401(k) · DOL Form 5500 · 2022
Shared Services, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 122
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $100,246
- Avg per participant Below avg balance/head
Official DOL plan name: Shared Services 401(k) Plan · Sponsored by Shared Services, LLC · Ohio · Professional & Technical Services
$12M in assets, 122 participants
Shared Services, LLC's Shared Services 401(k) Plan reported $12M in total assets and 122 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #14,695 in Professional & Technical Services (21,562 peers)
Coverage in Ohio
Shared Services 401(k) Plan covers 122 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $12M.
- #14,695
- in Professional & Technical Services (21,562 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $962K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shared Services 401(k) Plan's outsized position by total assets
Shared Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,229,994 Top 31% higher than 69% 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
Shared Services 401(k) 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. Shared Services 401(k) Plan sits mid-pack in the medium band (122 participants).
Form 5500 schedule snapshot
Filing strip 465302568 · Shared Services, LLC PY 2022 · 401(k)
Shared Services 401(k) Plan · $12M · 122 · 69th
- 5500 $12M
- ASSETS 122
- PCT 69th
- EIN 401(k)
- RANK near Agmb, LLP 401(k) Profit Sharing Plan
- PHOTO ind #14695
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 Ohio →
Shared Services 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$962K |
| Employer EIN | 465302568 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shared Services, LLC)
Sponsor-wide plan assets over time
All Shared Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 69.52824343168116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $12M |
| 2023 | 1 | 140 | $16M |
| 2024 | 1 | 138 | $21M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Shared Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Agmb, LLP 401(k) Profit Sharing Plan in NY ($12M); by covered participants it is Fox Products Corporation 401(k) Profit Sharing Plan in IN (122 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (122 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.