401(k) · DOL Form 5500 · 2023

Shortform Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
1
Participants Small participant base
46th
Percentile by assets National rank
$5.5M
Avg per participant High balance/head
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Official DOL plan name: Shortform Inc. Retirement Plan · Sponsored by Shortform Inc. · Illinois · Information & Media

$5M in assets, 1 participants

Shortform Inc.'s Shortform Inc. Retirement Plan reported $5M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #848 in Information & Media (2,818 peers)

Shortform Inc. multi-year trail

Shortform Inc.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Shortform Inc. Retirement Plan at $5M / 1 participant.

#848
in Information & Media (2,818 peers)
+11.4%
assets growth YoY

Shortform Inc. Retirement Plan's mid-pack asset rank among Information & Media and all filers

Shortform Inc. Retirement Plan vs every filed plan by assets

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

$5,487,558 46th percentile higher than 46% of 127,068 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 2023

Shortform Inc. Retirement 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. Shortform Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shortform Inc. Retirement Plan reported net income rose from -$131K in the plan year 2022 filing to $563K in the plan year 2023 filing.
  • Shortform Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 834381477 · Shortform Inc. PY 2023 · 401(k)

Shortform Inc. Retirement Plan · $5M · 1 · 46th

  • IND $5M
  • EOY 1
  • 5500 46th
  • ASSETS 401(k)
  • PCT near Lifemine Therapeutics 401(k) Plan
  • EIN ind #848

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 Information & Media retirement plans → · Plans in Illinois →

Shortform Inc. Retirement Plan in the asset neighbourhood

Shortform Inc. Retirement PlanShortform Inc. Retirement Pl…$5MLifemine Therapeutics 401(k) PlanLifemine Therapeutics 401(k)…$5MChild & Family Center 401(k) Retirement PlanChild & Family Center 401(k)…$5MSycamore Services 401(k) Plan$5MJagoe Homes, Inc. 401(k) Plan$5M
End-of-year total assets ($M) among Shortform Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shortform Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shortform Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 23.644282150208216% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $4.92M $6.09M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 1 $5M
2023 1 1 $5M
2024 1 1 $6M

Shortform Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$563K
Employer EIN834381477
Plan Effective Date2019-09-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Shortform Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Shortform Inc. Retirement Plan, Total assets ($B): 0.005487558 · Participants: 1Shortform Inc. Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Shortform Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Lifemine Therapeutics 401(k) Plan in MA ($5M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

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 did Shortform Inc. Retirement Plan assets move in 2023?
Shortform Inc. Retirement Plan grew at a solid clip - up 11.4% during 2023, from $5M to $5M. Reported net income was $563K.
How have Shortform Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shortform Inc.'s sponsor-wide assets grew 23.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Shortform Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Lifemine Therapeutics 401(k) Plan in MA ($5M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Shortform Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 in assets).