Profit Sharing · DOL Form 5500 · 2023

Shah & Associates Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
6
Participants Small participant base
55th
Percentile by assets National rank
$1.4M
Avg per participant High balance/head
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Official DOL plan name: Shah & Associates 401(k) Profit Sharing Plan · Sponsored by Shah & Associates · California · Finance & Insurance

$8M in assets, 6 participants

Shah & Associates's Shah & Associates 401(k) Profit Sharing Plan reported $8M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,509 in Finance & Insurance (8,869 peers)

Shah & Associates multi-year trail

Shah & Associates's plans moved +16.1% in assets from 2022 to 2023; this filing shows Shah & Associates 401(k) Profit Sharing Plan at $8M / 6 participants.

#3,509
in Finance & Insurance (8,869 peers)
+16.1%
assets growth YoY

Shah & Associates 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Shah & Associates 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,332,077 Top 45% higher than 55% 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

Shah & Associates 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. Shah & Associates 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shah & Associates 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Shah & Associates 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.
  • Shah & Associates 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 901033639 · Shah & Associates PY 2023 · Profit Sharing

Shah & Associates 401(k) Profit Sharing Plan · $8M · 6 · 55th

  • PART $8M
  • PART 6
  • PART 55th
  • PART Profit Sharing
  • PART near Golden Arch Development LLC Savings and Profit Sharing Plan
  • PART ind #3509

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 Finance & Insurance retirement plans → · Plans in California →

Shah & Associates 401(k) Profit Sharing Plan in the asset neighbourhood

Fpi Industries Inc Profit Sharing PlanFpi Industries Inc Profit Sh…$8MGolden Arch Development LLC Savings and Profit Sharing PlanGolden Arch Development LLC …$8MW.L. Roenigk Inc. Retirement PlanW.L. Roenigk Inc. Retirement…$8MShah & Associates 401(k) Profit Sharing PlanShah & Associates 401(k) Pro…$8MPlumbers & Pipefitters Local 625 Local PensionPlumbers & Pipefitters Local…$8M
End-of-year total assets ($M) among Shah & Associates 401(k) Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Shah & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Shah & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.09625087259488% vs 2022
2023 filing year
$7M$7.5M$8M$8.5M 20222023 $7.18M $8.33M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 5 $7M
2023 1 6 $8M

Shah & Associates filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN901033639
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Shah & Associates 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Shah & Associates 401(k) Profit Sharing Plan, Total assets ($B): 0.008332077 · Participants: 6Shah & Associates 401(k) Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Shah & Associates 401(k) Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shah & Associates 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shah & Associates 401(k) Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Golden Arch Development LLC Savings and Profit Sharing Plan in PR ($8M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Shah & Associates 401(k) Profit Sharing Plan assets move in 2023? ▼
Shah & Associates 401(k) Profit Sharing Plan grew sharply - up 16.1% during 2023, from $7M to $8M. Reported net income was $1M.
How have Shah & Associates plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shah & Associates's sponsor-wide assets grew 16.1%, from $7M to $8M.
Which Profit Sharing plans are similar in size to Shah & Associates 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Golden Arch Development LLC Savings and Profit Sharing Plan in PR ($8M, 309 participants).
Which Profit Sharing plans cover a similar participant headcount to Shah & Associates 401(k) Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 901033639.

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.