401(k) · DOL Form 5500 · 2024
Kass Shuler, P.a. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 90
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $152,311
- Avg per participant Above avg balance/head
Official DOL plan name: Kass Shuler, P.a. 401(k) Profit Sharing Plan · Sponsored by Kass Shuler, P.a. · Florida · Professional & Technical Services
$14M in assets, 90 participants
Kass Shuler, P.a.'s Kass Shuler, P.a. 401(k) Profit Sharing Plan reported $14M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,406 in Professional & Technical Services (20,173 peers)
Kass Shuler, P.a. multi-year trail
Kass Shuler, P.a.'s plans moved +17.4% in assets from 2022 to 2024; this filing shows Kass Shuler, P.a. 401(k) Profit Sharing Plan at $14M / 90 participants.
- #12,406
- in Professional & Technical Services (20,173 peers)
- +1.7%
- assets growth YoY
Kass Shuler, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Kass Shuler, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,707,995 Top 37% higher than 63% 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
Kass Shuler, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kass Shuler, P.a. 401(k) Profit Sharing Plan is a small filing (90 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kass Shuler, P.a. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $229K in the plan year 2024 filing.
- Kass Shuler, P.a. 401(k) Profit Sharing Plan reported participants rose from 79 in the plan year 2023 filing to 90 in the plan year 2024 filing.
- Kass Shuler, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 592978197 · Kass Shuler, P.a. PY 2024 · 401(k)
Kass Shuler, P.a. 401(k) Profit Sharing Plan · $14M · 90 · 63rd
- BOY $14M
- SCH 90
- EBSA 63rd
- PART 401(k)
- TYPE near Recreation Centers of Sun City West Retirement Plan
- NET ind #12406
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 Florida →
Kass Shuler, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood
Kass Shuler, P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Kass Shuler, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 17.433793119754757% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $12M |
| 2023 | 2 | 183 | $26M |
| 2024 | 1 | 90 | $14M |
Kass Shuler, P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $229K |
| Employer EIN | 592978197 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Kass Shuler, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Recreation Centers of Sun City West Retirement Plan in AZ ($14M); by covered participants it is 501st Transport Inc 401(k) Profit Sharing Plan & Trust in NY (90 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.
- 501st Transport Inc 401(k) Profit Sharing Plan & Trust (NY) 90 · 0 off
- Furuno USA, Inc. 401(k) Plan (WA) 90 · 0 off
- Gas Equipment Company, Inc. 401(k) Plan (TX) 90 · 0 off
- Tylok 401(k) Plan (OH) 90 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.