401(k) · DOL Form 5500 · 2022

Shorewest Realtors, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
227
Participants Below avg headcount
83rd
Percentile by assets National rank
$129,096
Avg per participant Near avg balance/head
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Official DOL plan name: Shorewest Realtors, Inc. 401(k) Savings Plan · Sponsored by Shorewest Realtors, Inc. · Wisconsin · Real Estate

$29M in assets, 227 participants

Shorewest Realtors, Inc.'s Shorewest Realtors, Inc. 401(k) Savings Plan reported $29M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,673 in Real Estate (5,057 peers)

Coverage in Wisconsin

Shorewest Realtors, Inc. 401(k) Savings Plan covers 227 participants in Wisconsin, about 40% of the average Wisconsin filer (state average ~563 per filing). Assets: $29M.

#4,673
in Real Estate (5,057 peers)
-20.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shorewest Realtors, Inc. 401(k) Savings Plan's outsized position by total assets

Shorewest Realtors, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$29,304,729 Top 17% higher than 83% 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

Shorewest Realtors, Inc. 401(k) 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. Shorewest Realtors, Inc. 401(k) Savings Plan sits mid-pack in the medium band (227 participants).

Published 5500 schedule card

Filing strip 390804706 · Shorewest Realtors, Inc. PY 2022 · 401(k)

Shorewest Realtors, Inc. 401(k) Savings Plan · $29M · 227 · 83rd

  • 5500 $29M
  • ASSETS 227
  • PCT 83rd
  • EIN 401(k)
  • RANK near Rescar Companies Profit Sharing and 401(k) Plan and Trust
  • PHOTO ind #4673

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 Wisconsin →

Shorewest Realtors, Inc. 401(k) Savings Plan in the asset neighbourhood

Talking Rain 401 (K) Retirement Plan and TrustTalking Rain 401 (K) Retirem…$29MLincoln Surgery Ctr 401(k) PlanLincoln Surgery Ctr 401(k) P…$29MShorewest Realtors, Inc. 401(k) Savings PlanShorewest Realtors, Inc. 401…$29MRescar Companies Profit Sharing and 401(k) Plan and TrustRescar Companies Profit Shar…$29MTecnico Corporation 401(k) PlanTecnico Corporation 401(k) P…$29M
End-of-year total assets ($M) among Shorewest Realtors, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$29M
Net Income-$8M
Employer EIN390804706
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorewest Realtors, Inc.)

Sponsor-wide plan assets over time

All Shorewest Realtors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 20.02114744005993% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.3M $35.2M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 227 $29M
2023 1 193 $31M
2024 1 171 $35M

Nearby 401(k) Plans in Wisconsin

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

Shorewest Realtors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Shorewest Realtors, Inc. 401(k) Savings Plan, Total assets ($B): 0.029304729 · Participants: 227Shorewest Realtors, Inc. 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Shorewest Realtors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Shorewest Realtors, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Shorewest Realtors, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Rescar Companies Profit Sharing and 401(k) Plan and Trust in IL ($29M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Shorewest Realtors, Inc. 401(k) Savings Plan assets move in 2022? ▼
Shorewest Realtors, Inc. 401(k) Savings Plan declined sharply - down 20.4% during 2022, from $37M to $29M. Reported net income was -$8M.
How have Shorewest Realtors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorewest Realtors, Inc.'s sponsor-wide assets grew 20.0%, from $29M to $35M.
Where does Shorewest Realtors, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shorewest Realtors, Inc. 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shorewest Realtors, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rescar Companies Profit Sharing and 401(k) Plan and Trust in IL ($29M, 433 participants).
Which 401(k) plans cover a similar participant headcount to Shorewest Realtors, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 390804706.

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.