401(k) · DOL Form 5500 · 2024

Shadow Lake Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
31st
Percentile by assets National rank
$227,911
Avg per participant Above avg balance/head
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Official DOL plan name: Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan · Sponsored by Shadow Lake Associates, Inc. · New Jersey · Professional & Technical Services

$2M in assets, 10 participants

Shadow Lake Associates, Inc.'s Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,410 in Professional & Technical Services (20,173 peers)

Shadow Lake Associates, Inc. multi-year trail

Shadow Lake Associates, Inc.'s plans moved +67.7% in assets from 2022 to 2024; this filing shows Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan at $2M / 10 participants.

#5,410
in Professional & Technical Services (20,173 peers)
+22.8%
assets growth YoY

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,279,109 31st percentile higher than 31% 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

Shadow Lake Associates, Inc. 401(k) Profit Sharing 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. Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan reported net income fell from $497K in the plan year 2023 filing to $424K in the plan year 2024 filing.
  • Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 200682171 · Shadow Lake Associates, Inc. PY 2024 · 401(k)

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan · $2M · 10 · 31st

  • 5500 $2M
  • ASSETS 10
  • PCT 31st
  • EIN 401(k)
  • RANK near Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese
  • PHOTO ind #5410

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 New Jersey →

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shadow Lake Associates, Inc. 401(k) Profit Sharing PlanShadow Lake Associates, Inc.…$2MKenneth P. Franzese Group Single (K) Fbo Kenneth P. FranzeseKenneth P. Franzese Group Si…$2MOtter Lake Technologies, LLC 401(k) PlanOtter Lake Technologies, LLC…$2MColonial Oaks Senior Living Employer LLC 401(k) PlanColonial Oaks Senior Living …$2MShowalter Construction Company 401(k) PspShowalter Construction Compa…$2M
End-of-year total assets ($M) among Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shadow Lake Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shadow Lake Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.73633021648654% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.36M $2.28M ▲ +67.6%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 9 $2M
2024 1 10 $2M

Shadow Lake Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$424K
Employer EIN200682171
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.002279109 · Participants: 10Shadow Lake Associates, Inc. 401(k) Profit Sharing PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in IL ($2M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.8% during 2024, from $2M to $2M. Reported net income was $424K.
How have Shadow Lake Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shadow Lake Associates, Inc.'s sponsor-wide assets grew 67.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenneth P. Franzese Group Single (K) Fbo Kenneth P. Franzese in IL ($2M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Shadow Lake Associates, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 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 200682171.

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.