401(k) · DOL Form 5500 · 2022

Sharif Financial Corporation 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
43rd
Percentile by assets National rank
$98,958
Avg per participant Below avg balance/head
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Official DOL plan name: Sharif Financial Corporation Safe Harbor 401(k) Plan · Sponsored by Sharif Financial Corporation · California · Retail Trade

$3M in assets, 35 participants

Sharif Financial Corporation's Sharif Financial Corporation Safe Harbor 401(k) Plan reported $3M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #5,000 in Retail Trade (9,519 peers)

2022 asset change

Sharif Financial Corporation Safe Harbor 401(k) Plan grew at a solid clip 10.8% in 2022 ($3M → $3M) for 35 participants.

#5,000
in Retail Trade (9,519 peers)
+10.8%
assets growth YoY

Sharif Financial Corporation Safe Harbor 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sharif Financial Corporation Safe Harbor 401(k) Plan vs every filed plan by assets

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

$3,463,534 43rd percentile higher than 43% 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

Sharif Financial Corporation Safe Harbor 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharif Financial Corporation Safe Harbor 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 680351407 · Sharif Financial Corporation PY 2022 · 401(k)

Sharif Financial Corporation Safe Harbor 401(k) Plan · $3M · 35 · 43rd

  • EIN $3M
  • EIN 35
  • EIN 43rd
  • EIN 401(k)
  • EIN near The Nottingham Company 401(k) Profit Sharing Plan & Trust
  • EIN ind #5000

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 Retail Trade retirement plans → · Plans in California →

Sharif Financial Corporation Safe Harbor 401(k) Plan in the asset neighbourhood

Sharif Financial Corporation Safe Harbor 401(k) PlanSharif Financial Corporation…$3MThe Nottingham Company 401(k) Profit Sharing Plan & TrustThe Nottingham Company 401(k…$3MQuorum Analytics 401(k) Plan$3MMcleod and Ruffner Profit Sharing PlanMcleod and Ruffner Profit Sh…$3MAlick's 401(k) Plan$3M
End-of-year total assets ($M) among Sharif Financial Corporation Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sharif Financial Corporation years around the 2022 move

Sponsor-wide plan assets over time

All Sharif Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.595902335591335% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.46M $3.17M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 32 $4M
2024 1 28 $3M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$337K
Employer EIN680351407
Plan Effective Date2009-09-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sharif Financial Corporation Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sharif Financial Corporation Safe Harbor 401(k) Plan, Total assets ($B): 0.003463534 · Participants: 35Sharif Financial Corporation Safe Harbor 401(k) 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
Sharif Financial Corporation Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharif Financial Corporation Safe Harbor 401(k) Plan side-by-side with 3 peers →

Sharif Financial Corporation Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Nottingham Company 401(k) Profit Sharing Plan & Trust in NC ($3M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Sharif Financial Corporation Safe Harbor 401(k) Plan assets move in 2022? ▼
Sharif Financial Corporation Safe Harbor 401(k) Plan grew at a solid clip - up 10.8% during 2022, from $3M to $3M. Reported net income was $337K.
How have Sharif Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharif Financial Corporation's sponsor-wide assets declined 8.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Sharif Financial Corporation Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Nottingham Company 401(k) Profit Sharing Plan & Trust in NC ($3M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Sharif Financial Corporation Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M 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 680351407.

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.