401(k) · DOL Form 5500 · 2022

The Shubert Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
228
Participants Below avg headcount
89th
Percentile by assets National rank
$261,162
Avg per participant Above avg balance/head
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Official DOL plan name: Shubert 401(k) Savings Plan · Sponsored by The Shubert Organization, Inc. · New York · Real Estate

$60M in assets, 228 participants

The Shubert Organization, Inc.'s Shubert 401(k) Savings Plan reported $60M in total assets and 228 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,883 in Real Estate (5,057 peers)

Coverage in New York

Shubert 401(k) Savings Plan covers 228 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $60M.

#4,883
in Real Estate (5,057 peers)
-18.0%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shubert 401(k) Savings Plan's outsized position by total assets

Shubert 401(k) Savings Plan vs every filed plan by assets

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

$59,544,975 Top 11% higher than 89% 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

Shubert 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. Shubert 401(k) Savings Plan sits mid-pack in the medium band (228 participants).

DOL schedule card

Filing strip 132751366 · The Shubert Organization, Inc. PY 2022 · 401(k)

Shubert 401(k) Savings Plan · $60M · 228 · 89th

  • PHOTO $60M
  • IND 228
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Vera Bradley Designs, Inc. Profit Sharing 401(k) Plan
  • PCT ind #4883

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 New York →

Shubert 401(k) Savings Plan in the asset neighbourhood

Vera Bradley Designs, Inc. Profit Sharing 401(k) PlanVera Bradley Designs, Inc. P…$60MIlc Dover 401(k) Savings and Investment PlanIlc Dover 401(k) Savings and…$60MBowles Rice 401(k) Profit Sharing PlanBowles Rice 401(k) Profit Sh…$60MShubert 401(k) Savings Plan$60MImmi Holdings, Inc. 401(k) PlanImmi Holdings, Inc. 401(k) P…$60M
End-of-year total assets ($M) among Shubert 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$60M
Net Income-$13M
Employer EIN132751366
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shubert Organization, Inc.)

Sponsor-wide plan assets over time

All The Shubert Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 60.836507445216206% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $208M $81.4M ▼ -60.8%
Year Plans Participants Total Assets
2022 2 374 $208M
2023 2 461 $253M
2024 1 317 $81M

Nearby 401(k) Plans in New York

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

Shubert 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shubert 401(k) Savings Plan, Total assets ($B): 0.059544975 · Participants: 228Shubert 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Shubert 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shubert 401(k) Savings Plan side-by-side with 3 peers →

Shubert 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Vera Bradley Designs, Inc. Profit Sharing 401(k) Plan in IN ($60M); by covered participants it is Jsi Store Fixtures Employee Savings Plan in ME (228 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (228 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 Shubert 401(k) Savings Plan assets move in 2022? ▼
Shubert 401(k) Savings Plan declined sharply - down 18.0% during 2022, from $73M to $60M. Reported net income was -$13M.
How have The Shubert Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shubert Organization, Inc.'s sponsor-wide assets declined 60.8%, from $208M to $81M.
Where does Shubert 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shubert 401(k) Savings Plan ranks in the 89th 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 Shubert 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vera Bradley Designs, Inc. Profit Sharing 401(k) Plan in IN ($60M, 1,108 participants).
Which 401(k) plans cover a similar participant headcount to Shubert 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jsi Store Fixtures Employee Savings Plan in ME (228 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 132751366.

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.