401(k) · DOL Form 5500 · 2024

Shaw-Lundquist Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
43
Participants Small participant base
60th
Percentile by assets National rank
$289,124
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shaw-Lundquist Profit Sharing and 401(k) Plan · Sponsored by Shaw-Lundquist Associates, Inc. · Minnesota · Construction

$12M in assets, 43 participants

Shaw-Lundquist Associates, Inc.'s Shaw-Lundquist Profit Sharing and 401(k) Plan reported $12M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #5,331 in Construction (9,039 peers)

Shaw-Lundquist Associates, Inc. multi-year trail

Shaw-Lundquist Associates, Inc.'s plans moved +38.1% in assets from 2022 to 2024; this filing shows Shaw-Lundquist Profit Sharing and 401(k) Plan at $12M / 43 participants.

#5,331
in Construction (9,039 peers)
+7.1%
assets growth YoY

Shaw-Lundquist Profit Sharing and 401(k) Plan's mid-pack asset rank among Construction and all filers

Shaw-Lundquist Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$12,432,323 Top 40% higher than 60% 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

Shaw-Lundquist Profit Sharing and 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. Shaw-Lundquist Profit Sharing and 401(k) Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shaw-Lundquist Profit Sharing and 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $821K in the plan year 2024 filing.
  • Shaw-Lundquist Profit Sharing and 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 411235783 · Shaw-Lundquist Associates, Inc. PY 2024 · 401(k)

Shaw-Lundquist Profit Sharing and 401(k) Plan · $12M · 43 · 60th

  • BOOK $12M
  • BOOK 43
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Ivci, LLC 401(k) Profit Sharing Plan & Trust
  • BOOK ind #5331

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 Minnesota →

Shaw-Lundquist Profit Sharing and 401(k) Plan in the asset neighbourhood

Shaw-Lundquist Profit Sharing and 401(k) PlanShaw-Lundquist Profit Sharin…$12MIvci, LLC 401(k) Profit Sharing Plan & TrustIvci, LLC 401(k) Profit Shar…$12MAmerican Marine Services Group 401(k) Profit Sharing PlanAmerican Marine Services Gro…$12MGarnet Capital Advisors LLC 401(k) PlanGarnet Capital Advisors LLC …$12MEjm Development Company 401(k) Retirement PlanEjm Development Company 401(…$12M
End-of-year total assets ($M) among Shaw-Lundquist Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shaw-Lundquist Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shaw-Lundquist Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 38.13920919357442% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9M $12.4M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 40 $9M
2023 1 43 $12M
2024 1 43 $12M

Shaw-Lundquist Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$821K
Employer EIN411235783
Plan Effective Date1977-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Shaw-Lundquist Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Shaw-Lundquist Profit Sharing and 401(k) Plan, Total assets ($B): 0.012432323 · Participants: 43Shaw-Lundquist Profit Sharing and 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Shaw-Lundquist Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Shaw-Lundquist Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Shaw-Lundquist Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ivci, LLC 401(k) Profit Sharing Plan & Trust in NY ($12M); by covered participants it is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Shaw-Lundquist Profit Sharing and 401(k) Plan assets move in 2024? ▼
Shaw-Lundquist Profit Sharing and 401(k) Plan grew at a solid clip - up 7.1% during 2024, from $12M to $12M. Reported net income was $821K.
How have Shaw-Lundquist Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaw-Lundquist Associates, Inc.'s sponsor-wide assets grew 38.1%, from $9M to $12M.
Which 401(k) plans are similar in size to Shaw-Lundquist Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ivci, LLC 401(k) Profit Sharing Plan & Trust in NY ($12M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Shaw-Lundquist Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shaker Lane Holding, Inc. 401(k) Profit Sharing Plan in FL (43 participants, $3M 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 411235783.

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.