Defined Benefit (Pension) · DOL Form 5500 · 2024

Shutts & Bowen, LLP Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
92
Participants Small participant base
84th
Percentile by assets National rank
$546,987
Avg per participant High balance/head
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Official DOL plan name: Shutts & Bowen LLP Retirement Plan and Trust · Sponsored by Shutts & Bowen, LLP · Florida · Professional & Technical Services

$50M in assets, 92 participants

Shutts & Bowen, LLP's Shutts & Bowen LLP Retirement Plan and Trust reported $50M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,158 in Professional & Technical Services (20,173 peers)

Where Shutts & Bowen LLP Retirement Plan and Trust sits by assets

Shutts & Bowen LLP Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $50M for 92 participants (~$546,987/participant), up 10.1% in 2024.

#17,158
in Professional & Technical Services (20,173 peers)
+10.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shutts & Bowen LLP Retirement Plan and Trust's outsized position by total assets

Shutts & Bowen LLP Retirement Plan and Trust vs every filed plan by assets

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

$50,322,834 Top 16% higher than 84% 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

Shutts & Bowen LLP Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shutts & Bowen LLP Retirement Plan and Trust is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shutts & Bowen LLP Retirement Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Shutts & Bowen LLP Retirement Plan and Trust end-of-year assets rose from $46M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Shutts & Bowen LLP Retirement Plan and Trust reported participants fell from 99 in the plan year 2023 filing to 92 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 590447122 · Shutts & Bowen, LLP PY 2024 · Defined Benefit (Pension)

Shutts & Bowen LLP Retirement Plan and Trust · $50M · 92 · 84th

  • EOY $50M
  • EOY 92
  • EOY 84th
  • EOY Defined Benefit (Pension)
  • EOY near Union Carbide Employees' Pension Plan (Personal Pension Account)
  • EOY ind #17158

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 →

Shutts & Bowen LLP Retirement Plan and Trust in the asset neighbourhood

The First National Bank and Trust Company of Newtown Pension PlanThe First National Bank and …$50MColumbia Memorial Hospital Retirement PlanColumbia Memorial Hospital R…$50MLocal 734 Pension Fund$50MShutts & Bowen LLP Retirement Plan and TrustShutts & Bowen LLP Retiremen…$50MUnion Carbide Employees' Pension Plan (Personal Pension Account)Union Carbide Employees' Pen…$50M
End-of-year total assets ($M) among Shutts & Bowen LLP Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$50M
Net Income$5M
Employer EIN590447122
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shutts & Bowen, LLP)

Sponsor-wide plan assets over time

All Shutts & Bowen, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$265M 33.224125041542585% vs 2022
2024 filing year
$180M$200M$220M$240M$260M$280M 202220232024 $199M $265M ▲ +33.2%
Year Plans Participants Total Assets
2022 3 554 $199M
2023 3 541 $234M
2024 3 628 $265M

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shutts & Bowen LLP Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Shutts & Bowen LLP Retirement Plan and Trust, Total assets ($B): 0.050322834 · Participants: 92Shutts & Bowen LLP Retirement Plan and TrustL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
Shutts & Bowen LLP Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Shutts & Bowen LLP Retirement Plan and Trust side-by-side with 3 peers →

Shutts & Bowen LLP Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Union Carbide Employees' Pension Plan (Personal Pension Account) in MI ($50M); by covered participants it is Avadian Credit Union Defined Benefit Plan in AL (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Shutts & Bowen LLP Retirement Plan and Trust assets move in 2024? ▼
Shutts & Bowen LLP Retirement Plan and Trust grew at a solid clip - up 10.1% during 2024, from $46M to $50M. Reported net income was $5M.
How have Shutts & Bowen, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shutts & Bowen, LLP's sponsor-wide assets grew 33.2%, from $199M to $265M.
Where does Shutts & Bowen LLP Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Shutts & Bowen LLP Retirement Plan and Trust ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to Shutts & Bowen LLP Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Union Carbide Employees' Pension Plan (Personal Pension Account) in MI ($50M, 1,203 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shutts & Bowen LLP Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avadian Credit Union Defined Benefit Plan in AL (92 participants, $36M 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 590447122.

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.