401(k)
2024 plan-year 401(k) DOL Form 5500

401(k)/Profit Sharing Retirement Plan of the Shockey Companies

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Shockey Companies · Virginia · Construction

What the 2023 filing shows

401(k)/Profit Sharing Retirement Plan of the Shockey Companies holds $42M for 106 participants — about $394,101 per participant, up 2.7% over the 2024 plan year.

$42M
total plan assets (2024 EOY)
106
covered participants
$394,101
avg assets per participant
+2.7%
assets growth YoY
Total Assets (2023)
$42M
Participants
106
State
Industry
Construction

What the Filing Says About 401(k)/Profit Sharing Retirement Plan of the Shockey Companies

401(k)/Profit Sharing Retirement Plan of the Shockey Companies is a 401(k) retirement plan sponsored by Shockey Companies, headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 106 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 540975725, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $41M at the beginning of 2024 to $42M at year-end — a gain of 2.7%. Net assets (after liabilities) closed the year at $42M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$41M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$1M
Plan Type401(k)
Employer EIN540975725
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shockey Companies)

Year Plans Participants Total Assets
2022 1 107 $35M
2023 1 105 $41M
2024 1 106 $42M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the 401(k)/Profit Sharing Retirement Plan of the Shockey Companies?
As of the 2024 Form 5500 filing, 401(k)/Profit Sharing Retirement Plan of the Shockey Companies holds $42M in total assets with 106 participants. It is sponsored by Shockey Companies.
What type of plan is 401(k)/Profit Sharing Retirement Plan of the Shockey Companies?
401(k)/Profit Sharing Retirement Plan of the Shockey Companies is a 401(k) plan. It has been effective since 1985-01-01. The plan is filed with the U.S. Department of Labor under EIN 540975725.
Who sponsors the 401(k)/Profit Sharing Retirement Plan of the Shockey Companies?
401(k)/Profit Sharing Retirement Plan of the Shockey Companies is sponsored by Shockey Companies, located in Virginia. The sponsor's EIN is 540975725 and the plan operates in the Construction industry.
How did 401(k)/Profit Sharing Retirement Plan of the Shockey Companies perform in 2024?
401(k)/Profit Sharing Retirement Plan of the Shockey Companies grew by 2.7% during 2024, moving from $41M to $42M in total assets. Net income was $1M.
Where can I find official filings for 401(k)/Profit Sharing Retirement Plan of the Shockey Companies?
Official Form 5500 filings for 401(k)/Profit Sharing Retirement Plan of the Shockey Companies are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540975725 or plan name at efast.dol.gov.
How does 401(k)/Profit Sharing Retirement Plan of the Shockey Companies compare to other plans?
You can compare 401(k)/Profit Sharing Retirement Plan of the Shockey Companies against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 540975725.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.