401(k) · DOL Form 5500 · 2024

Shive-Hattery Group, Inc. 401(k) Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
522
Participants Below avg headcount
91st
Percentile by assets National rank
$206,710
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan · Sponsored by Shive-Hattery Group, Inc. · Iowa · Professional & Technical Services

$108M in assets, 522 participants

Shive-Hattery Group, Inc.'s Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan reported $108M in total assets and 522 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,585 in Professional & Technical Services (20,173 peers)

Where Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan sits by assets

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $108M for 522 participants (~$206,710/participant), up 18.4% in 2024.

#18,585
in Professional & Technical Services (20,173 peers)
+18.4%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$107,902,717 Top 9% higher than 91% 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

Shive-Hattery Group, Inc. 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. Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (522 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $91M in the plan year 2023 filing to $108M in the plan year 2024 filing.
  • Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan reported participants rose from 495 in the plan year 2023 filing to 522 in the plan year 2024 filing.
  • Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421481495 · Shive-Hattery Group, Inc. PY 2024 · 401(k)

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan · $108M · 522 · 91st

  • 5500 $108M
  • 5500 522
  • 5500 91st
  • 5500 401(k)
  • 5500 near Bandwidth Inc. 401(k) Profit Sharing and Trust
  • 5500 ind #18585

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 Iowa →

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Perry Homes, LLC 401(k) Profit Sharing PlanPerry Homes, LLC 401(k) Prof…$108MShive-Hattery Group, Inc. 401(k) Profit Sharing PlanShive-Hattery Group, Inc. 40…$108MBandwidth Inc. 401(k) Profit Sharing and TrustBandwidth Inc. 401(k) Profit…$108MRoper Employee Voluntary Retirement PlanRoper Employee Voluntary Ret…$108MMurfreesboro Medical Clinic P.a. Restated Employee Savings and Profit Sharing PlanMurfreesboro Medical Clinic …$108M
End-of-year total assets ($M) among Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$108M
Net Income$17M
Employer EIN421481495
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shive-Hattery Group, Inc.)

Sponsor-wide plan assets over time

All Shive-Hattery Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$108M 45.2066434982449% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $74.3M $108M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 445 $74M
2023 1 495 $91M
2024 1 522 $108M

Nearby 401(k) Plans in Iowa

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

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.107902717 · Participants: 522Shive-Hattery Group, Inc. 401(k) Profit Sharing PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Bandwidth Inc. 401(k) Profit Sharing and Trust in NC ($108M); by covered participants it is Kearny Bank Employees' Savings Plan in NJ (522 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (522 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 Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.4% during 2024, from $91M to $108M. Reported net income was $17M.
How have Shive-Hattery Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shive-Hattery Group, Inc.'s sponsor-wide assets grew 45.2%, from $74M to $108M.
Where does Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan ranks in the 91st 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 Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bandwidth Inc. 401(k) Profit Sharing and Trust in NC ($108M, 894 participants).
Which 401(k) plans cover a similar participant headcount to Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kearny Bank Employees' Savings Plan in NJ (522 participants, $63M 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 421481495.

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.