401(k) · DOL Form 5500 · 2022
Steven E. Shulem 401(k) Plan
Data updated 2026-08-25
- $823K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $164,539
- Avg per participant Above avg balance/head
Official DOL plan name: Strictly Vacations 401(k) Profit Sharing Plan · Sponsored by Steven E. Shulem · Texas · Other Services
$823K in assets, 5 participants
Steven E. Shulem's Strictly Vacations 401(k) Profit Sharing Plan reported $823K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,884 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Strictly Vacations 401(k) Profit Sharing Plan ranks #3,884 of 8,398 2022 filers by assets (2440% of the sector average)-$823K for 5 participants.
- #3,884
- in Other Services (8,398 peers)
- -5.6%
- assets change YoY
The plan reported a net loss of $49K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Strictly Vacations 401(k) Profit Sharing Plan among the smaller filed plans by assets
Strictly Vacations 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$822,695 23rd percentile higher than 23% 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
Strictly Vacations 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. Strictly Vacations 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.
Published 5500 schedule card
Filing strip 930964091 · Steven E. Shulem PY 2022 · 401(k)
Strictly Vacations 401(k) Profit Sharing Plan · $823K · 5 · 23rd
- VS-ST $823K
- BOY 5
- SCH 23rd
- EBSA 401(k)
- PART near Tectonics Industries, LLC 401(k) & Profit Sharing Plan
- TYPE ind #3884
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 Other Services retirement plans → · Plans in Texas →
Strictly Vacations 401(k) Profit Sharing Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $872K |
|---|---|
| Net Assets (End of Year) | $823K |
| Net Income | -$49K |
| Employer EIN | 930964091 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Strictly Vacations 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Tectonics Industries, LLC 401(k) & Profit Sharing Plan in MI ($823K); by covered participants it is Pintail Firearms Group, Inc. 401(k) Profit Sharing Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($823K here).
- Tectonics Industries, LLC 401(k) & Profit Sharing Plan (MI) $823K · 107
- Port Jeff Cpje Profit Sharing Plan (NY) $823K · 3
- Real Estate Publishing 401(k) Trust (MN) $823K · 15
- L.F. Group Inc. 401(k) Plan (TN) $822K · 11
Similar participant headcount
Nearest other-state filings by covered participants (5 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.