401(k) · DOL Form 5500 · 2022

Shift Technologies, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
403
Participants Below avg headcount
47th
Percentile by assets National rank
$10,575
Avg per participant Low balance/head
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Official DOL plan name: Carlotz, Inc. 401(k) Plan · Sponsored by Shift Technologies, Inc. · California · Retail Trade

$4M in assets, 403 participants

Shift Technologies, Inc.'s Carlotz, Inc. 401(k) Plan reported $4M in total assets and 403 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,405 in Retail Trade (9,519 peers)

2022 asset change

Carlotz, Inc. 401(k) Plan surged 39.1% in 2022 ($3M → $4M) for 403 participants.

#5,405
in Retail Trade (9,519 peers)
+39.1%
assets growth YoY

Carlotz, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Carlotz, Inc. 401(k) Plan vs every filed plan by assets

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

$4,261,892 47th percentile higher than 47% 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

Carlotz, Inc. 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. Carlotz, Inc. 401(k) Plan sits mid-pack in the medium band (403 participants).

DOL schedule card

Filing strip 450701034 · Shift Technologies, Inc. PY 2022 · 401(k)

Carlotz, Inc. 401(k) Plan · $4M · 403 · 47th

  • EIN $4M
  • EIN 403
  • EIN 47th
  • EIN 401(k)
  • EIN near Timberidge Holding Company 401(k) Plan
  • EIN ind #5405

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 →

Carlotz, Inc. 401(k) Plan in the asset neighbourhood

Carlotz, Inc. 401(k) Plan$4MTimberidge Holding Company 401(k) PlanTimberidge Holding Company 4…$4MSpectral Instruments, Inc. 401(k) PlanSpectral Instruments, Inc. 4…$4MJenkins Memorial Children's Center, Jenkins Industries, Inc., & Jenkins Housing Employee RetirementJenkins Memorial Children's …$4MLevel Ex, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Carlotz, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN450701034
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Carlotz, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Carlotz, Inc. 401(k) Plan, Total assets ($B): 0.004261892 · Participants: 403Carlotz, Inc. 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
Carlotz, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Carlotz, Inc. 401(k) Plan side-by-side with 3 peers →

Carlotz, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Timberidge Holding Company 401(k) Plan in OH ($4M); by covered participants it is America's First Federal Credit Union Retirement Savings Plan in AL (403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Carlotz, Inc. 401(k) Plan assets move in 2022? ▼
Carlotz, Inc. 401(k) Plan surged - up 39.1% during 2022, from $3M to $4M. Reported net income was $1M.
Which 401(k) plans are similar in size to Carlotz, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Timberidge Holding Company 401(k) Plan in OH ($4M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Carlotz, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is America's First Federal Credit Union Retirement Savings Plan in AL (403 participants, $38M 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 450701034.

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.