401(k) · DOL Form 5500 · 2023

Shorelark, Inc. 401(k) Plan

Data updated 2026-08-25

$26
Total assets Small plan by assets: 2
Participants Small participant base: 0th
Percentile by assets National rank: $13
Avg per participant Low balance/head

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Official DOL plan name: Shorelark, Inc. 401(k) Profit Sharing Plan · Sponsored by Shorelark, Inc. · Texas · Real Estate

$26 in assets, 2 participants

Shorelark, Inc.'s Shorelark, Inc. 401(k) Profit Sharing Plan reported $26 in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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.

#8 in Real Estate (4,727 peers)

Shorelark, Inc. multi-year trail

Shorelark, Inc.'s plans moved +12.2% in assets from 2022 to 2024; this filing shows Shorelark, Inc. 401(k) Profit Sharing Plan at $26 / 2 participants.

#8
in Real Estate (4,727 peers): $26
reported net income

Shorelark, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Shorelark, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$26 0th percentile higher than 0% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Shorelark, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shorelark, Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Shorelark, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $263K in the plan year 2022 filing to $26 in the plan year 2023 filing.
Shorelark, Inc. 401(k) Profit Sharing Plan reported net income fell from $263K in the plan year 2022 filing to $26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 853711378 · Shorelark, Inc. PY 2023 · 401(k)

Shorelark, Inc. 401(k) Profit Sharing Plan · $26 · 2 · 0th

SCH $26
SCH 2
SCH 0th
SCH 401(k)
SCH near New Kapital Inc 401(k) Profit Sharing Plan & Trust
SCH ind #8

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Shorelark, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shorelark, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $296K 12.211691083213719% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$263K
2023	2	5	$402K
2024	1	2	$296K

Shorelark, Inc. filing trail (2023)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$26
Net Income	$26
Employer EIN	853711378
Plan Effective Date	2020-11-09
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shorelark, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Shorelark, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is New Kapital Inc 401(k) Profit Sharing Plan & Trust in FL ($26); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26 here).

New Kapital Inc 401(k) Profit Sharing Plan & Trust (FL) $26 · N/A
Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) $27 · 2
Moyer Storage, Inc. 401(k) Profit Sharing Plan (PA) $25 · 1
Ijc Systems, Inc. 401(k) Plan (MD) $29 · 1

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Shorelark, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shorelark, Inc.'s sponsor-wide assets grew 12.2%, from $263K to $296K.

Where does Shorelark, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Shorelark, Inc. 401(k) Profit Sharing Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Shorelark, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is New Kapital Inc 401(k) Profit Sharing Plan & Trust in FL ($26, N/A participants).

Which 401(k) plans cover a similar participant headcount to Shorelark, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853711378.