401(k) · DOL Form 5500 · 2024

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$295,106
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shoemaker & Besser Insurance Group, Inc. 401(k) Plan · Sponsored by Shoemaker & Besser Insurance Group, Inc. · Pennsylvania · Finance & Insurance

$2M in assets, 6 participants

Shoemaker & Besser Insurance Group, Inc.'s Shoemaker & Besser Insurance Group, Inc. 401(k) Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,489 in Finance & Insurance (8,549 peers)

Shoemaker & Besser Insurance Group, Inc. multi-year trail

Shoemaker & Besser Insurance Group, Inc.'s plans moved +63.7% in assets from 2022 to 2024; this filing shows Shoemaker & Besser Insurance Group, Inc. 401(k) Plan at $2M / 6 participants.

#1,489
in Finance & Insurance (8,549 peers)
+32.5%
assets growth YoY

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan among the smaller filed plans by assets

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan vs every filed plan by assets

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

$1,770,633 28th percentile higher than 28% 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

Shoemaker & Besser Insurance Group, Inc. 401(k) 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. Shoemaker & Besser Insurance Group, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shoemaker & Besser Insurance Group, Inc. 401(k) Plan reported net income rose from $255K in the plan year 2023 filing to $434K in the plan year 2024 filing.
  • Shoemaker & Besser Insurance Group, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 231736518 · Shoemaker & Besser Insurance Group, Inc. PY 2024 · 401(k)

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan · $2M · 6 · 28th

  • IND $2M
  • EOY 6
  • 5500 28th
  • ASSETS 401(k)
  • PCT near Corvee Practice Development, LLC 401(k) Plan
  • EIN ind #1489

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 Pennsylvania →

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan in the asset neighbourhood

Shoemaker & Besser Insurance Group, Inc. 401(k) PlanShoemaker & Besser Insurance…$2MCorvee Practice Development, LLC 401(k) PlanCorvee Practice Development,…$2MShed Capital, Inc. Retirement PlanShed Capital, Inc. Retiremen…$2MJames W. Logeman, Dds Ms Inc 401-K PlanJames W. Logeman, Dds Ms Inc…$2MRosemary Johnson & Associates Clinic Inc. 401(k) PlanRosemary Johnson & Associate…$2M
End-of-year total assets ($M) among Shoemaker & Besser Insurance Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shoemaker & Besser Insurance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shoemaker & Besser Insurance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 63.72404699511962% vs 2022
2024 filing year
$1M$1.5M$2M 202220232024 $1.08M $1.77M ▲ +63.9%
Year Plans Participants Total Assets
2022 1 6 $1M
2023 1 6 $1M
2024 1 6 $2M

Shoemaker & Besser Insurance Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$434K
Employer EIN231736518
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Shoemaker & Besser Insurance Group, Inc. 401(k) Plan, Total assets ($B): 0.001770633 · Participants: 6Shoemaker & Besser Insurance Group, Inc. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Shoemaker & Besser Insurance Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shoemaker & Besser Insurance Group, Inc. 401(k) Plan side-by-side with 3 peers →

Shoemaker & Besser Insurance Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Corvee Practice Development, LLC 401(k) Plan in FL ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Shoemaker & Besser Insurance Group, Inc. 401(k) Plan assets move in 2024? ▼
Shoemaker & Besser Insurance Group, Inc. 401(k) Plan surged - up 32.5% during 2024, from $1M to $2M. Reported net income was $434K.
How have Shoemaker & Besser Insurance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoemaker & Besser Insurance Group, Inc.'s sponsor-wide assets grew 63.7%, from $1M to $2M.
Which 401(k) plans are similar in size to Shoemaker & Besser Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Corvee Practice Development, LLC 401(k) Plan in FL ($2M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Shoemaker & Besser Insurance Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 231736518.

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.