401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$108M
Total assets: 522
Participants: 91st
Percentile by assets: $206,710
Avg per participant

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.

91st percentile by assets (of 123,622 plans)
#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.

$108M
total plan assets (2024 EOY): 522
covered participants: 91st
percentile by assets (of 123,622 plans): $206,710
avg assets per participant

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 →

State

Iowa

Industry

Professional & Technical Services

Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan vs the 2024 asset distribution

By assets, Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan outranks 91% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$91M
Net Assets (End of Year)	$108M
Net Income	$17M
Employer EIN	421481495
Plan Effective Date	1984-09-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Shive-Hattery Group, Inc. plans on file

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

The Principal Select Savings Plan $4.6B · 12,841
The Rsm US LLP Retirement Plan $3.4B · 14,728
Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059

Compare Shive-Hattery Group, Inc. 401(k) Profit … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan by total assets, not by location.

Bandwidth Inc. 401(k) Profit Sharing and Trust (NC) $108M · 894
Perry Homes, LLC 401(k) Profit Sharing Plan (TX) $108M · 1,414
Roper Employee Voluntary Retirement Plan (GA) $108M · 2,285
Murfreesboro Medical Clinic P.a. Restated Employee Savings and Profit Sharing Plan (TN) $108M · 681

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).

Next read for Shive-Hattery Group, Inc. 401(k) Profit …

Scale reading

Ways to act on Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan's numbers.

By total assets, Shive-Hattery Group, Inc. 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Iowa. Compare plans
Shive-Hattery Group, Inc.'s sponsor-wide assets have grown 45.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.