401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$130M
Total assets Near avg plan size
241
Participants Below avg headcount
93rd
Percentile by assets National rank
$538,752
Avg per participant High balance/head
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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.

  • #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.

#4,641
in Real Estate (4,727 peers)
+14.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

The Shorenstein 401(k) Tax Sheltered Savings Plan's outsized position by total assets

The Shorenstein 401(k) Tax Sheltered Savings Plan vs every filed plan by assets

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

$129,839,214 Top 7% higher than 93% 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

The Shorenstein 401(k) Tax Sheltered Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shorenstein 401(k) Tax Sheltered Savings Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

DOL schedule card

Filing strip 943286598 · Shorenstein Realty Services, L.P. PY 2023 · 401(k)

The Shorenstein 401(k) Tax Sheltered Savings Plan · $130M · 241 · 93rd

  • TYPE $130M
  • TYPE 241
  • TYPE 93rd
  • TYPE 401(k)
  • TYPE near Myers Industries, Inc. Profit Sharing and 401(k) Plan
  • TYPE ind #4641

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 California →

The Shorenstein 401(k) Tax Sheltered Savings Plan in the asset neighbourhood

Rooney Holdings, Inc. 401(k) Savings PlanRooney Holdings, Inc. 401(k)…$130MManning & Napier Advisors, LLC 401(k) and Profit Sharing PlanManning & Napier Advisors, L…$130MVcna 401(k) Profit Sharing PlanVcna 401(k) Profit Sharing P…$130MMyers Industries, Inc. Profit Sharing and 401(k) PlanMyers Industries, Inc. Profi…$130MThe Shorenstein 401(k) Tax Sheltered Savings PlanThe Shorenstein 401(k) Tax S…$130M
End-of-year total assets ($M) among The Shorenstein 401(k) Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$130M
Net Income$17M
Employer EIN943286598
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Shorenstein Realty Services, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$135M 19.137310097439865% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $113M $135M ▲ +19.1%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Shorenstein 401(k) Tax Sheltered Savings Plan, Total assets ($B): 0.129839214 · Participants: 241The Shorenstein 401(k) Tax Sheltered Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Shorenstein 401(k) Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Shorenstein 401(k) Tax Sheltered Savings Plan side-by-side with 3 peers →

The Shorenstein 401(k) Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Myers Industries, Inc. Profit Sharing and 401(k) Plan in OH ($130M); by covered participants it is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 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).
Which 401(k) plans cover a similar participant headcount to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tango Card Inc 401(k) Profit Sharing Plan and Trust in WA (241 participants, $19M 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 943286598.

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.