401(k) · DOL Form 5500 · 2024

Shackelford, Bowen, Mckinley & Norton, LLP 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
131
Participants Small participant base
65th
Percentile by assets National rank
$120,302
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan · Sponsored by Shackelford, Bowen, Mckinley & Norton, LLP · Texas · Professional & Technical Services

$16M in assets, 131 participants

Shackelford, Bowen, Mckinley & Norton, LLP's Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan reported $16M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,028 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#13,028
in Professional & Technical Services (20,173 peers)
+22.5%
assets growth YoY

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,759,603 Top 35% higher than 65% 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

Shackelford, Bowen, Mckinley & Norton 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. Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 752967456 · Shackelford, Bowen, Mckinley & Norton, LLP PY 2024 · 401(k)

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan · $16M · 131 · 65th

  • SCH $16M
  • EBSA 131
  • PART 65th
  • TYPE 401(k)
  • NET near Martin Retirement Savings Plan
  • BOOK ind #13028

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 Texas →

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan in the asset neighbourhood

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing PlanShackelford, Bowen, Mckinley…$16MMartin Retirement Savings PlanMartin Retirement Savings Pl…$16MSpinal Elements 401(k) and Profit Sharing PlanSpinal Elements 401(k) and P…$16MLauterbach & Amen, LLP 401(k) PlanLauterbach & Amen, LLP 401(k…$16MBayer & Becker, Inc. 401(k) PlanBayer & Becker, Inc. 401(k) …$16M
End-of-year total assets ($M) among Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN752967456
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shackelford, Bowen, Mckinley & Norton, LLP)

Sponsor-wide plan assets over time

All Shackelford, Bowen, Mckinley & Norton, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$16M 52.55297937375618% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $10.3M $15.8M ▲ +52.6%
Year Plans Participants Total Assets
2022 1 119 $10M
2023 1 130 $13M
2024 1 131 $16M

Nearby 401(k) Plans in Texas

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

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan, Total assets ($B): 0.015759603 · Participants: 131Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Martin Retirement Savings Plan in IL ($16M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan assets move in 2024? ▼
Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan grew sharply - up 22.5% during 2024, from $13M to $16M. Reported net income was $3M.
How have Shackelford, Bowen, Mckinley & Norton, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shackelford, Bowen, Mckinley & Norton, LLP's sponsor-wide assets grew 52.6%, from $10M to $16M.
Which 401(k) plans are similar in size to Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin Retirement Savings Plan in IL ($16M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Shackelford, Bowen, Mckinley & Norton 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 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 752967456.

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.