401(k) · DOL Form 5500 · 2022
Shari's Management Corporation 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 2,450
- Participants Above avg headcount
- 69th
- Percentile by assets National rank
- $4,985
- Avg per participant Low balance/head
Official DOL plan name: Shari's Management 401(k) Retirement Plan · Sponsored by Shari's Management Corporation · Oregon · Food Services & Accommodation
$12M in assets, 2,450 participants
Shari's Management Corporation's Shari's Management 401(k) Retirement Plan reported $12M in total assets and 2,450 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,193 in Food Services & Accommodation (4,592 peers)
Coverage in Oregon
Shari's Management 401(k) Retirement Plan covers 2,450 participants in Oregon, 5.5x the typical Oregon plan (state average ~443 per filing). Assets: $12M.
- #4,193
- in Food Services & Accommodation (4,592 peers)
- -23.3%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shari's Management 401(k) Retirement Plan's outsized position by total assets
Shari's Management 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,212,780 Top 31% higher than 69% 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
Shari's Management 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shari's Management 401(k) Retirement Plan lands in the large band (2,450 participants).
EBSA filing schedule strip
Filing strip 931263136 · Shari's Management Corporation PY 2022 · 401(k)
Shari's Management 401(k) Retirement Plan · $12M · 2,450 · 69th
- SCH $12M
- EBSA 2,450
- PART 69th
- TYPE 401(k)
- NET near 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn.
- BOOK ind #4193
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 Oregon →
Shari's Management 401(k) Retirement Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$4M |
| Employer EIN | 931263136 |
| Plan Effective Date | 1987-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
Shari's Management 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Family Service Assn. of Greater Fall River, Inc. Dba Family Service Assn. in MA ($12M); by covered participants it is Social Finance, Inc. 401(k) Plan in CA (2,450 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,450 participants); asset peers above are excluded.
- Social Finance, Inc. 401(k) Plan (CA) 2,450 · 0 off
- Alaska Airlines Inc Alaskasaver Plan (WA) 2,449 · 1 off
- Deli Management, Inc. Savings and Incentive Retirement Plan (TX) 2,449 · 1 off
- La Michoacana Meat Market 401(k) Plan (TX) 2,451 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.