401(k) · DOL Form 5500 · 2022
Shea & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $281,250
- Avg per participant High balance/head
Official DOL plan name: Shea & Company, LLC 401(k) Plan · Sponsored by Shea & Company, LLC · Massachusetts · Finance & Insurance
$10M in assets, 35 participants
Shea & Company, LLC's Shea & Company, LLC 401(k) Plan reported $10M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.
- #4,445 in Finance & Insurance (9,261 peers)
Shea & Company, LLC multi-year trail
Shea & Company, LLC's plans moved +67.4% in assets from 2022 to 2024; this filing shows Shea & Company, LLC 401(k) Plan at $10M / 35 participants.
- #4,445
- in Finance & Insurance (9,261 peers)
- -0.8%
- assets change YoY
The plan reported a net loss of $82K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shea & Company, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Shea & Company, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,843,742 Top 35% higher than 65% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shea & Company, LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shea & Company, LLC 401(k) Plan is a small filing (35 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 204746707 · Shea & Company, LLC PY 2022 · 401(k)
Shea & Company, LLC 401(k) Plan · $10M · 35 · 65th
- EOY $10M
- EOY 35
- EOY 65th
- EOY 401(k)
- EOY near Witf, Inc. 401(k) Retirement Plan
- EOY ind #4445
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 Finance & Insurance retirement plans → · Plans in Massachusetts →
Shea & Company, LLC 401(k) Plan in the asset neighbourhood
Shea & Company, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Shea & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 67.42767130629795% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $10M |
| 2023 | 1 | 36 | $13M |
| 2024 | 1 | 38 | $16M |
Shea & Company, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$82K |
| Employer EIN | 204746707 |
| Plan Effective Date | 2007-09-11 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Shea & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Witf, Inc. 401(k) Retirement Plan in PA ($10M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.