401(k) · DOL Form 5500 · 2024

Walter Shuffain, P.C. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
85
Participants Small participant base
77th
Percentile by assets National rank
$352,702
Avg per participant High balance/head
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Official DOL plan name: Walter Shuffain, P.C. 401(k) Plan · Sponsored by Walter Shuffain, P.C. · Massachusetts · Professional & Technical Services

$30M in assets, 85 participants

Walter Shuffain, P.C.'s Walter Shuffain, P.C. 401(k) Plan reported $30M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,588 in Professional & Technical Services (20,173 peers)

Where Walter Shuffain, P.C. 401(k) Plan sits by assets

Walter Shuffain, P.C. 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 85 participants (~$352,702/participant), up 27.4% in 2024.

#15,588
in Professional & Technical Services (20,173 peers)
+27.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Walter Shuffain, P.C. 401(k) Plan's outsized position by total assets

Walter Shuffain, P.C. 401(k) Plan vs every filed plan by assets

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

$29,979,700 Top 23% higher than 77% 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

Walter Shuffain, P.C. 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. Walter Shuffain, P.C. 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Walter Shuffain, P.C. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Walter Shuffain, P.C. 401(k) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Walter Shuffain, P.C. 401(k) Plan reported participants rose from 74 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043236498 · Walter Shuffain, P.C. PY 2024 · 401(k)

Walter Shuffain, P.C. 401(k) Plan · $30M · 85 · 77th

  • EBSA $30M
  • PART 85
  • TYPE 77th
  • NET 401(k)
  • BOOK near Bisk 401(k) Savings Plan
  • VS-ST ind #15588

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 Massachusetts →

Walter Shuffain, P.C. 401(k) Plan in the asset neighbourhood

Walter Shuffain, P.C. 401(k) PlanWalter Shuffain, P.C. 401(k)…$30MBisk 401(k) Savings Plan$30MTepa, LLC 401(k) Retirement PlanTepa, LLC 401(k) Retirement …$30MGreen Hills Memorial Park Employees' Retirement PlanGreen Hills Memorial Park Em…$30MGuarantee Electrical Company Employee Security Savings PlanGuarantee Electrical Company…$30M
End-of-year total assets ($M) among Walter Shuffain, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN043236498
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Walter Shuffain, P.C.)

Sponsor-wide plan assets over time

All Walter Shuffain, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 46.165413416529816% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.5M $30M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 80 $21M
2023 1 74 $24M
2024 1 85 $30M

Nearby 401(k) Plans in Massachusetts

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

Walter Shuffain, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Walter Shuffain, P.C. 401(k) Plan, Total assets ($B): 0.0299797 · Participants: 85Walter Shuffain, P.C. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Walter Shuffain, P.C. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Walter Shuffain, P.C. 401(k) Plan side-by-side with 3 peers →

Walter Shuffain, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bisk 401(k) Savings Plan in FL ($30M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Walter Shuffain, P.C. 401(k) Plan assets move in 2024? ▼
Walter Shuffain, P.C. 401(k) Plan grew sharply - up 27.4% during 2024, from $24M to $30M. Reported net income was $6M.
How have Walter Shuffain, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Walter Shuffain, P.C.'s sponsor-wide assets grew 46.2%, from $21M to $30M.
Where does Walter Shuffain, P.C. 401(k) Plan rank by assets among Form 5500 filers? ▼
Walter Shuffain, P.C. 401(k) Plan ranks in the 77th 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 Walter Shuffain, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bisk 401(k) Savings Plan in FL ($30M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Walter Shuffain, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 043236498.

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.