401(k) · DOL Form 5500 · 2023

Shorewest Realtors, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
193
Participants Below avg headcount
80th
Percentile by assets National rank
$163,185
Avg per participant Above avg balance/head
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Official DOL plan name: Shorewest Realtors, Inc. 401(k) Savings Plan · Sponsored by Shorewest Realtors, Inc. · Wisconsin · Real Estate

$31M in assets, 193 participants

Shorewest Realtors, Inc.'s Shorewest Realtors, Inc. 401(k) Savings Plan reported $31M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,314 in Real Estate (4,727 peers)

Coverage in Wisconsin

Shorewest Realtors, Inc. 401(k) Savings Plan covers 193 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $31M.

#4,314
in Real Estate (4,727 peers)
+7.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shorewest Realtors, Inc. 401(k) Savings Plan's outsized position by total assets

Shorewest Realtors, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$31,494,638 Top 20% higher than 80% 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

Shorewest Realtors, Inc. 401(k) 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. Shorewest Realtors, Inc. 401(k) Savings Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shorewest Realtors, Inc. 401(k) Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shorewest Realtors, Inc. 401(k) Savings Plan reported participants fell from 227 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • Shorewest Realtors, Inc. 401(k) Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390804706 · Shorewest Realtors, Inc. PY 2023 · 401(k)

Shorewest Realtors, Inc. 401(k) Savings Plan · $31M · 193 · 80th

  • PART $31M
  • TYPE 193
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Lemaitre Vascular, Inc. 401(k) Plan
  • BOY ind #4314

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 Wisconsin →

Shorewest Realtors, Inc. 401(k) Savings Plan in the asset neighbourhood

Lemaitre Vascular, Inc. 401(k) PlanLemaitre Vascular, Inc. 401(…$31MTechnoserve, Inc. 401(k) Plan$31MShorewest Realtors, Inc. 401(k) Savings PlanShorewest Realtors, Inc. 401…$31MRumbleon 401(k) Plan$31MGrant Industries 401(k) Plan$31M
End-of-year total assets ($M) among Shorewest Realtors, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$31M
Net Income$2M
Employer EIN390804706
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorewest Realtors, Inc.)

Sponsor-wide plan assets over time

All Shorewest Realtors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 20.02114744005993% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.3M $35.2M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 227 $29M
2023 1 193 $31M
2024 1 171 $35M

Nearby 401(k) Plans in Wisconsin

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

Shorewest Realtors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Shorewest Realtors, Inc. 401(k) Savings Plan, Total assets ($B): 0.031494638 · Participants: 193Shorewest Realtors, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Shorewest Realtors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Shorewest Realtors, Inc. 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Lemaitre Vascular, Inc. 401(k) Plan in MA ($31M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (193 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 Shorewest Realtors, Inc. 401(k) Savings Plan assets move in 2023? ▼
Shorewest Realtors, Inc. 401(k) Savings Plan grew at a solid clip - up 7.5% during 2023, from $29M to $31M. Reported net income was $2M.
How have Shorewest Realtors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorewest Realtors, Inc.'s sponsor-wide assets grew 20.0%, from $29M to $35M.
Where does Shorewest Realtors, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shorewest Realtors, Inc. 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shorewest Realtors, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lemaitre Vascular, Inc. 401(k) Plan in MA ($31M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Shorewest Realtors, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M 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 390804706.

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.