401(k) · DOL Form 5500 · 2022
Shared Operating Services LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 258
- Participants Below avg headcount
- 59th
- Percentile by assets National rank
- $29,808
- Avg per participant Low balance/head
Official DOL plan name: Shared Operating Services 401(k) Plan · Sponsored by Shared Operating Services LLC · New York · Food Services & Accommodation
$8M in assets, 258 participants
Shared Operating Services LLC's Shared Operating Services 401(k) Plan reported $8M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #3,998 in Food Services & Accommodation (4,592 peers)
Coverage in New York
Shared Operating Services 401(k) Plan covers 258 participants in New York, about 32% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #3,998
- in Food Services & Accommodation (4,592 peers)
- -18.7%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shared Operating Services 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers
Shared Operating Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,690,343 Top 41% higher than 59% 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
Shared Operating Services 401(k) 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. Shared Operating Services 401(k) Plan sits mid-pack in the medium band (258 participants).
EBSA filing schedule strip
Filing strip 030378861 · Shared Operating Services LLC PY 2022 · 401(k)
Shared Operating Services 401(k) Plan · $8M · 258 · 59th
- ASSETS $8M
- PCT 258
- EIN 59th
- RANK 401(k)
- PHOTO near Dover Motorsports, LLC Savings and Investment Plan
- IND ind #3998
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 Food Services & Accommodation retirement plans → · Plans in New York →
Shared Operating Services 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 030378861 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shared Operating Services LLC)
Sponsor-wide plan assets over time
All Shared Operating Services LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 51.26753124015405% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 258 | $8M |
| 2023 | 1 | 342 | $9M |
| 2024 | 1 | 275 | $12M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Shared Operating Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Dover Motorsports, LLC Savings and Investment Plan in DE ($8M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (258 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.