Profit Sharing · DOL Form 5500 · 2024

Wm. J. Shaffer Assoc., Inc. Profit Sharing Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
6
Participants Small participant base
47th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Wm J. Shaffer Assoc., Inc. Profit Sharing Plan · Sponsored by Wm. J. Shaffer Assoc., Inc. · Ohio · Construction

$7M in assets, 6 participants

Wm. J. Shaffer Assoc., Inc.'s Wm J. Shaffer Assoc., Inc. Profit Sharing Plan reported $7M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #4,158 in Construction (9,039 peers)

Wm. J. Shaffer Assoc., Inc. multi-year trail

Wm. J. Shaffer Assoc., Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Wm J. Shaffer Assoc., Inc. Profit Sharing Plan at $7M / 6 participants.

#4,158
in Construction (9,039 peers)
+4.6%
assets growth YoY

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan vs every filed plan by assets

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

$6,688,327 47th percentile higher than 47% 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

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wm J. Shaffer Assoc., Inc. Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wm J. Shaffer Assoc., Inc. Profit Sharing Plan reported net income fell from $429K in the plan year 2023 filing to $297K in the plan year 2024 filing.
  • Wm J. Shaffer Assoc., Inc. Profit Sharing Plan reported participants fell from 8 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Wm J. Shaffer Assoc., Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310844131 · Wm. J. Shaffer Assoc., Inc. PY 2024 · Profit Sharing

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan · $7M · 6 · 47th

  • SCH $7M
  • SCH 6
  • SCH 47th
  • SCH Profit Sharing
  • SCH near Bill W. Bristow, PA Profit-Sharing Plan
  • SCH ind #4158

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 Construction retirement plans → · Plans in Ohio →

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan in the asset neighbourhood

Wm J. Shaffer Assoc., Inc. Profit Sharing PlanWm J. Shaffer Assoc., Inc. P…$7MBill W. Bristow, PA Profit-Sharing PlanBill W. Bristow, PA Profit-S…$7MMiller Helpers Inc. Profit Sharing PlanMiller Helpers Inc. Profit S…$7MUnited Community Health Center 403(b) PlanUnited Community Health Cent…$7MMetro Santurce Inc Dba Hospital Pavia Santurce Retirement PlanMetro Santurce Inc Dba Hospi…$7M
End-of-year total assets ($M) among Wm J. Shaffer Assoc., Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Wm. J. Shaffer Assoc., Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Wm. J. Shaffer Assoc., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 12.178862194972023% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M 202220232024 $5.96M $6.69M ▲ +12.2%
Year Plans Participants Total Assets
2022 1 8 $6M
2023 1 8 $6M
2024 1 6 $7M

Wm. J. Shaffer Assoc., Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$297K
Employer EIN310844131
Plan Effective Date1975-09-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Ohio

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

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Wm J. Shaffer Assoc., Inc. Profit Sharing Plan, Total assets ($B): 0.006688327 · Participants: 6Wm J. Shaffer Assoc., Inc. Profit Sharing PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.771113936 · Participants: 51751Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.544315052 · Participants: 6062Masterbrand, Inc. Retirement Savings PlanWorthington Steel, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.523297754 · Participants: 2500Worthington Steel, Inc. 401(k) Retirement Savings PlanThe Employer Retirement Savings Plan - Premier Health Partners, Total assets ($B): 0.24382437 · Participants: 12736The Employer Retirement Savings Plan - Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.21367125 · Participants: 960Three Rivers Annuity Fund
Wm J. Shaffer Assoc., Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare Wm J. Shaffer Assoc., Inc. Profit Sharing Plan side-by-side with 3 peers →

Wm J. Shaffer Assoc., Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Bill W. Bristow, PA Profit-Sharing Plan in AR ($7M); by covered participants it is Genesis Five Inc. Profit Sharing Plan in NC (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Wm J. Shaffer Assoc., Inc. Profit Sharing Plan assets move in 2024? ▼
Wm J. Shaffer Assoc., Inc. Profit Sharing Plan edged up modestly - up 4.6% during 2024, from $6M to $7M. Reported net income was $297K.
How have Wm. J. Shaffer Assoc., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wm. J. Shaffer Assoc., Inc.'s sponsor-wide assets grew 12.2%, from $6M to $7M.
Which Profit Sharing plans are similar in size to Wm J. Shaffer Assoc., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Bill W. Bristow, PA Profit-Sharing Plan in AR ($7M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Wm J. Shaffer Assoc., Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Genesis Five Inc. Profit Sharing Plan in NC (6 participants, $238K 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 310844131.

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.