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
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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

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

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.

See the national 2023→2024 release diff →

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

The Mazzella Companies Savings & Retirement PlanThe Mazzella Companies Savin…$60MArcus Biosciences Retirement TrustArcus Biosciences Retirement…$60MOrr Corporation Retirement PlanOrr Corporation Retirement P…$60MMuch Shelist Profit Sharing Plan and TrustMuch Shelist Profit Sharing …$60MMedical Knowledge Group 401(k) PlanMedical Knowledge Group 401(…$60M
End-of-year total assets ($M) among Much Shelist Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$60M
Net Income$7M
Employer EIN362757501
Plan Effective Date1992-06-01
Filing StatusFILING 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
$40M$45M$50M$55M$60M$65M 202220232024 $45.9M $60.2M ▲ +31.0%
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.

Much Shelist Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Much Shelist Profit Sharing Plan and Trust, Total assets ($B): 0.060171044 · Participants: 154Much Shelist Profit Sharing Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Much Shelist Profit Sharing Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

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).

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.

Frequently Asked Questions

How did Much Shelist Profit Sharing Plan and Trust assets move in 2024?
Much Shelist Profit Sharing Plan and Trust grew at a solid clip - up 14.2% during 2024, from $53M to $60M. Reported net income was $7M.
How have Much Shelist, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Much Shelist, P.C.'s sponsor-wide assets grew 31.0%, from $46M to $60M.
Where does Much Shelist Profit Sharing Plan and Trust rank by assets among Form 5500 filers?
Much Shelist Profit Sharing Plan and Trust ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Much Shelist Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Medical Knowledge Group 401(k) Plan in NY ($60M, 607 participants).
Which 401(k) plans cover a similar participant headcount to Much Shelist Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is 401(k) Savings Plan for Peter Marino Architect, PLLC in NY (154 participants, $36M in assets).