401(k) · DOL Form 5500 · 2024
Shull & Associates Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $827K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $275,550
- Avg per participant High balance/head
Official DOL plan name: Shull & Associates Agency Retirement Plan · Sponsored by Shull & Associates Agency, Inc. · Arizona · Finance & Insurance
$827K in assets, 3 participants
Shull & Associates Agency, Inc.'s Shull & Associates Agency Retirement Plan reported $827K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #1,027 in Finance & Insurance (8,549 peers)
Shull & Associates Agency, Inc. multi-year trail
Shull & Associates Agency, Inc.'s plans moved +63.1% in assets from 2022 to 2024; this filing shows Shull & Associates Agency Retirement Plan at $827K / 3 participants.
- #1,027
- in Finance & Insurance (8,549 peers)
- +14.3%
- assets growth YoY
Shull & Associates Agency Retirement Plan among the smaller filed plans by assets
Shull & Associates Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$826,651 22nd percentile higher than 22% 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
Shull & Associates Agency 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. Shull & Associates Agency Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shull & Associates Agency Retirement Plan reported net income fell from $217K in the plan year 2023 filing to $103K in the plan year 2024 filing.
- Shull & Associates Agency Retirement Plan end-of-year assets rose from $724K in the plan year 2023 filing to $827K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 475474184 · Shull & Associates Agency, Inc. PY 2024 · 401(k)
Shull & Associates Agency Retirement Plan · $827K · 3 · 22nd
- PHOTO $827K
- PHOTO 3
- PHOTO 22nd
- PHOTO 401(k)
- PHOTO near Taddsco Images, Inc. Profit Sharing Plan and Trust
- PHOTO ind #1027
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 Arizona →
Shull & Associates Agency Retirement Plan in the asset neighbourhood
Shull & Associates Agency, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shull & Associates Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $827K 63.080665302813% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $507K |
| 2023 | 1 | 3 | $724K |
| 2024 | 1 | 3 | $827K |
Shull & Associates Agency, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $724K |
|---|---|
| Net Assets (End of Year) | $827K |
| Net Income | $103K |
| Employer EIN | 475474184 |
| Plan Effective Date | 2015-11-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Shull & Associates Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Taddsco Images, Inc. Profit Sharing Plan and Trust in KS ($827K); 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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($827K here).
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.