401(k) · DOL Form 5500 · 2024

Searcy Denney Scarola Barnhart & Shipley, PA 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
150
Participants Small participant base
88th
Percentile by assets National rank
$494,390
Avg per participant High balance/head
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Official DOL plan name: Searcy, Denney Et Al. 401(k) Profit Sharing Plan · Sponsored by Searcy Denney Scarola Barnhart & Shipley, PA · Florida · Professional & Technical Services

$74M in assets, 150 participants

Searcy Denney Scarola Barnhart & Shipley, PA's Searcy, Denney Et Al. 401(k) Profit Sharing Plan reported $74M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,988 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Searcy, Denney Et Al. 401(k) Profit Sharing Plan covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $74M.

#17,988
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Searcy, Denney Et Al. 401(k) Profit Sharing Plan's outsized position by total assets

Searcy, Denney Et Al. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$74,158,456 Top 12% higher than 88% 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

Searcy, Denney Et Al. 401(k) Profit Sharing 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. Searcy, Denney Et Al. 401(k) Profit Sharing Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Searcy, Denney Et Al. 401(k) Profit Sharing Plan end-of-year assets rose from $66M in the plan year 2023 filing to $74M in the plan year 2024 filing.
  • Searcy, Denney Et Al. 401(k) Profit Sharing Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Searcy, Denney Et Al. 401(k) Profit Sharing Plan reported participants fell from 152 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 591720203 · Searcy Denney Scarola Barnhart & Shipley, PA PY 2024 · 401(k)

Searcy, Denney Et Al. 401(k) Profit Sharing Plan · $74M · 150 · 88th

  • SCH $74M
  • EBSA 150
  • PART 88th
  • TYPE 401(k)
  • NET near Es3 401(k) Plan
  • BOOK ind #17988

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 →

Searcy, Denney Et Al. 401(k) Profit Sharing Plan in the asset neighbourhood

Nature's Sunshine Products, Inc. Tax Deferred Retirement PlanNature's Sunshine Products, …$74MNutramax Laboratories, Inc. 401(k) Profit Sharing PlanNutramax Laboratories, Inc. …$74MSearcy, Denney Et Al. 401(k) Profit Sharing PlanSearcy, Denney Et Al. 401(k)…$74MEs3 401(k) Plan$74MWls 401(k) Plan$74M
End-of-year total assets ($M) among Searcy, Denney Et Al. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$74M
Net Income$9M
Employer EIN591720203
Plan Effective Date1985-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Searcy Denney Scarola Barnhart & Shipley, PA)

Sponsor-wide plan assets over time

All Searcy Denney Scarola Barnhart & Shipley, PA plans reported in each filing year

Latest sponsor-wide plan assets
$74M 28.16925828827844% vs 2022
2024 filing year
$55M$60M$65M$70M$75M$80M 202220232024 $57.9M $74.2M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 143 $58M
2023 1 152 $66M
2024 1 150 $74M

Nearby 401(k) Plans in Florida

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

Searcy, Denney Et Al. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Searcy, Denney Et Al. 401(k) Profit Sharing Plan, Total assets ($B): 0.074158456 · Participants: 150Searcy, Denney Et Al. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Searcy, Denney Et Al. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Searcy, Denney Et Al. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Searcy, Denney Et Al. 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 Es3 401(k) Plan in CA ($74M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Searcy, Denney Et Al. 401(k) Profit Sharing Plan assets move in 2024? ▼
Searcy, Denney Et Al. 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $66M to $74M. Reported net income was $9M.
How have Searcy Denney Scarola Barnhart & Shipley, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Searcy Denney Scarola Barnhart & Shipley, PA's sponsor-wide assets grew 28.2%, from $58M to $74M.
Where does Searcy, Denney Et Al. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Searcy, Denney Et Al. 401(k) Profit Sharing Plan ranks in the 88th 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 Searcy, Denney Et Al. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Es3 401(k) Plan in CA ($74M, 191 participants).
Which 401(k) plans cover a similar participant headcount to Searcy, Denney Et Al. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 591720203.

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.