401(k) · DOL Form 5500 · 2024

I.E Shaffer & Co. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
67
Participants Small participant base
70th
Percentile by assets National rank
$295,143
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Profit Sharing & Savings Plan - I. E. Shaffer & Co. · Sponsored by I.E Shaffer & Co. · New Jersey · Finance & Insurance

$20M in assets, 67 participants

I.E Shaffer & Co.'s Profit Sharing & Savings Plan - I. E. Shaffer & Co. reported $20M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,698 in Finance & Insurance (8,549 peers)

2024 asset change

Profit Sharing & Savings Plan - I. E. Shaffer & Co. pulled back noticeably 13.6% in 2024 ($23M → $20M) for 67 participants.

#4,698
in Finance & Insurance (8,549 peers)
-13.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing & Savings Plan - I. E. Shaffer & Co.'s outsized position by total assets

Profit Sharing & Savings Plan - I. E. Shaffer & Co. vs every filed plan by assets

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

$19,774,568 Top 30% higher than 70% 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

Profit Sharing & Savings Plan - I. E. Shaffer & Co. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing & Savings Plan - I. E. Shaffer & Co. is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing & Savings Plan - I. E. Shaffer & Co. reported net income fell from -$99K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Profit Sharing & Savings Plan - I. E. Shaffer & Co. end-of-year assets fell from $23M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Profit Sharing & Savings Plan - I. E. Shaffer & Co. reported participants rose from 62 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 221750854 · I.E Shaffer & Co. PY 2024 · 401(k)

Profit Sharing & Savings Plan - I. E. Shaffer & Co. · $20M · 67 · 70th

  • ASSETS $20M
  • ASSETS 67
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Purcell Construction Corp. Employee Savings and Protection Plan
  • ASSETS ind #4698

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Profit Sharing & Savings Plan - I. E. Shaffer & Co. in the asset neighbourhood

Tifco Industries Inc Employees 401(k) PlanTifco Industries Inc Employe…$20MProfit Sharing & Savings Plan - I. E. Shaffer & Co.Profit Sharing & Savings Pla…$20MPurcell Construction Corp. Employee Savings and Protection PlanPurcell Construction Corp. E…$20MBojangles' Restaurants, Inc. 401(k) PlanBojangles' Restaurants, Inc.…$20MDavenport Companies 401(k) Profit Sharing PlanDavenport Companies 401(k) P…$20M
End-of-year total assets ($M) among Profit Sharing & Savings Plan - I. E. Shaffer & Co. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

I.E Shaffer & Co. years around the 2024 move

Sponsor-wide plan assets over time

All I.E Shaffer & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1.3277815085378837% vs 2022
2024 filing year
$26.5M$27M$27.5M$28M$28.5M 202220232024 $27M $26.7M ▼ -1.3%
Year Plans Participants Total Assets
2022 2 121 $27M
2023 2 123 $28M
2024 2 134 $27M

2024 asset-move particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN221750854
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Profit Sharing & Savings Plan - I. E. Shaffer & Co. vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Profit Sharing & Savings Plan - I. E. Shaffer & Co., Total assets ($B): 0.019774568 · Participants: 67Profit Sharing & Savings Plan - I. E. Shaffer & Co.JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Profit Sharing & Savings Plan - I. E. Shaffer & Co. vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Profit Sharing & Savings Plan - I. E. Shaffer & Co. side-by-side with 3 peers →

Profit Sharing & Savings Plan - I. E. Shaffer & Co.'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Purcell Construction Corp. Employee Savings and Protection Plan in NY ($20M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Profit Sharing & Savings Plan - I. E. Shaffer & Co. assets move in 2024? ▼
Profit Sharing & Savings Plan - I. E. Shaffer & Co. pulled back noticeably - down 13.6% during 2024, from $23M to $20M. Reported net income was -$3M.
How have I.E Shaffer & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.E Shaffer & Co.'s sponsor-wide assets declined 1.3%, from $27M to $27M.
Which 401(k) plans are similar in size to Profit Sharing & Savings Plan - I. E. Shaffer & Co.? ▼
Among 401(k) plans in other states, the closest by assets is Purcell Construction Corp. Employee Savings and Protection Plan in NY ($20M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing & Savings Plan - I. E. Shaffer & Co.? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 221750854.

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.