401(k) · DOL Form 5500 · 2024

Otteson Shapiro LLP 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
17
Participants Small participant base
46th
Percentile by assets National rank
$363,308
Avg per participant High balance/head
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Official DOL plan name: Otteson Shapiro LLP 401(k) Plan · Sponsored by Otteson Shapiro LLP · Colorado · Professional & Technical Services

$6M in assets, 17 participants

Otteson Shapiro LLP's Otteson Shapiro LLP 401(k) Plan reported $6M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,856 in Professional & Technical Services (20,173 peers)

Otteson Shapiro LLP multi-year trail

Otteson Shapiro LLP's plans moved +16.8% in assets from 2023 to 2024; this filing shows Otteson Shapiro LLP 401(k) Plan at $6M / 17 participants.

#8,856
in Professional & Technical Services (20,173 peers)
+16.8%
assets growth YoY

Otteson Shapiro LLP 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Otteson Shapiro LLP 401(k) Plan vs every filed plan by assets

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

$6,176,234 46th percentile higher than 46% 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

Otteson Shapiro LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Otteson Shapiro LLP 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Otteson Shapiro LLP 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $887K in the plan year 2024 filing.
  • Otteson Shapiro LLP 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Otteson Shapiro LLP 401(k) Plan reported participants rose from 15 in the plan year 2023 filing to 17 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 841593987 · Otteson Shapiro LLP PY 2024 · 401(k)

Otteson Shapiro LLP 401(k) Plan · $6M · 17 · 46th

  • TYPE $6M
  • TYPE 17
  • TYPE 46th
  • TYPE 401(k)
  • TYPE near Family Foot & Ankle Associates of Maryland P.a. 401(k) Plan
  • TYPE ind #8856

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 Colorado →

Otteson Shapiro LLP 401(k) Plan in the asset neighbourhood

Otteson Shapiro LLP 401(k) PlanOtteson Shapiro LLP 401(k) P…$6MFamily Foot & Ankle Associates of Maryland P.a. 401(k) PlanFamily Foot & Ankle Associat…$6MDave Wright Nissan Subaru, Inc. 401(k) PlanDave Wright Nissan Subaru, I…$6MParkway Family Retirement Savings PlanParkway Family Retirement Sa…$6MRpm Technik, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Otteson Shapiro LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Otteson Shapiro LLP multi-year asset trail

Sponsor-wide plan assets over time

All Otteson Shapiro LLP plans reported in each filing year

Latest sponsor-wide plan assets
$6M 16.775985595653133% vs 2023
2024 filing year
$5M$5.5M$6M$6.5M 20232024 $5.29M $6.18M ▲ +16.8%
Year Plans Participants Total Assets
2023 1 15 $5M
2024 1 17 $6M

Otteson Shapiro LLP filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$887K
Employer EIN841593987
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Otteson Shapiro LLP 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Otteson Shapiro LLP 401(k) Plan, Total assets ($B): 0.006176234 · Participants: 17Otteson Shapiro LLP 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Otteson Shapiro LLP 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Otteson Shapiro LLP 401(k) Plan side-by-side with 3 peers →

Otteson Shapiro LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Family Foot & Ankle Associates of Maryland P.a. 401(k) Plan in MD ($6M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Otteson Shapiro LLP 401(k) Plan assets move in 2024? ▼
Otteson Shapiro LLP 401(k) Plan grew sharply - up 16.8% during 2024, from $5M to $6M. Reported net income was $887K.
How have Otteson Shapiro LLP plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Otteson Shapiro LLP's sponsor-wide assets grew 16.8%, from $5M to $6M.
Which 401(k) plans are similar in size to Otteson Shapiro LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family Foot & Ankle Associates of Maryland P.a. 401(k) Plan in MD ($6M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Otteson Shapiro LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants, $343K 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 841593987.

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.