401(k) · DOL Form 5500 · 2024

Shulman Rogers, P.a. 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
194
Participants Below avg headcount
91st
Percentile by assets National rank
$599,992
Avg per participant High balance/head
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Official DOL plan name: Shulman Rogers, P.a. Retirement Plan · Sponsored by Shulman Rogers, P.a. · Maryland · Professional & Technical Services

$116M in assets, 194 participants

Shulman Rogers, P.a.'s Shulman Rogers, P.a. Retirement Plan reported $116M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,689 in Professional & Technical Services (20,173 peers)

Coverage in Maryland

Shulman Rogers, P.a. Retirement Plan covers 194 participants in Maryland, about 21% of the average Maryland filer (state average ~929 per filing). Assets: $116M.

#18,689
in Professional & Technical Services (20,173 peers)
+8.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Shulman Rogers, P.a. Retirement Plan's outsized position by total assets

Shulman Rogers, P.a. Retirement Plan vs every filed plan by assets

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

$116,398,384 Top 9% higher than 91% 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

Shulman Rogers, P.a. Retirement 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. Shulman Rogers, P.a. Retirement Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shulman Rogers, P.a. Retirement Plan reported net income fell from $17M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Shulman Rogers, P.a. Retirement Plan reported participants rose from 179 in the plan year 2023 filing to 194 in the plan year 2024 filing.
  • Shulman Rogers, P.a. Retirement Plan end-of-year assets rose from $108M in the plan year 2023 filing to $116M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521008944 · Shulman Rogers, P.a. PY 2024 · 401(k)

Shulman Rogers, P.a. Retirement Plan · $116M · 194 · 91st

  • SCH $116M
  • EBSA 194
  • PART 91st
  • TYPE 401(k)
  • NET near The Imagine Group 401(k) Savings Plan
  • BOOK ind #18689

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 Maryland →

Shulman Rogers, P.a. Retirement Plan in the asset neighbourhood

Hhs Human Capital, Inc. 401(k) PlanHhs Human Capital, Inc. 401(…$116MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$116MShulman Rogers, P.a. Retirement PlanShulman Rogers, P.a. Retirem…$116MCrete Mechanical Group, Inc. 401(k) PlanCrete Mechanical Group, Inc.…$116MCu Direct Corporation Capital Accumulation PlanCu Direct Corporation Capita…$116M
End-of-year total assets ($M) among Shulman Rogers, P.a. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$116M
Net Income$9M
Employer EIN521008944
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shulman Rogers, P.a.)

Sponsor-wide plan assets over time

All Shulman Rogers, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$116M 27.913522576764453% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $91M $116M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 166 $91M
2023 1 179 $108M
2024 1 194 $116M

Nearby 401(k) Plans in Maryland

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

Shulman Rogers, P.a. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shulman Rogers, P.a. Retirement Plan, Total assets ($B): 0.116398384 · Participants: 194Shulman Rogers, P.a. Retirement PlanLockheed 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
Shulman Rogers, P.a. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Shulman Rogers, P.a. Retirement Plan side-by-side with 3 peers →

Shulman Rogers, P.a. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Imagine Group 401(k) Savings Plan in MN ($116M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Shulman Rogers, P.a. Retirement Plan assets move in 2024? ▼
Shulman Rogers, P.a. Retirement Plan grew at a solid clip - up 8.0% during 2024, from $108M to $116M. Reported net income was $9M.
How have Shulman Rogers, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shulman Rogers, P.a.'s sponsor-wide assets grew 27.9%, from $91M to $116M.
Where does Shulman Rogers, P.a. Retirement Plan rank by assets among Form 5500 filers? ▼
Shulman Rogers, P.a. Retirement Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shulman Rogers, P.a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Imagine Group 401(k) Savings Plan in MN ($116M, 1,232 participants).
Which 401(k) plans cover a similar participant headcount to Shulman Rogers, P.a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teamsnap Retirement Savings Plan in IL (194 participants, $7M 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 521008944.

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.