401(k) · DOL Form 5500 · 2024

Shutts & Bowen LLP 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
193
Participants Below avg headcount
83rd
Percentile by assets National rank
$235,513
Avg per participant Above avg balance/head
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Official DOL plan name: Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) · Sponsored by Shutts & Bowen LLP · Florida · Professional & Technical Services

$45M in assets, 193 participants

Shutts & Bowen LLP's Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported $45M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,881 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) covers 193 participants in Florida, about 31% of the average Florida filer (state average ~628 per filing). Assets: $45M.

#16,881
in Professional & Technical Services (20,173 peers)
+11.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $450K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$45,454,038 Top 17% higher than 83% 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 (B) 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 (B) sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported net income fell from $4M in the plan year 2023 filing to -$450K in the plan year 2024 filing.
  • Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) reported participants rose from 152 in the plan year 2023 filing to 193 in the plan year 2024 filing.
  • Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) end-of-year assets rose from $41M in the plan year 2023 filing to $45M 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 (B) · $45M · 193 · 83rd

  • PCT $45M
  • PCT 193
  • PCT 83rd
  • PCT 401(k)
  • PCT near D4c Dental Brands, Inc. 401(k) Plan
  • PCT ind #16881

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 (B) in the asset neighbourhood

Magotteaux, Inc. Asset Accumulation 401(k) Retirement PlanMagotteaux, Inc. Asset Accum…$45MShutts & Bowen, LLP 401(k) Profit Sharing Plan (B)Shutts & Bowen, LLP 401(k) P…$45MD4c Dental Brands, Inc. 401(k) PlanD4c Dental Brands, Inc. 401(…$45MSt. Cloud Orthopedic Associates, Ltd. 401(k) Profit Sharing PlanSt. Cloud Orthopedic Associa…$45MThos Somerville Co 401(k) Retirement PlanThos Somerville Co 401(k) Re…$45M
End-of-year total assets ($M) among Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$45M
Net Income-$450K
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 (B) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B), Total assets ($B): 0.045454038 · Participants: 193Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)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 (B) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is D4c Dental Brands, Inc. 401(k) Plan in GA ($45M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 (B) assets move in 2024? ▼
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) grew at a solid clip - up 11.1% during 2024, from $41M to $45M. Reported net income was -$450K.
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 (B) rank by assets among Form 5500 filers? ▼
Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B) ranks in the 83rd 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 Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)? ▼
Among 401(k) plans in other states, the closest by assets is D4c Dental Brands, Inc. 401(k) Plan in GA ($45M, 2,627 participants).
Which 401(k) plans cover a similar participant headcount to Shutts & Bowen, LLP 401(k) Profit Sharing Plan (B)? ▼
Among 401(k) plans in other states, the closest by covered participants is Spartan Race, Inc. 401(k) Plan in MA (193 participants, $5M 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.