401(k) · DOL Form 5500 · 2024

Shapiro & Duncan Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
356
Participants Below avg headcount
85th
Percentile by assets National rank
$151,086
Avg per participant Above avg balance/head
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Official DOL plan name: Shapiro & Duncan, Inc. Employee 401(k) Plan · Sponsored by Shapiro & Duncan Inc. · Maryland · Construction

$54M in assets, 356 participants

Shapiro & Duncan Inc.'s Shapiro & Duncan, Inc. Employee 401(k) Plan reported $54M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,514 in Construction (9,039 peers)

Coverage in Maryland

Shapiro & Duncan, Inc. Employee 401(k) Plan covers 356 participants in Maryland, about 38% of the average Maryland filer (state average ~929 per filing). Assets: $54M.

#7,514
in Construction (9,039 peers)
+14.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shapiro & Duncan, Inc. Employee 401(k) Plan's outsized position by total assets

Shapiro & Duncan, Inc. Employee 401(k) Plan vs every filed plan by assets

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

$53,786,443 Top 15% higher than 85% 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

Shapiro & Duncan, Inc. Employee 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. Shapiro & Duncan, Inc. Employee 401(k) Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shapiro & Duncan, Inc. Employee 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Shapiro & Duncan, Inc. Employee 401(k) Plan end-of-year assets rose from $47M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Shapiro & Duncan, Inc. Employee 401(k) Plan reported participants rose from 338 in the plan year 2023 filing to 356 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521069819 · Shapiro & Duncan Inc. PY 2024 · 401(k)

Shapiro & Duncan, Inc. Employee 401(k) Plan · $54M · 356 · 85th

  • EOY $54M
  • EOY 356
  • EOY 85th
  • EOY 401(k)
  • EOY near The Hilliard Corporation Savings & Investment Plan
  • EOY ind #7514

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 Construction retirement plans → · Plans in Maryland →

Shapiro & Duncan, Inc. Employee 401(k) Plan in the asset neighbourhood

Shapiro & Duncan, Inc. Employee 401(k) PlanShapiro & Duncan, Inc. Emplo…$54MThe Hilliard Corporation Savings & Investment PlanThe Hilliard Corporation Sav…$54MLyra Health 401(k) Plan$54MRoger Cleveland Golf Co., Inc. 401(k) Savings PlanRoger Cleveland Golf Co., In…$54MAmerican Solutions for Business 401(k) PlanAmerican Solutions for Busin…$54M
End-of-year total assets ($M) among Shapiro & Duncan, Inc. Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$54M
Net Income$7M
Employer EIN521069819
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shapiro & Duncan Inc.)

Sponsor-wide plan assets over time

All Shapiro & Duncan Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$54M 38.49581639786642% vs 2022
2024 filing year
$35M$40M$45M$50M$55M$60M 202220232024 $38.8M $53.8M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 336 $39M
2023 1 338 $47M
2024 1 356 $54M

Nearby 401(k) Plans in Maryland

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

Shapiro & Duncan, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shapiro & Duncan, Inc. Employee 401(k) Plan, Total assets ($B): 0.053786443 · Participants: 356Shapiro & Duncan, Inc. Employee 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Shapiro & Duncan, Inc. Employee 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Shapiro & Duncan, Inc. Employee 401(k) Plan side-by-side with 3 peers →

Shapiro & Duncan, Inc. Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is The Hilliard Corporation Savings & Investment Plan in NY ($54M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Shapiro & Duncan, Inc. Employee 401(k) Plan assets move in 2024? ▼
Shapiro & Duncan, Inc. Employee 401(k) Plan grew at a solid clip - up 14.7% during 2024, from $47M to $54M. Reported net income was $7M.
How have Shapiro & Duncan Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shapiro & Duncan Inc.'s sponsor-wide assets grew 38.5%, from $39M to $54M.
Where does Shapiro & Duncan, Inc. Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Shapiro & Duncan, Inc. Employee 401(k) Plan ranks in the 85th 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 Shapiro & Duncan, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hilliard Corporation Savings & Investment Plan in NY ($54M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Shapiro & Duncan, Inc. Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants, $13M 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 521069819.

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.