401(k) · DOL Form 5500 · 2024

Shogun Enterprises Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 105
Participants Small participant base: 36th
Percentile by assets National rank: $32,436
Avg per participant Low balance/head

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Official DOL plan name: Shogun 401(k) Plan · Sponsored by Shogun Enterprises Inc. · Texas · Information & Media

$3M in assets, 105 participants

Shogun Enterprises Inc.'s Shogun 401(k) Plan reported $3M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

#579 in Information & Media (2,822 peers)

Coverage in Texas

Shogun 401(k) Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#579
in Information & Media (2,822 peers): +22.1%
assets growth YoY

Shogun 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Shogun 401(k) Plan vs every filed plan by assets

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

$3,405,767 36th percentile higher than 36% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Shogun 401(k) Plan 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. Shogun 401(k) Plan sits mid-pack in the medium band (105 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Shogun 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Shogun 401(k) Plan reported participants fell from 132 in the plan year 2023 filing to 105 in the plan year 2024 filing.
Shogun 401(k) Plan reported net income fell from $658K in the plan year 2023 filing to $617K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813965471 · Shogun Enterprises Inc. PY 2024 · 401(k)

Shogun 401(k) Plan · $3M · 105 · 36th

IND $3M
IND 105
IND 36th
IND 401(k)
IND near Creative Natural Products Inc 401(k) Plan
IND ind #579

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 Information & Media retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Shogun 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$617K
Employer EIN	813965471
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shogun Enterprises Inc.)

Latest sponsor-wide plan assets: $3M 59.84856058397997% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	150	$2M
2023	1	132	$3M
2024	1	105	$3M

Nearby 401(k) Plans in Texas

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

Shogun 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Shogun 401(k) Plan side-by-side with 3 peers →

Shogun 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Creative Natural Products Inc 401(k) Plan in CO ($3M); by covered participants it is Medwest Associates, Inc. Profit Sharing Plan in IL (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Creative Natural Products Inc 401(k) Plan (CO) $3M · 84
Ojo Caliente Holdings, Inc. 401(k) Profit Sharing Plan (NM) $3M · 153
Roberts & Roberts 401(k) Profit Sharing Plan (NC) $3M · 12
Vankirk Electric 401(k) Plan (GA) $3M · 230

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Medwest Associates, Inc. Profit Sharing Plan (IL) 105 · 0 off
Boys & Girls Clubs of St. Lucie County 401(k) Plan (FL) 105 · 0 off
M2 Strategy, Inc. 401(k) Plan (VA) 105 · 0 off
IRA Middleswarth & Son, Inc. 401(k) Plan (PA) 105 · 0 off

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 Shogun 401(k) Plan assets move in 2024? ▼

Shogun 401(k) Plan grew sharply - up 22.1% during 2024, from $3M to $3M. Reported net income was $617K.

How have Shogun Enterprises Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shogun Enterprises Inc.'s sponsor-wide assets grew 59.8%, from $2M to $3M.

Which 401(k) plans are similar in size to Shogun 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Creative Natural Products Inc 401(k) Plan in CO ($3M, 84 participants).

Which 401(k) plans cover a similar participant headcount to Shogun 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Medwest Associates, Inc. Profit Sharing Plan in IL (105 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 813965471.