401(k) · DOL Form 5500 · 2022

Shapell Investment Properties in 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
138
Participants Small participant base
85th
Percentile by assets National rank
$265,661
Avg per participant High balance/head
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Official DOL plan name: Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan · Sponsored by Shapell Investment Properties in · California · Construction

$37M in assets, 138 participants

Shapell Investment Properties in's Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #8,307 in Construction (9,927 peers)

Coverage in California

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan covers 138 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $37M.

#8,307
in Construction (9,927 peers)
-18.7%
assets change YoY
0.4×
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.

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,661,191 Top 15% higher than 85% 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

Shapell Investment Properties, Inc. 401(k) Profit Sharing 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. Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (138 participants).

Form 5500 schedule snapshot

Filing strip 800958642 · Shapell Investment Properties in PY 2022 · 401(k)

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan · $37M · 138 · 85th

  • PCT $37M
  • EIN 138
  • RANK 85th
  • PHOTO 401(k)
  • IND near Midcap Financial Services, LLC 401(k) Plan
  • EOY ind #8307

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 Construction retirement plans → · Plans in California →

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shapell Investment Properties, Inc. 401(k) Profit Sharing PlanShapell Investment Propertie…$37MMidcap Financial Services, LLC 401(k) PlanMidcap Financial Services, L…$37MSagitec Retirement Savings PlanSagitec Retirement Savings P…$37MRenaissance Lakewood, LLC. 401(k) PlanRenaissance Lakewood, LLC. 4…$37MYonkers Contracting Company, Inc. Profit Sharing and Incentive Savings PlanYonkers Contracting Company,…$37M
End-of-year total assets ($M) among Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$37M
Net Income-$8M
Employer EIN800958642
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shapell Investment Properties in)

Sponsor-wide plan assets over time

All Shapell Investment Properties in plans reported in each filing year

Latest sponsor-wide plan assets
$42M 15.41435737862417% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $36.7M $42.3M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 138 $37M
2023 1 144 $37M
2024 1 160 $42M

Nearby 401(k) Plans in California

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

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.036661191 · Participants: 138Shapell Investment Properties, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Midcap Financial Services, LLC 401(k) Plan in MD ($37M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan declined sharply - down 18.7% during 2022, from $45M to $37M. Reported net income was -$8M.
How have Shapell Investment Properties in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shapell Investment Properties in's sponsor-wide assets grew 15.4%, from $37M to $42M.
Where does Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan ranks in the 85th 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 Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midcap Financial Services, LLC 401(k) Plan in MD ($37M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 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 800958642.

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.