401(k) · DOL Form 5500 · 2023

Shorepoint, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 90
Participants Small participant base: 39th
Percentile by assets National rank: $41,936
Avg per participant Low balance/head

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Official DOL plan name: Shorepoint, Inc. 401(k) Plan · Sponsored by Shorepoint, Inc. · Virginia · Professional & Technical Services

$4M in assets, 90 participants

Shorepoint, Inc.'s Shorepoint, Inc. 401(k) Plan reported $4M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#7,421 in Professional & Technical Services (20,321 peers)

Shorepoint, Inc. multi-year trail

Shorepoint, Inc.'s plans moved +63.2% in assets from 2023 to 2024; this filing shows Shorepoint, Inc. 401(k) Plan at $4M / 90 participants.

#7,421
in Professional & Technical Services (20,321 peers): +67.5%
assets growth YoY

Shorepoint, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$3,774,227 39th percentile higher than 39% 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

Shorepoint, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shorepoint, Inc. 401(k) Plan is a small filing (90 participants) on this national headcount ladder.

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%)

Form 5500 schedule snapshot

Filing strip 821689821 · Shorepoint, Inc. PY 2023 · 401(k)

Shorepoint, Inc. 401(k) Plan · $4M · 90 · 39th

VS-ST $4M
VS-ST 90
VS-ST 39th
VS-ST 401(k)
VS-ST near Iaffaldano, Shaw & Young LLP 401(k) Plan
VS-ST ind #7421

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 Professional & Technical Services retirement plans → · Plans in Virginia →

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

Shorepoint, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $6M 63.197682598317485% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	90	$4M
2024	1	123	$6M

Shorepoint, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$2M
Employer EIN	821689821
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Shorepoint, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $36.2B · 97,987
401(k) Pension Plan $15.0B · 62,467
General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
Leidos, Inc. Retirement Plan $10.6B · 27,043
Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681

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

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

Outside Virginia, the nearest 401(k) by assets is Iaffaldano, Shaw & Young LLP 401(k) Plan in CA ($4M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Iaffaldano, Shaw & Young LLP 401(k) Plan (CA) $4M · 11
Collis Group, Inc. Retirement Plan (RI) $4M · 9
Cooperativa De Ahorro Y Credito De Lares 1165(e) Salary Deferrral Retirement Plan (PR) $4M · 60
Q-Matic Corporation 401(k) Profit Sharing Plan (GA) $4M · 49

Similar participant headcount

Nearest other-state filings by covered participants (90 participants); asset peers above are excluded.

International Marine Products Retirement Plan (CA) 90 · 0 off
Co-Op 401(k) Plan (WA) 90 · 0 off
Prism Hospitality LP 401(k) Plan (TX) 90 · 0 off
East Coast Mechanical Inc (FL) 90 · 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 did Shorepoint, Inc. 401(k) Plan assets move in 2023? ▼

Shorepoint, Inc. 401(k) Plan surged - up 67.5% during 2023, from $2M to $4M. Reported net income was $2M.

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

Across 2 plan years on file (2023-2024), Shorepoint, Inc.'s sponsor-wide assets grew 63.2%, from $4M to $6M.

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

Among 401(k) plans in other states, the closest by assets is Iaffaldano, Shaw & Young LLP 401(k) Plan in CA ($4M, 11 participants).

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

Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 participants, $3M 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 821689821.