Profit Sharing · DOL Form 5500 · 2022
Shah & Associates Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
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.
- #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.
- #3,850
- in Finance & Insurance (9,261 peers)
- -22.5%
- assets change YoY
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 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Shah & Associates 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,176,870 Top 42% higher than 58% 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
Shah & Associates 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shah & Associates 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 901033639 · Shah & Associates PY 2022 · Profit Sharing
Shah & Associates 401(k) Profit Sharing Plan · $7M · 5 · 58th
- ASSETS $7M
- PCT 5
- EIN 58th
- RANK Profit Sharing
- PHOTO near Patriot Erectors, LLC Retirement Savings Plan
- IND ind #3850
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 Finance & Insurance retirement plans → · Plans in California →
Shah & Associates 401(k) Profit Sharing Plan in the asset neighbourhood
Shah & Associates multi-year asset trail
Sponsor-wide plan assets over time
All Shah & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 16.09625087259488% vs 2022
- 2023 filing year
| 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.
- 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
Shah & Associates 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside California, the nearest Profit Sharing by assets is Patriot Erectors, LLC Retirement Savings Plan in TX ($7M); by covered participants it is Summit Equity Group Lashes, Inc. Retirement Plan in FL (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Summit Equity Group Lashes, Inc. Retirement Plan (FL) 5 · 0 off
- Unit Design Inc Ps (LA) 5 · 0 off
- Kull N Claude Fleet Services, Inc. Profit Sharing Plan (MN) 5 · 0 off
- Nomax Inc. Retirement Plan (LA) 5 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.