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
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 Type | 401(k) |
| Employer EIN | 540975725 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING 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
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
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- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
Related Data
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Frequently Asked Questions
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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.
Read our methodology — how this data is sourced, computed, and verified.