401(k) · DOL Form 5500 · 2024

Shumaker, Loop and Kendrick, LLP 401(k) Plan

Data updated 2026-08-25

$287M
Total assets Near avg plan size
509
Participants Below avg headcount
96th
Percentile by assets National rank
$563,806
Avg per participant High balance/head
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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.

  • #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.

#19,505
in Professional & Technical Services (20,173 peers)
+11.0%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Shumaker, Loop and Kendrick Retirement Plan's outsized position by total assets

Shumaker, Loop and Kendrick Retirement Plan vs every filed plan by assets

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

$286,977,163 Top 4% higher than 96% 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

Shumaker, Loop and Kendrick 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. Shumaker, Loop and Kendrick Retirement Plan sits mid-pack in the medium band (509 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 344439491 · Shumaker, Loop and Kendrick, LLP PY 2024 · 401(k)

Shumaker, Loop and Kendrick Retirement Plan · $287M · 509 · 96th

  • VS-ST $287M
  • BOY 509
  • SCH 96th
  • EBSA 401(k)
  • PART near Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan
  • TYPE ind #19505

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 →

Shumaker, Loop and Kendrick Retirement Plan in the asset neighbourhood

Shumaker, Loop and Kendrick Retirement PlanShumaker, Loop and Kendrick …$287MIllinois Bone and Joint Institute, LLC Profit Sharing and Savings PlanIllinois Bone and Joint Inst…$287MLouis Dreyfus Retirement Savings PlanLouis Dreyfus Retirement Sav…$287MRadiology Associates of North Texas, P.a. Savings and Investment PlanRadiology Associates of Nort…$287MAdventist Health 401(k) Plan$287M
End-of-year total assets ($M) among Shumaker, Loop and Kendrick Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$259M
Net Assets (End of Year)$287M
Net Income$28M
Employer EIN344439491
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shumaker, Loop and Kendrick, LLP)

Sponsor-wide plan assets over time

All Shumaker, Loop and Kendrick, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$287M 27.304062735643548% vs 2022
2024 filing year
$200M$220M$240M$260M$280M$300M 202220232024 $225M $287M ▲ +27.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Shumaker, Loop and Kendrick Retirement Plan, Total assets ($B): 0.286977163 · Participants: 509Shumaker, Loop and Kendrick Retirement 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
Shumaker, Loop and Kendrick Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Shumaker, Loop and Kendrick Retirement Plan side-by-side with 3 peers →

Shumaker, Loop and Kendrick Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan in IL ($287M); by covered participants it is Peapack-Gladstone Bank Employees Savings and Investment Plan in NJ (509 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (509 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 Shumaker, Loop and Kendrick Retirement Plan assets move in 2024? ▼
Shumaker, Loop and Kendrick Retirement Plan grew at a solid clip - up 11.0% during 2024, from $259M to $287M. Reported net income was $28M.
How have Shumaker, Loop and Kendrick, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shumaker, Loop and Kendrick, LLP's sponsor-wide assets grew 27.3%, from $225M to $287M.
Where does Shumaker, Loop and Kendrick Retirement Plan rank by assets among Form 5500 filers? ▼
Shumaker, Loop and Kendrick Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Shumaker, Loop and Kendrick Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illinois Bone and Joint Institute, LLC Profit Sharing and Savings Plan in IL ($287M, 2,246 participants).
Which 401(k) plans cover a similar participant headcount to Shumaker, Loop and Kendrick Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peapack-Gladstone Bank Employees Savings and Investment Plan in NJ (509 participants, $107M 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 344439491.

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.