401(k) · DOL Form 5500 · 2024

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-25

$169M
Total assets Near avg plan size
343
Participants Below avg headcount
94th
Percentile by assets National rank
$493,001
Avg per participant High balance/head
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Official DOL plan name: Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) · Sponsored by Shutts & Bowen LLP · Florida · Professional & Technical Services

$169M in assets, 343 participants

Shutts & Bowen LLP's Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported $169M in total assets and 343 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #19,085 in Professional & Technical Services (20,173 peers)

Where Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) sits by assets

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) sits in the top 10% of all filed plans by assets, $169M for 343 participants (~$493,001/participant), up 14.9% in 2024.

#19,085
in Professional & Technical Services (20,173 peers)
+14.9%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)'s outsized position by total assets

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs every filed plan by assets

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

$169,099,424 Top 6% higher than 94% 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 401(k) Profit Sharing Plan (a) 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. Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) sits mid-pack in the medium band (343 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported participants rose from 290 in the plan year 2023 filing to 343 in the plan year 2024 filing.
  • Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) end-of-year assets rose from $147M in the plan year 2023 filing to $169M in the plan year 2024 filing.
  • Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) reported net income fell from $28M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 590447122 · Shutts & Bowen LLP PY 2024 · 401(k)

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) · $169M · 343 · 94th

  • 5500 $169M
  • 5500 343
  • 5500 94th
  • 5500 401(k)
  • 5500 near The Jackson Clinic Professional Association Revised Profit Sharing Plan
  • 5500 ind #19085

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 401(k) Profit Sharing Plan (a) in the asset neighbourhood

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)Shutts & Bowen LLP 401(k) Pr…$169MThe Jackson Clinic Professional Association Revised Profit Sharing PlanThe Jackson Clinic Professio…$169MAmplify Education, Inc. 401(k) PlanAmplify Education, Inc. 401(…$169MGp Retirement Savings Plan$169MCbc Companies, Inc. Profit Sharing and Savings PlanCbc Companies, Inc. Profit S…$169M
End-of-year total assets ($M) among Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$169M
Net Income$27M
Employer EIN590447122
Plan Effective Date1999-01-01
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 401(k) Plans in Florida

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

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Shutts & Bowen LLP 401(k) Profit Sharing Plan (a), Total assets ($B): 0.169099424 · Participants: 343Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)L3harris 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
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) side-by-side with 3 peers →

Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Jackson Clinic Professional Association Revised Profit Sharing Plan in TN ($169M); by covered participants it is The Verescence 401(k) Plan in GA (343 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (343 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 401(k) Profit Sharing Plan (a) assets move in 2024? ▼
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) grew at a solid clip - up 14.9% during 2024, from $147M to $169M. Reported net income was $27M.
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 401(k) Profit Sharing Plan (a) rank by assets among Form 5500 filers? ▼
Shutts & Bowen LLP 401(k) Profit Sharing Plan (a) ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)? ▼
Among 401(k) plans in other states, the closest by assets is The Jackson Clinic Professional Association Revised Profit Sharing Plan in TN ($169M, 629 participants).
Which 401(k) plans cover a similar participant headcount to Shutts & Bowen LLP 401(k) Profit Sharing Plan (a)? ▼
Among 401(k) plans in other states, the closest by covered participants is The Verescence 401(k) Plan in GA (343 participants, $17M 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.