401(k) · DOL Form 5500 · 2024
Much Shelist, P.C. 401(k) Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 154
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $390,721
- Avg per participant High balance/head
Official DOL plan name: Much Shelist Profit Sharing Plan and Trust · Sponsored by Much Shelist, P.C. · Illinois · Professional & Technical Services
$60M in assets, 154 participants
Much Shelist, P.C.'s Much Shelist Profit Sharing Plan and Trust reported $60M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #17,555 in Professional & Technical Services (20,173 peers)
Coverage in Illinois
Much Shelist Profit Sharing Plan and Trust covers 154 participants in Illinois, about 20% of the average Illinois filer (state average ~779 per filing). Assets: $60M.
- #17,555
- in Professional & Technical Services (20,173 peers)
- +14.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Much Shelist Profit Sharing Plan and Trust's outsized position by total assets
Much Shelist Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$60,171,044 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Much Shelist Profit Sharing Plan and Trust 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. Much Shelist Profit Sharing Plan and Trust sits mid-pack in the medium band (154 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Much Shelist Profit Sharing Plan and Trust end-of-year assets rose from $53M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Much Shelist Profit Sharing Plan and Trust reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Much Shelist Profit Sharing Plan and Trust reported participants fell from 159 in the plan year 2023 filing to 154 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 362757501 · Much Shelist, P.C. PY 2024 · 401(k)
Much Shelist Profit Sharing Plan and Trust · $60M · 154 · 86th
- PCT $60M
- PCT 154
- PCT 86th
- PCT 401(k)
- PCT near Medical Knowledge Group 401(k) Plan
- PCT ind #17555
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 Illinois →
Much Shelist Profit Sharing Plan and Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $7M |
| Employer EIN | 362757501 |
| Plan Effective Date | 1992-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Much Shelist, P.C.)
Sponsor-wide plan assets over time
All Much Shelist, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $60M 31.026785116425526% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $46M |
| 2023 | 1 | 159 | $53M |
| 2024 | 1 | 154 | $60M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Much Shelist Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Medical Knowledge Group 401(k) Plan in NY ($60M); by covered participants it is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Medical Knowledge Group 401(k) Plan (NY) $60M · 607
- Orr Corporation Retirement Plan (KY) $60M · 338
- The Mazzella Companies Savings & Retirement Plan (OH) $60M · 926
- Arcus Biosciences Retirement Trust (CA) $60M · 581
Similar participant headcount
Nearest other-state filings by covered participants (154 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.