Profit Sharing · DOL Form 5500 · 2022
Shah & Associates Profit Sharing Plan
Data updated 2026-08-11
- $7M
- Total assets
- 5
- Participants
- 58th
- Percentile by assets
- $1.4M
- Avg per participant
Official DOL plan name: Shah & Associates 401(k) Profit Sharing Plan · Sponsored by Shah & Associates · California · Finance & Insurance
$7M in assets, 5 participants
Shah & Associates's Shah & Associates 401(k) Profit Sharing Plan reported $7M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 139,126 plans)
- #3,850 in Finance & Insurance (9,261 peers)
Shah & Associates multi-year trail
Shah & Associates's plans moved +16.1% in assets from 2022 to 2023; this filing shows Shah & Associates 401(k) Profit Sharing Plan at $7M / 5 participants.
- $7M
- total plan assets (2022 EOY)
- 5
- covered participants
- 58th
- percentile by assets (of 139,126 plans)
- $1.4M
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shah & Associates across 2 plan years on file
Across the 2 plan years Shah & Associates has on file (2022-2023), sponsor-wide plan assets have moved from $7M to $8M, a gain of 16.1%, while reported participants moved from 5 to 6 (+20.0%).
Shah & Associates multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $7M |
| 2023 | 1 | 6 | $8M |
Shah & Associates filing trail (2022)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 901033639 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in California
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Shah & Associates 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
- Intel Retirement Contribution Plan $6.9B · 22,216
- Scpmg Keogh Plan $5.6B · 9,727
- Motion Picture Industry Individual Account Plan $5.6B · 67,173
- Memorialcare Retirement Plan $1.2B · 5,104
- Cedars-Sinai Health System Defined Contribution Retirement Plan $797M · 11,344
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Shah & Associates 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Shah & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
How have Shah & Associates plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Shah & Associates 401(k) Profit Sharing Plan? ▼
Next read for Shah & Associates 401(k) Profit Sharing …
Multi-year trail
Ways to act on Shah & Associates 401(k) Profit Sharing Plan's numbers.
- By total assets, Shah & Associates 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in California. Compare plans
- Shah & Associates's sponsor-wide assets have grown 16.1% since 2022 across 2 plan years on file. More Finance & Insurance plans