · $313K · 3 · 14th

  • EIN $313K
  • RANK 3
  • PHOTO 14th
  • IND 401(k)
  • EOY near Yellow Butterfly Corporation 401(k) Profit Sharing Plan
  • 5500 ind #598

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 Illinois →

Shields Insurance Group Retirement Plan in the asset neighbourhood

Shields Insurance Group Retirement PlanShields Insurance Group Reti…$313KYellow Butterfly Corporation 401(k) Profit Sharing PlanYellow Butterfly Corporation…$313KJdt Ventures Retirement Plan$313KHugill & Associates Executive Search, Inc. 401(k) Profit Sharing PlanHugill & Associates Executiv…$313KOutside the Box Lifestyle, Inc. 401(k) Profit Sharing PlanOutside the Box Lifestyle, I…$313K
End-of-year total assets ($M) among Shields Insurance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shields Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shields Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$313K 65.48848753696662% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.19M $0.31M ▲ +63.2%
Year Plans Participants Total Assets
2022 1 3 $189K
2023 1 3 $244K
2024 1 3 $313K

Shields Insurance Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$244K
Net Assets (End of Year)$313K
Net Income$69K
Employer EIN810999553
Plan Effective Date2016-01-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Shields Insurance Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Shields Insurance Group Retirement Plan, Total assets ($B): 0.000313369 · Participants: 3Shields Insurance Group Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Shields Insurance Group Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Shields Insurance Group Retirement Plan side-by-side with 3 peers →

Shields Insurance Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Yellow Butterfly Corporation 401(k) Profit Sharing Plan in LA ($313K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Shields Insurance Group Retirement Plan assets move in 2024? ▼
Shields Insurance Group Retirement Plan grew sharply - up 28.4% during 2024, from $244K to $313K. Reported net income was $69K.
How have Shields Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shields Insurance Group, Inc.'s sponsor-wide assets grew 65.5%, from $189K to $313K.
Where does Shields Insurance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Shields Insurance Group Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Shields Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yellow Butterfly Corporation 401(k) Profit Sharing Plan in LA ($313K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Shields Insurance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 810999553.

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.