401(k) · DOL Form 5500 · 2022
Shorelight, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 240
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $60,228
- Avg per participant Low balance/head
Official DOL plan name: Shorelight Retirement Plan · Sponsored by Shorelight, LLC · Massachusetts · Educational Services
$14M in assets, 240 participants
Shorelight, LLC's Shorelight Retirement Plan reported $14M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,186 in Educational Services (4,024 peers)
Coverage in Massachusetts
Shorelight Retirement Plan covers 240 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $14M.
- #2,186
- in Educational Services (4,024 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shorelight Retirement Plan's outsized position by total assets
Shorelight Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,454,625 Top 28% higher than 72% 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
Shorelight Retirement 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. Shorelight Retirement Plan sits mid-pack in the medium band (240 participants).
EBSA filing schedule strip
Filing strip 462010227 · Shorelight, LLC PY 2022 · 401(k)
Shorelight Retirement Plan · $14M · 240 · 72nd
- IND $14M
- IND 240
- IND 72nd
- IND 401(k)
- IND near Universal Photonics Inc 401(k) Profit Sharing Plan & Trust
- IND ind #2186
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 Educational Services retirement plans → · Plans in Massachusetts →
Shorelight Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$163K |
| Employer EIN | 462010227 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shorelight, LLC)
Sponsor-wide plan assets over time
All Shorelight, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 57.177318678277715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $14M |
| 2023 | 1 | 228 | $18M |
| 2024 | 1 | 231 | $23M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Shorelight Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Universal Photonics Inc 401(k) Profit Sharing Plan & Trust in NY ($14M); by covered participants it is Spinnaker 401(k) Plan in OH (240 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- Spinnaker 401(k) Plan (OH) 240 · 0 off
- Quest Global 401(k) Retirement Plan (GA) 240 · 0 off
- Nuclear Management Company, LLC Nmc Savings and Retirement Plan (MN) 240 · 0 off
- Florida Digestive Health Specialists, LLP Employees Savings Trust (FL) 240 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.