401(k) · DOL Form 5500 · 2022
SHOPTIKAL 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 820
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $46,116
- Avg per participant Low balance/head
Official DOL plan name: Shoptikal 401(k) Plan · Sponsored by SHOPTIKAL · Wisconsin · Retail Trade
$38M in assets, 820 participants
SHOPTIKAL's Shoptikal 401(k) Plan reported $38M in total assets and 820 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #8,753 in Retail Trade (9,519 peers)
Where Shoptikal 401(k) Plan sits by assets
Shoptikal 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 820 participants (~$46,116/participant), down 8.0% in 2022.
- #8,753
- in Retail Trade (9,519 peers)
- -8.0%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shoptikal 401(k) Plan's outsized position by total assets
Shoptikal 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$37,815,505 Top 15% higher than 85% 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
Shoptikal 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. Shoptikal 401(k) Plan sits mid-pack in the medium band (820 participants).
Plan-year Form 5500 strip
Filing strip 834387792 · SHOPTIKAL PY 2022 · 401(k)
Shoptikal 401(k) Plan · $38M · 820 · 85th
- VS-ST $38M
- VS-ST 820
- VS-ST 85th
- VS-ST 401(k)
- VS-ST near Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris
- VS-ST ind #8753
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 Retail Trade retirement plans → · Plans in Wisconsin →
Shoptikal 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | -$3M |
| Employer EIN | 834387792 |
| Plan Effective Date | 2019-08-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (SHOPTIKAL)
Sponsor-wide plan assets over time
All SHOPTIKAL plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 30.017576123867713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 820 | $38M |
| 2023 | 1 | 1,020 | $46M |
| 2024 | 1 | 917 | $49M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Shoptikal 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris in NY ($38M); by covered participants it is Sarepta Therapeutics, Inc. 401(k) Plan in MA (820 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
- Pepsi-Cola Newburgh Bottling Co., Inc. 401(k) Profit Sharing Plan for Employees of Pepsi-Cola of the Hudson Valley and Pepsi-Cola Bris (NY) $38M · 307
- Image First Holdings, LLC Retirement Savings Plan (PA) $38M · 3,146
- The Federal Savings Bank Retirement Plan (IL) $38M · 1,631
- Cordis US Corp. Retirement Savings Plan (FL) $38M · 743
Similar participant headcount
Nearest other-state filings by covered participants (820 participants); asset peers above are excluded.
- Sarepta Therapeutics, Inc. 401(k) Plan (MA) 820 · 0 off
- Bria Healthcare Management 401(k) Plan (IL) 820 · 0 off
- Flagship Credit Acceptance LLC 401(k) Plan (PA) 820 · 0 off
- Allergy Partners Management LLC Retirement Savings Plan (NC) 820 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.