401(k) · DOL Form 5500 · 2024

Shockey Companies 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
106
Participants Small participant base
82nd
Percentile by assets National rank
$394,101
Avg per participant High balance/head
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Official DOL plan name: 401(k)/Profit Sharing Retirement Plan of the Shockey Companies · Sponsored by Shockey Companies · Virginia · Construction

$42M in assets, 106 participants

Shockey Companies's 401(k)/Profit Sharing Retirement Plan of the Shockey Companies reported $42M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,261 in Construction (9,039 peers)

Coverage in Virginia

401(k)/Profit Sharing Retirement Plan of the Shockey Companies covers 106 participants in Virginia, about 14% of the average Virginia filer (state average ~782 per filing). Assets: $42M.

#7,261
in Construction (9,039 peers)
+2.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

401(k)/Profit Sharing Retirement Plan of the Shockey Companies's outsized position by total assets

401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs every filed plan by assets

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

$41,774,684 Top 18% higher than 82% 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

401(k)/Profit Sharing Retirement Plan of the Shockey Companies among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k)/Profit Sharing Retirement Plan of the Shockey Companies sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k)/Profit Sharing Retirement Plan of the Shockey Companies reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • 401(k)/Profit Sharing Retirement Plan of the Shockey Companies end-of-year assets rose from $41M in the plan year 2023 filing to $42M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 540975725 · Shockey Companies PY 2024 · 401(k)

401(k)/Profit Sharing Retirement Plan of the Shockey Companies · $42M · 106 · 82nd

  • EIN $42M
  • RANK 106
  • PHOTO 82nd
  • IND 401(k)
  • EOY near The K Company, Inc. Amended and Restated Profit Sharing and Savings Plan
  • 5500 ind #7261

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 Construction retirement plans → · Plans in Virginia →

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

Murata Machinery USA, Inc. 401(k) Profit Sharing PlanMurata Machinery USA, Inc. 4…$42M401(k)/Profit Sharing Retirement Plan of the Shockey Companies401(k)/Profit Sharing Retire…$42MThe K Company, Inc. Amended and Restated Profit Sharing and Savings PlanThe K Company, Inc. Amended …$42M401(k) Savings Plan for Peter Marino Architect, PLLC401(k) Savings Plan for Pete…$42MUniversity Financial Corporation Employee Savings PlanUniversity Financial Corpora…$42M
End-of-year total assets ($M) among 401(k)/Profit Sharing Retirement Plan of the Shockey Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

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

Sponsor Plan History (Shockey Companies)

Sponsor-wide plan assets over time

All Shockey Companies plans reported in each filing year

Latest sponsor-wide plan assets
$42M 18.898230428022067% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.1M $41.8M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 107 $35M
2023 1 105 $41M
2024 1 106 $42M

Nearby 401(k) Plans in Virginia

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

401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants 401(k)/Profit Sharing Retirement Plan of the Shockey Companies, Total assets ($B): 0.041774684 · Participants: 106401(k)/Profit Sharing Retirement Plan of the Shockey CompaniesNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
401(k)/Profit Sharing Retirement Plan of the Shockey Companies vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare 401(k)/Profit Sharing Retirement Plan of the Shockey Companies side-by-side with 3 peers →

401(k)/Profit Sharing Retirement Plan of the Shockey Companies's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is The K Company, Inc. Amended and Restated Profit Sharing and Savings Plan in OH ($42M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 401(k)/Profit Sharing Retirement Plan of the Shockey Companies assets move in 2024? ▼
401(k)/Profit Sharing Retirement Plan of the Shockey Companies edged up modestly - up 2.7% during 2024, from $41M to $42M. Reported net income was $1M.
How have Shockey Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shockey Companies's sponsor-wide assets grew 18.9%, from $35M to $42M.
Where does 401(k)/Profit Sharing Retirement Plan of the Shockey Companies rank by assets among Form 5500 filers? ▼
401(k)/Profit Sharing Retirement Plan of the Shockey Companies ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k)/Profit Sharing Retirement Plan of the Shockey Companies? ▼
Among 401(k) plans in other states, the closest by assets is The K Company, Inc. Amended and Restated Profit Sharing and Savings Plan in OH ($42M, 308 participants).
Which 401(k) plans cover a similar participant headcount to 401(k)/Profit Sharing Retirement Plan of the Shockey Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 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 540975725.

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.