401(k) · DOL Form 5500 · 2024

Shen Milsom & Wilke LLC 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
144
Participants Small participant base
73rd
Percentile by assets National rank
$158,824
Avg per participant Above avg balance/head
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Official DOL plan name: Shen Milsom & Wilke, LLC 401(k) Plan · Sponsored by Shen Milsom & Wilke LLC · New York · Professional & Technical Services

$23M in assets, 144 participants

Shen Milsom & Wilke LLC's Shen Milsom & Wilke, LLC 401(k) Plan reported $23M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,581 in Professional & Technical Services (20,173 peers)

Coverage in New York

Shen Milsom & Wilke, LLC 401(k) Plan covers 144 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $23M.

#14,581
in Professional & Technical Services (20,173 peers)
+19.1%
assets growth YoY

Shen Milsom & Wilke, LLC 401(k) Plan's outsized position by total assets

Shen Milsom & Wilke, LLC 401(k) Plan vs every filed plan by assets

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

$22,870,653 Top 27% higher than 73% 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

Shen Milsom & Wilke, LLC 401(k) 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. Shen Milsom & Wilke, LLC 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shen Milsom & Wilke, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Shen Milsom & Wilke, LLC 401(k) Plan reported participants rose from 113 in the plan year 2023 filing to 144 in the plan year 2024 filing.
  • Shen Milsom & Wilke, LLC 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 263758621 · Shen Milsom & Wilke LLC PY 2024 · 401(k)

Shen Milsom & Wilke, LLC 401(k) Plan · $23M · 144 · 73rd

  • EOY $23M
  • 5500 144
  • ASSETS 73rd
  • PCT 401(k)
  • EIN near Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan
  • RANK ind #14581

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 New York →

Shen Milsom & Wilke, LLC 401(k) Plan in the asset neighbourhood

Shen Milsom & Wilke, LLC 401(k) PlanShen Milsom & Wilke, LLC 401…$23MSurgical Referral Services, Ltd. 401(k) Profit Sharing PlanSurgical Referral Services, …$23MPort Washington State Bank Employees' Profit Sharing Retirement PlanPort Washington State Bank E…$23MDesign Communications, Ltd. 401(k) PlanDesign Communications, Ltd. …$23MAcronis, Inc. 401(k) Plan$23M
End-of-year total assets ($M) among Shen Milsom & Wilke, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN263758621
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shen Milsom & Wilke LLC)

Sponsor-wide plan assets over time

All Shen Milsom & Wilke LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 38.096066469710784% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.6M $22.9M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 113 $17M
2023 1 113 $19M
2024 1 144 $23M

Nearby 401(k) Plans in New York

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

Shen Milsom & Wilke, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shen Milsom & Wilke, LLC 401(k) Plan, Total assets ($B): 0.022870653 · Participants: 144Shen Milsom & Wilke, LLC 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Shen Milsom & Wilke, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shen Milsom & Wilke, LLC 401(k) Plan side-by-side with 3 peers →

Shen Milsom & Wilke, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan in IL ($23M); by covered participants it is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Shen Milsom & Wilke, LLC 401(k) Plan assets move in 2024? ▼
Shen Milsom & Wilke, LLC 401(k) Plan grew sharply - up 19.1% during 2024, from $19M to $23M. Reported net income was $4M.
How have Shen Milsom & Wilke LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shen Milsom & Wilke LLC's sponsor-wide assets grew 38.1%, from $17M to $23M.
Which 401(k) plans are similar in size to Shen Milsom & Wilke, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Surgical Referral Services, Ltd. 401(k) Profit Sharing Plan in IL ($23M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Shen Milsom & Wilke, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Credit Union of Texas 401(k) Plan and Trust in TX (144 participants, $17M 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 263758621.

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.