401(k) · DOL Form 5500 · 2024

Samuel Shapiro & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
133
Participants Small participant base
68th
Percentile by assets National rank
$131,620
Avg per participant Near avg balance/head
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Official DOL plan name: Samuel Shapiro & Co., Inc. Profit Sharing Trust · Sponsored by Samuel Shapiro & Co., Inc. · Maryland · Transportation & Warehousing

$18M in assets, 133 participants

Samuel Shapiro & Co., Inc.'s Samuel Shapiro & Co., Inc. Profit Sharing Trust reported $18M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #2,238 in Transportation & Warehousing (3,299 peers)

Coverage in Maryland

Samuel Shapiro & Co., Inc. Profit Sharing Trust covers 133 participants in Maryland, about 14% of the average Maryland filer (state average ~929 per filing). Assets: $18M.

#2,238
in Transportation & Warehousing (3,299 peers)
+2.1%
assets growth YoY

Samuel Shapiro & Co., Inc. Profit Sharing Trust's outsized position by total assets

Samuel Shapiro & Co., Inc. Profit Sharing Trust vs every filed plan by assets

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

$17,505,473 Top 32% higher than 68% 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

Samuel Shapiro & Co., Inc. Profit Sharing Trust 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. Samuel Shapiro & Co., Inc. Profit Sharing Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Samuel Shapiro & Co., Inc. Profit Sharing Trust reported net income fell from $3M in the plan year 2023 filing to $354K in the plan year 2024 filing.
  • Samuel Shapiro & Co., Inc. Profit Sharing Trust reported participants fell from 151 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • Samuel Shapiro & Co., Inc. Profit Sharing Trust end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520481650 · Samuel Shapiro & Co., Inc. PY 2024 · 401(k)

Samuel Shapiro & Co., Inc. Profit Sharing Trust · $18M · 133 · 68th

  • ASSETS $18M
  • ASSETS 133
  • ASSETS 68th
  • ASSETS 401(k)
  • ASSETS near Distribution Services Retirement Plan
  • ASSETS ind #2238

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 Transportation & Warehousing retirement plans → · Plans in Maryland →

Samuel Shapiro & Co., Inc. Profit Sharing Trust in the asset neighbourhood

Samuel Shapiro & Co., Inc. Profit Sharing TrustSamuel Shapiro & Co., Inc. P…$18MDistribution Services Retirement PlanDistribution Services Retire…$18MJames W. Fowler Co. 401(k) Profit Sharing PlanJames W. Fowler Co. 401(k) P…$18MWatson, Farley & Williams LLP 401(k) Employee Savings & ProfitWatson, Farley & Williams LL…$18MPremier Forge Group Non-Union 401(k) PlanPremier Forge Group Non-Unio…$18M
End-of-year total assets ($M) among Samuel Shapiro & Co., Inc. Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$354K
Employer EIN520481650
Plan Effective Date1962-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Samuel Shapiro & Co., Inc.)

Sponsor-wide plan assets over time

All Samuel Shapiro & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 21.320346920383017% vs 2022
2024 filing year
$14M$15M$16M$17M$18M 202220232024 $14.4M $17.5M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 134 $14M
2023 1 151 $17M
2024 1 133 $18M

Nearby 401(k) Plans in Maryland

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

Samuel Shapiro & Co., Inc. Profit Sharing Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Samuel Shapiro & Co., Inc. Profit Sharing Trust, Total assets ($B): 0.017505473 · Participants: 133Samuel Shapiro & Co., Inc. Profit Sharing TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Samuel Shapiro & Co., Inc. Profit Sharing Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Samuel Shapiro & Co., Inc. Profit Sharing Trust side-by-side with 3 peers →

Samuel Shapiro & Co., Inc. Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Distribution Services Retirement Plan in TX ($18M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Samuel Shapiro & Co., Inc. Profit Sharing Trust assets move in 2024? ▼
Samuel Shapiro & Co., Inc. Profit Sharing Trust edged up modestly - up 2.1% during 2024, from $17M to $18M. Reported net income was $354K.
How have Samuel Shapiro & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Samuel Shapiro & Co., Inc.'s sponsor-wide assets grew 21.3%, from $14M to $18M.
Which 401(k) plans are similar in size to Samuel Shapiro & Co., Inc. Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Distribution Services Retirement Plan in TX ($18M, 456 participants).
Which 401(k) plans cover a similar participant headcount to Samuel Shapiro & Co., Inc. Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 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 520481650.

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.