401(k) · DOL Form 5500 · 2023

Shields Family Investments Inc. 401(k) Plan

Data updated 2026-08-25

$101
Total assets Small plan by assets
2
Participants Small participant base
0th
Percentile by assets National rank
$51
Avg per participant Low balance/head
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Official DOL plan name: Shields Family Investments Inc. 401(k) Profit Sharing Plan · Sponsored by Shields Family Investments Inc. · Texas · Administrative & Support Services

$101 in assets, 2 participants

Shields Family Investments Inc.'s Shields Family Investments Inc. 401(k) Profit Sharing Plan reported $101 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.

  • #19 in Administrative & Support Services (4,372 peers)

Shields Family Investments Inc. multi-year trail

Shields Family Investments Inc.'s plans moved -99.4% in assets from 2022 to 2023; this filing shows Shields Family Investments Inc. 401(k) Profit Sharing Plan at $101 / 2 participants.

#19
in Administrative & Support Services (4,372 peers)
-99.4%
assets change YoY

The plan reported a net loss of $16K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shields Family Investments Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Shields Family Investments Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$101 0th percentile higher than 0% 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

Shields Family Investments 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. Shields Family Investments Inc. 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shields Family Investments Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $17K in the plan year 2022 filing to $101 in the plan year 2023 filing.
  • Shields Family Investments Inc. 401(k) Profit Sharing Plan reported net income rose from -$49K in the plan year 2022 filing to -$16K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 871668246 · Shields Family Investments Inc. PY 2023 · 401(k)

Shields Family Investments Inc. 401(k) Profit Sharing Plan · $101 · 2 · 0th

  • EOY $101
  • 5500 2
  • ASSETS 0th
  • PCT 401(k)
  • EIN near Bendixen Holdings Inc. 401(k) Profit Sharing Plan
  • RANK ind #19

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 Administrative & Support Services retirement plans → · Plans in Texas →

Shields Family Investments Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shields Family Investments Inc. 401(k) Profit Sharing PlanShields Family Investments I…$101Bendixen Holdings Inc. 401(k) Profit Sharing PlanBendixen Holdings Inc. 401(k…$101Docworking Inc. 401(k) Plan$101Phd Holding Inc 401(k) Plan$101Chk Capital Inc. 401(k) Profit Sharing PlanChk Capital Inc. 401(k) Prof…$101
End-of-year total assets ($M) among Shields Family Investments Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shields Family Investments Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shields Family Investments Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101 99.38787878787879% vs 2022
2023 filing year
$0M$0.01M$0.02M$0.03M 20222023 $0.02M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 2 $17K
2023 2 4 $101

Shields Family Investments Inc. filing trail (2023)

Total Assets (Beginning of Year)$17K
Net Assets (End of Year)$101
Net Income-$16K
Employer EIN871668246
Plan Effective Date2021-07-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shields Family Investments Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shields Family Investments Inc. 401(k) Profit Sharing Plan, Total assets ($B): 1.01e-7 · Participants: 2Shields Family Investments Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Shields Family Investments Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shields Family Investments Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shields Family Investments 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 Bendixen Holdings Inc. 401(k) Profit Sharing Plan in NJ ($101); 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 ($101 here).

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); 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 Shields Family Investments Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Shields Family Investments Inc. 401(k) Profit Sharing Plan contracted severely - down 99.4% during 2023, from $17K to $101. Reported net income was -$16K.
How have Shields Family Investments Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shields Family Investments Inc.'s sponsor-wide assets declined 99.4%, from $17K to $101.
Where does Shields Family Investments Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shields Family Investments 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 Shields Family Investments Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bendixen Holdings Inc. 401(k) Profit Sharing Plan in NJ ($101, 2 participants).
Which 401(k) plans cover a similar participant headcount to Shields Family Investments 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 871668246.

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.