Profit Sharing · DOL Form 5500 · 2024

Shuman Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
16
Participants Small participant base
26th
Percentile by assets National rank
$86,232
Avg per participant Below avg balance/head
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Official DOL plan name: Shuman Enterprises, Inc. Retirement Plan · Sponsored by Shuman Enterprises, Inc. · New York · Healthcare & Social Assistance

$1M in assets, 16 participants

Shuman Enterprises, Inc.'s Shuman Enterprises, Inc. Retirement Plan reported $1M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,788 in Healthcare & Social Assistance (16,916 peers)

Shuman Enterprises, Inc. multi-year trail

Shuman Enterprises, Inc.'s plans moved +14.6% in assets from 2022 to 2024; this filing shows Shuman Enterprises, Inc. Retirement Plan at $1M / 16 participants.

#3,788
in Healthcare & Social Assistance (16,916 peers)
-7.0%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shuman Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Shuman Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$1,379,708 26th percentile higher than 26% 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

Shuman Enterprises, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shuman Enterprises, Inc. Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shuman Enterprises, Inc. Retirement Plan reported net income fell from $280K in the plan year 2023 filing to -$105K in the plan year 2024 filing.
  • Shuman Enterprises, Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 452954610 · Shuman Enterprises, Inc. PY 2024 · Profit Sharing

Shuman Enterprises, Inc. Retirement Plan · $1M · 16 · 26th

  • EBSA $1M
  • PART 16
  • TYPE 26th
  • NET Profit Sharing
  • BOOK near Eze Learning Company Retirement Plan
  • VS-ST ind #3788

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Shuman Enterprises, Inc. Retirement Plan in the asset neighbourhood

Shuman Enterprises, Inc. Retirement PlanShuman Enterprises, Inc. Ret…$1MEze Learning Company Retirement PlanEze Learning Company Retirem…$1MIndependent Living Services, Inc. Retirement Plan and TrustIndependent Living Services,…$1MColor Brite Fabrics & Displays Inc Profit SharingColor Brite Fabrics & Displa…$1MCape Air Puerto Rico Employees Retirement PlanCape Air Puerto Rico Employe…$1M
End-of-year total assets ($M) among Shuman Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Shuman Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shuman Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 14.550493418594648% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M$1.6M 202220232024 $1.2M $1.38M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 11 $1M
2023 1 16 $1M
2024 1 16 $1M

Shuman Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$105K
Employer EIN452954610
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Shuman Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants Shuman Enterprises, Inc. Retirement Plan, Total assets ($B): 0.001379708 · Participants: 16Shuman Enterprises, Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.296401236 · Participants: 18200Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 2.056246349 · Participants: 3278Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.821807482 · Participants: 5817Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for the State University of New York Retirement Plan, Total assets ($B): 1.269293939 · Participants: 9758The Research Foundation for the State University of New York Retirement PlanRochester Regional Health 403(b) Defined Contribution Plan, Total assets ($B): 0.987006461 · Participants: 15432Rochester Regional Health 403(b) Defined Contribution Plan
Shuman Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Shuman Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Shuman Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Eze Learning Company Retirement Plan in NJ ($1M); by covered participants it is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 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 Shuman Enterprises, Inc. Retirement Plan assets move in 2024? ▼
Shuman Enterprises, Inc. Retirement Plan pulled back noticeably - down 7.0% during 2024, from $1M to $1M. Reported net income was -$105K.
How have Shuman Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shuman Enterprises, Inc.'s sponsor-wide assets grew 14.6%, from $1M to $1M.
Which Profit Sharing plans are similar in size to Shuman Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Eze Learning Company Retirement Plan in NJ ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Shuman Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Beaumont Rice Mills, Inc. Profit Sharing Trust in TX (16 participants, N/A 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 452954610.

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.