401(k) · DOL Form 5500 · 2022

Rita Shaw Broker & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$866K
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$288,709
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Rita Shaw & Associates 401(k) Profit Sharing Plan · Sponsored by Rita Shaw Broker & Associates, Inc. · California · Real Estate

$866K in assets, 3 participants

Rita Shaw Broker & Associates, Inc.'s Rita Shaw & Associates 401(k) Profit Sharing Plan reported $866K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,999 in Real Estate (5,057 peers)

What the 2022 filing shows

Rita Shaw & Associates 401(k) Profit Sharing Plan holds $866K for 3 participants - about $288,709 per participant, among the smaller plans by assets on file.

#1,999
in Real Estate (5,057 peers)
-7.1%
assets change YoY

The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rita Shaw & Associates 401(k) Profit Sharing Plan among the smaller filed plans by assets

Rita Shaw & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$866,126 24th percentile higher than 24% 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

Rita Shaw & 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. Rita Shaw & Associates 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 464559896 · Rita Shaw Broker & Associates, Inc. PY 2022 · 401(k)

Rita Shaw & Associates 401(k) Profit Sharing Plan · $866K · 3 · 24th

  • BOY $866K
  • SCH 3
  • EBSA 24th
  • PART 401(k)
  • TYPE near C Richard Dickinson & Co 401(k) Plan
  • NET ind #1999

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 California →

Rita Shaw & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Rita Shaw & Associates 401(k) Profit Sharing PlanRita Shaw & Associates 401(k…$866KC Richard Dickinson & Co 401(k) PlanC Richard Dickinson & Co 401…$866KJohn S. Greco, Jr., M.D., P.a. Profit Sharing PlanJohn S. Greco, Jr., M.D., P.…$866KAsos US, Inc. 401(k) Profit Sharing PlanAsos US, Inc. 401(k) Profit …$866KRudy's Barbershop 401(k) Plan$866K
End-of-year total assets ($M) among Rita Shaw & Associates 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$932K
Net Assets (End of Year)$866K
Net Income-$66K
Employer EIN464559896
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rita Shaw & Associates 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 ($B) Participants Rita Shaw & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.000866126 · Participants: 3Rita Shaw & Associates 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
Rita Shaw & Associates 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rita Shaw & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rita Shaw & Associates 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 C Richard Dickinson & Co 401(k) Plan in NV ($866K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($866K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Rita Shaw & Associates 401(k) Profit Sharing Plan assets move in 2022? ▼
Rita Shaw & Associates 401(k) Profit Sharing Plan pulled back noticeably - down 7.1% during 2022, from $932K to $866K. Reported net income was -$66K.
Where does Rita Shaw & Associates 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rita Shaw & Associates 401(k) Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rita Shaw & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C Richard Dickinson & Co 401(k) Plan in NV ($866K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Rita Shaw & Associates 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 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 464559896.

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.