401(k) · DOL Form 5500 · 2023

Shorenstein Realty Services, L.P. 401(k) Plan

Data updated 2026-08-11

$130M
Total assets: 241
Participants: 93rd
Percentile by assets: $538,752
Avg per participant

Official DOL plan name: The Shorenstein 401(k) Tax Sheltered Savings Plan · Sponsored by Shorenstein Realty Services, L.P. · California · Real Estate

$130M in assets, 241 participants

Shorenstein Realty Services, L.P.'s The Shorenstein 401(k) Tax Sheltered Savings Plan reported $130M in total assets and 241 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

93rd percentile by assets (of 127,072 plans)
#4,641 in Real Estate (4,727 peers)

Coverage in California

The Shorenstein 401(k) Tax Sheltered Savings Plan covers 241 participants in California, about 38% of the average California filer (state average ~630 per filing). Assets: $130M.

$130M
total plan assets (2023 EOY): 241
covered participants: 93rd
percentile by assets (of 127,072 plans): $538,752
avg assets per participant

The Shorenstein 401(k) Tax Sheltered Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $17M in the plan year 2023 filing.
The Shorenstein 401(k) Tax Sheltered Savings Plan end-of-year assets rose from $113M in the plan year 2022 filing to $130M in the plan year 2023 filing.
The Shorenstein 401(k) Tax Sheltered Savings Plan reported participants fell from 250 in the plan year 2022 filing to 241 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Real Estate

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. The Shorenstein 401(k) Tax Sheltered Savings Plan reports 241 participants - about 38% of that state average ($130M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$113M
Net Assets (End of Year)	$130M
Net Income	$17M
Employer EIN	943286598
Plan Effective Date	1987-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shorenstein Realty Services, L.P.)

Total plan assets by year, all Shorenstein Realty Services, L.P. plans on file

Year	Plans	Participants	Total Assets
2022	1	250	$113M
2023	1	241	$130M
2024	1	233	$135M

Nearby 401(k) Plans in California

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

The Shorenstein 401(k) Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare The Shorenstein 401(k) Tax Sheltered Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Shorenstein 401(k) Tax Sheltered Savings Plan by total assets, not by location.

Myers Industries, Inc. Profit Sharing and 401(k) Plan (OH) $130M · 2,047
Vcna 401(k) Profit Sharing Plan (IL) $130M · 734
Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan (NY) $130M · 267
Rooney Holdings, Inc. 401(k) Savings Plan (OK) $130M · 1,403

Frequently Asked Questions

How did The Shorenstein 401(k) Tax Sheltered Savings Plan assets move in 2023? ▼

The Shorenstein 401(k) Tax Sheltered Savings Plan grew at a solid clip - up 14.7% during 2023, from $113M to $130M. Reported net income was $17M.

How have Shorenstein Realty Services, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shorenstein Realty Services, L.P.'s sponsor-wide assets grew 19.1%, from $113M to $135M.

Where does The Shorenstein 401(k) Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼

The Shorenstein 401(k) Tax Sheltered Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Myers Industries, Inc. Profit Sharing and 401(k) Plan in OH ($130M, 2,047 participants).

Next read for The Shorenstein 401(k) Tax Sheltered Sav…

Filing takeaways

Ways to act on The Shorenstein 401(k) Tax Sheltered Savings Plan's numbers.

By total assets, The Shorenstein 401(k) Tax Sheltered Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Shorenstein Realty Services, L.P.'s sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Real Estate plans

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 943286598.