401(k)
2022 plan-year 401(k) DOL Form 5500

Shorts Travel Management, Inc. 401(k) Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Shorts Travel Management, Inc · Iowa · Administrative & Support Services

What the 2023 filing shows

Shorts Travel Management, Inc. 401(k) Retirement Plan holds $8M for 81 participants — about $96,006 per participant, down 14.8% over the 2022 plan year.

$8M
total plan assets (2022 EOY)
81
covered participants
$96,006
avg assets per participant
-14.8%
assets change YoY

The plan reported a net loss of $1M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$8M
Participants
81
State
Industry
Administrative & Support Services

What the Filing Says About Shorts Travel Management, Inc. 401(k) Retirement Plan

Shorts Travel Management, Inc. 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Shorts Travel Management, Inc, headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 81 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 420810650, and the plan has been effective since 1993-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2022 to $8M at year-end — a decline of 14.8%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-1,345,440 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$-1,345,440
Plan Type401(k)
Employer EIN420810650
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorts Travel Management, Inc)

Year Plans Participants Total Assets
2022 1 81 $8M
2023 1 96 $9M
2024 1 118 $9M

Nearby 401(k) Plans in Iowa

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Frequently Asked Questions

How much money is in the Shorts Travel Management, Inc. 401(k) Retirement Plan?
As of the 2022 Form 5500 filing, Shorts Travel Management, Inc. 401(k) Retirement Plan holds $8M in total assets with 81 participants. It is sponsored by Shorts Travel Management, Inc.
What type of plan is Shorts Travel Management, Inc. 401(k) Retirement Plan?
Shorts Travel Management, Inc. 401(k) Retirement Plan is a 401(k) plan. It has been effective since 1993-01-01. The plan is filed with the U.S. Department of Labor under EIN 420810650.
Who sponsors the Shorts Travel Management, Inc. 401(k) Retirement Plan?
Shorts Travel Management, Inc. 401(k) Retirement Plan is sponsored by Shorts Travel Management, Inc, located in Iowa. The sponsor's EIN is 420810650 and the plan operates in the Administrative & Support Services industry.
How did Shorts Travel Management, Inc. 401(k) Retirement Plan perform in 2022?
Shorts Travel Management, Inc. 401(k) Retirement Plan declined by 14.8% during 2022, moving from $9M to $8M in total assets. Net income was $-1,345,440.
Where can I find official filings for Shorts Travel Management, Inc. 401(k) Retirement Plan?
Official Form 5500 filings for Shorts Travel Management, Inc. 401(k) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 420810650 or plan name at efast.dol.gov.
How does Shorts Travel Management, Inc. 401(k) Retirement Plan compare to other plans?
You can compare Shorts Travel Management, Inc. 401(k) Retirement Plan against other 401(k) plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 420810650.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.