401(k) · DOL Form 5500 · 2024
Shumaker, Loop and Kendrick, LLP 401(k) Plan
Data updated 2026-08-11
- $287M
- Total assets
- 509
- Participants
- 96th
- Percentile by assets
- $563,806
- Avg per participant
Official DOL plan name: Shumaker, Loop and Kendrick Retirement Plan · Sponsored by Shumaker, Loop and Kendrick, LLP · Ohio · Professional & Technical Services
$287M in assets, 509 participants
Shumaker, Loop and Kendrick, LLP's Shumaker, Loop and Kendrick Retirement Plan reported $287M in total assets and 509 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 123,622 plans)
- #19,505 in Professional & Technical Services (20,173 peers)
Where Shumaker, Loop and Kendrick Retirement Plan sits by assets
Shumaker, Loop and Kendrick Retirement Plan sits in the top 5% of all filed plans by assets, $287M for 509 participants (~$563,806/participant), up 11.0% in 2024.
- $287M
- total plan assets (2024 EOY)
- 509
- covered participants
- 96th
- percentile by assets (of 123,622 plans)
- $563,806
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shumaker, Loop and Kendrick Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $28M in the plan year 2024 filing.
- Shumaker, Loop and Kendrick Retirement Plan end-of-year assets rose from $259M in the plan year 2023 filing to $287M in the plan year 2024 filing.
- Shumaker, Loop and Kendrick Retirement Plan reported participants rose from 480 in the plan year 2023 filing to 509 in the plan year 2024 filing.
Shumaker, Loop and Kendrick Retirement Plan vs the 2024 asset distribution
By assets, Shumaker, Loop and Kendrick Retirement Plan outranks 96% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $259M |
|---|---|
| Net Assets (End of Year) | $287M |
| Net Income | $28M |
| Employer EIN | 344439491 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shumaker, Loop and Kendrick, LLP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 444 | $225M |
| 2023 | 1 | 480 | $259M |
| 2024 | 1 | 509 | $287M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Shumaker, Loop and Kendrick Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Shumaker, Loop and Kendrick Retirement Plan by total assets, not by location.
- Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan (IL) $287M · 2,246
- Louis Dreyfus Retirement Savings Plan (CT) $287M · 1,078
- Radiology Associates of North Texas, P.a. Savings and Investment Plan (TX) $287M · 424
- Adventist Health 401(k) Plan (CA) $287M · 2,601
Frequently Asked Questions
How did Shumaker, Loop and Kendrick Retirement Plan assets move in 2024? ▼
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Next read for Shumaker, Loop and Kendrick Retirement P…
Scale reading
Ways to act on Shumaker, Loop and Kendrick Retirement Plan's numbers.
- By total assets, Shumaker, Loop and Kendrick Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Shumaker, Loop and Kendrick, LLP's sponsor-wide assets have grown 27.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans