401(k) · DOL Form 5500 · 2024

The Sheakley Group, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
287
Participants Below avg headcount
77th
Percentile by assets National rank
$101,439
Avg per participant Below avg balance/head
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Official DOL plan name: The Sheakley Group of Companies 401(k) Plan · Sponsored by The Sheakley Group, Inc. · Ohio · Professional & Technical Services

$29M in assets, 287 participants

The Sheakley Group, Inc.'s The Sheakley Group of Companies 401(k) Plan reported $29M in total assets and 287 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.

  • #15,487 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

The Sheakley Group of Companies 401(k) Plan covers 287 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $29M.

#15,487
in Professional & Technical Services (20,173 peers)
+1.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Sheakley Group of Companies 401(k) Plan's outsized position by total assets

The Sheakley Group of Companies 401(k) Plan vs every filed plan by assets

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

$29,112,989 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

The Sheakley Group of Companies 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. The Sheakley Group of Companies 401(k) Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Sheakley Group of Companies 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $374K in the plan year 2024 filing.
  • The Sheakley Group of Companies 401(k) Plan reported participants rose from 270 in the plan year 2023 filing to 287 in the plan year 2024 filing.
  • The Sheakley Group of Companies 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 311176227 · The Sheakley Group, Inc. PY 2024 · 401(k)

The Sheakley Group of Companies 401(k) Plan · $29M · 287 · 77th

  • EBSA $29M
  • PART 287
  • TYPE 77th
  • NET 401(k)
  • BOOK near Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan
  • VS-ST ind #15487

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 Ohio →

The Sheakley Group of Companies 401(k) Plan in the asset neighbourhood

Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing PlanMedical Health Associates of…$29MWayne Perry, Inc. and Fueling & Service Technologies, Inc. 401(k) PlanWayne Perry, Inc. and Fuelin…$29MLutz & Carr 401(k) Plan$29MIt Group, LLC 401(k) Savings PlanIt Group, LLC 401(k) Savings…$29MThe Sheakley Group of Companies 401(k) PlanThe Sheakley Group of Compan…$29M
End-of-year total assets ($M) among The Sheakley Group of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$29M
Net Income$374K
Employer EIN311176227
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sheakley Group, Inc.)

Sponsor-wide plan assets over time

All The Sheakley Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 25.642346903083073% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $29.1M ▲ +25.6%
Year Plans Participants Total Assets
2022 1 270 $23M
2023 1 270 $29M
2024 1 287 $29M

Nearby 401(k) Plans in Ohio

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

The Sheakley Group of Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Sheakley Group of Companies 401(k) Plan, Total assets ($B): 0.029112989 · Participants: 287The Sheakley Group of Companies 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
The Sheakley Group of Companies 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Sheakley Group of Companies 401(k) Plan side-by-side with 3 peers →

The Sheakley Group of Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan in NY ($29M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 The Sheakley Group of Companies 401(k) Plan assets move in 2024? ▼
The Sheakley Group of Companies 401(k) Plan edged up modestly - up 1.3% during 2024, from $29M to $29M. Reported net income was $374K.
How have The Sheakley Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sheakley Group, Inc.'s sponsor-wide assets grew 25.6%, from $23M to $29M.
Where does The Sheakley Group of Companies 401(k) Plan rank by assets among Form 5500 filers? ▼
The Sheakley Group of Companies 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 The Sheakley Group of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medical Health Associates of Western New York, PLLC 401 (K) and Profit Sharing Plan in NY ($29M, 199 participants).
Which 401(k) plans cover a similar participant headcount to The Sheakley Group of Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants, $10M 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 311176227.

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.