401(k) · DOL Form 5500 · 2024
Shannon & Wilson, Inc. 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 358
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $362,981
- Avg per participant High balance/head
Official DOL plan name: Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust · Sponsored by Shannon & Wilson, Inc. · Washington · Professional & Technical Services
$130M in assets, 358 participants
Shannon & Wilson, Inc.'s Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reported $130M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,814 in Professional & Technical Services (20,173 peers)
Coverage in Washington
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust covers 358 participants in Washington, about 24% of the average Washington filer (state average ~1,476 per filing). Assets: $130M.
- #18,814
- in Professional & Technical Services (20,173 peers)
- +11.6%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust's outsized position by total assets
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$129,947,147 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust 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. Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reported net income fell from $15M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust end-of-year assets rose from $116M in the plan year 2023 filing to $130M in the plan year 2024 filing.
- Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust reported participants rose from 345 in the plan year 2023 filing to 358 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 910745357 · Shannon & Wilson, Inc. PY 2024 · 401(k)
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust · $130M · 358 · 92nd
- EIN $130M
- EIN 358
- EIN 92nd
- EIN 401(k)
- EIN near Live Oak Banking Company 401(k) Plan
- EIN ind #18814
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 Washington →
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $116M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | $9M |
| Employer EIN | 910745357 |
| Plan Effective Date | 1964-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shannon & Wilson, Inc.)
Sponsor-wide plan assets over time
All Shannon & Wilson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $171M 32.382695645899204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 554 | $129M |
| 2023 | 2 | 647 | $151M |
| 2024 | 2 | 713 | $171M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Shannon & Wilson, Inc. Ps Retirement & 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Live Oak Banking Company 401(k) Plan in NC ($130M); by covered participants it is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Live Oak Banking Company 401(k) Plan (NC) $130M · 954
- The Children's Place 401(k) Savings Plan (NJ) $130M · 7,362
- Sughrue Mion, PLLC 401(k) Plan (DC) $130M · 180
- National Express Safe Harbor 401(k) Plan (IL) $130M · 18,709
Similar participant headcount
Nearest other-state filings by covered participants (358 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.