401(k) · DOL Form 5500 · 2022

Shorenstein Realty Services, L.P. 401(k) Plan

Data updated 2026-08-11

$113M
Total assets
250
Participants
93rd
Percentile by assets
$452,740
Avg per participant
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Official DOL plan name: The Shorenstein 401(k) Tax Sheltered Savings Plan · Sponsored by Shorenstein Realty Services, L.P. · California · Real Estate

$113M in assets, 250 participants

Shorenstein Realty Services, L.P.'s The Shorenstein 401(k) Tax Sheltered Savings Plan reported $113M in total assets and 250 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #4,974 in Real Estate (5,057 peers)

Coverage in California

The Shorenstein 401(k) Tax Sheltered Savings Plan covers 250 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $113M.

$113M
total plan assets (2022 EOY)
250
covered participants
93rd
percentile by assets (of 139,126 plans)
$452,740
avg assets per participant

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where The Shorenstein 401(k) Tax Sheltered Savings Plan sits by total assets

The Shorenstein 401(k) Tax Sheltered Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$113,184,888 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
California
Industry
Real Estate

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Shorenstein 401(k) Tax Sheltered Savings Plan reports 250 participants - about 40% of that state average ($113M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$113M
Net Income-$21M
Employer EIN943286598
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorenstein Realty Services, L.P.)

$110M$120M$130M$140M 202220232024 $113M $135M ▲ +19.1%
Total plan assets by year, all Shorenstein Realty Services, L.P. plans on file
Year Plans Participants Total Assets
2022 1 250 $113M
2023 1 241 $130M
2024 1 233 $135M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Shorenstein 401(k) Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Shorenstein 401(…, Total assets ($B): 0.113184888 · Participants: 250The Shorenstein 401(…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
The Shorenstein 401(k) Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Shorenstein 401(k) Tax Sheltered Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Shorenstein 401(k) Tax Sheltered Savings Plan by total assets, not by location.

Frequently Asked Questions

How did The Shorenstein 401(k) Tax Sheltered Savings Plan assets move in 2022? ▼
The Shorenstein 401(k) Tax Sheltered Savings Plan declined sharply - down 15.7% during 2022, from $134M to $113M. Reported net income was -$21M.
How have Shorenstein Realty Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorenstein Realty Services, L.P.'s sponsor-wide assets grew 19.1%, from $113M to $135M.
Where does The Shorenstein 401(k) Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
The Shorenstein 401(k) Tax Sheltered Savings Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Dentex Corporation Plan in FL ($113M, 2,353 participants).

Next read for The Shorenstein 401(k) Tax Sheltered Sav…

Filing takeaways

Ways to act on The Shorenstein 401(k) Tax Sheltered Savings Plan's numbers.

  • By total assets, The Shorenstein 401(k) Tax Sheltered Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Shorenstein Realty Services, L.P.'s sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Real Estate plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943286598.

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.