401(k) · DOL Form 5500 · 2024

Akel, Logan & Shafer, P.a. 401(k) Plan

Data updated 2026-08-25

$486K
Total assets Small plan by assets
5
Participants Small participant base
17th
Percentile by assets National rank
$97,109
Avg per participant Below avg balance/head
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Official DOL plan name: Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust · Sponsored by Akel, Logan & Shafer, P.a. · Florida · Professional & Technical Services

$486K in assets, 5 participants

Akel, Logan & Shafer, P.a.'s Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust reported $486K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,681 in Professional & Technical Services (20,173 peers)

Akel, Logan & Shafer, P.a. multi-year trail

Akel, Logan & Shafer, P.a.'s plans moved +160.0% in assets from 2022 to 2024; this filing shows Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust at $486K / 5 participants.

#2,681
in Professional & Technical Services (20,173 peers)
+43.8%
assets growth YoY

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust among the smaller filed plans by assets

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust vs every filed plan by assets

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

$485,546 17th percentile higher than 17% 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

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust end-of-year assets rose from $338K in the plan year 2023 filing to $486K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 593096747 · Akel, Logan & Shafer, P.a. PY 2024 · 401(k)

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust · $486K · 5 · 17th

  • EBSA $486K
  • EBSA 5
  • EBSA 17th
  • EBSA 401(k)
  • EBSA near Cabtec Manufacturing Inc 401(k) Profit Sharing Plan
  • EBSA ind #2681

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 Florida →

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust in the asset neighbourhood

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and TrustAkel, Logan & Shafer, P.a. 4…$486KCabtec Manufacturing Inc 401(k) Profit Sharing PlanCabtec Manufacturing Inc 401…$486KAtx Dental Group PLLC Eqrp 401(k)Atx Dental Group PLLC Eqrp 4…$486KCourt Enterprises, Inc. 401(k) PlanCourt Enterprises, Inc. 401(…$486KThe Virginian Golf Club 401(k) PlanThe Virginian Golf Club 401(…$485K
End-of-year total assets ($M) among Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Akel, Logan & Shafer, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Akel, Logan & Shafer, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$486K 159.98672078304543% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.19M $0.49M ▲ +157.9%
Year Plans Participants Total Assets
2022 1 5 $187K
2023 1 5 $338K
2024 1 5 $486K

Akel, Logan & Shafer, P.a. filing trail (2024)

Total Assets (Beginning of Year)$338K
Net Assets (End of Year)$486K
Net Income$148K
Employer EIN593096747
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust, Total assets ($B): 0.000485546 · Participants: 5Akel, Logan & Shafer, P.a. 401(k) Savings Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust side-by-side with 3 peers →

Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cabtec Manufacturing Inc 401(k) Profit Sharing Plan in TN ($486K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($486K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust assets move in 2024? ▼
Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust surged - up 43.8% during 2024, from $338K to $486K. Reported net income was $148K.
How have Akel, Logan & Shafer, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akel, Logan & Shafer, P.a.'s sponsor-wide assets grew 160.0%, from $187K to $486K.
Where does Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust ranks in the 17th 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 Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cabtec Manufacturing Inc 401(k) Profit Sharing Plan in TN ($486K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Akel, Logan & Shafer, P.a. 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 593096747.

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.