401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$113M
Total assets Near avg plan size
250
Participants Below avg headcount
93rd
Percentile by assets National rank
$452,740
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,974
in Real Estate (5,057 peers)
-15.7%
assets change YoY
1.1×
vs typical plan assets (national mean)

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.

The Shorenstein 401(k) Tax Sheltered Savings Plan's outsized position 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 $2,050,000,000 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 2022

The Shorenstein 401(k) Tax Sheltered Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shorenstein 401(k) Tax Sheltered Savings Plan sits mid-pack in the medium band (250 participants).

Plan-year Form 5500 strip

Filing strip 943286598 · Shorenstein Realty Services, L.P. PY 2022 · 401(k)

The Shorenstein 401(k) Tax Sheltered Savings Plan · $113M · 250 · 93rd

  • VS-ST $113M
  • VS-ST 250
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near National Dentex Corporation Plan
  • VS-ST ind #4974

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 Real Estate retirement plans → · Plans in California →

The Shorenstein 401(k) Tax Sheltered Savings Plan in the asset neighbourhood

Acme Brick Company 401(k) Retirement & Savings PlanAcme Brick Company 401(k) Re…$113MNibco Inc. Profit Sharing & 401(k) Savings PlanNibco Inc. Profit Sharing & …$113MThe Shorenstein 401(k) Tax Sheltered Savings PlanThe Shorenstein 401(k) Tax S…$113MNational Dentex Corporation PlanNational Dentex Corporation …$113MWilmington Health, PLLC Retirement PlanWilmington Health, PLLC Reti…$113M
End-of-year total assets ($M) among The Shorenstein 401(k) Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Shorenstein Realty Services, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$135M 19.137310097439865% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $113M $135M ▲ +19.1%
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 ($B) Participants The Shorenstein 401(k) Tax Sheltered Savings Plan, Total assets ($B): 0.113184888 · Participants: 250The Shorenstein 401(k) Tax Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
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 Savings Plan side-by-side with 3 peers →

The Shorenstein 401(k) Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is National Dentex Corporation Plan in FL ($113M); by covered participants it is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113M here).

Similar participant headcount

Nearest other-state filings by covered participants (250 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.

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).
Which 401(k) plans cover a similar participant headcount to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linode LLC 401(k) Profit Sharing Plan in PA (250 participants, N/A in assets).

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.