401(k) · DOL Form 5500 · 2023

Sharel Ventures, L.L.C. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
150
Participants Small participant base
30th
Percentile by assets National rank
$12,775
Avg per participant Low balance/head
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Official DOL plan name: Sharel Ventures, L.L.C. 401(k) Plan · Sponsored by Sharel Ventures, L.L.C. · New York · Food Services & Accommodation

$2M in assets, 150 participants

Sharel Ventures, L.L.C.'s Sharel Ventures, L.L.C. 401(k) Plan reported $2M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,535 in Food Services & Accommodation (3,828 peers)

Coverage in New York

Sharel Ventures, L.L.C. 401(k) Plan covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $2M.

#2,535
in Food Services & Accommodation (3,828 peers)
+8.8%
assets growth YoY

Sharel Ventures, L.L.C. 401(k) Plan among the smaller filed plans by assets

Sharel Ventures, L.L.C. 401(k) Plan vs every filed plan by assets

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

$1,916,263 30th percentile higher than 30% 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

Sharel Ventures, L.L.C. 401(k) 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. Sharel Ventures, L.L.C. 401(k) Plan sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharel Ventures, L.L.C. 401(k) Plan reported net income rose from -$492K in the plan year 2022 filing to $156K in the plan year 2023 filing.
  • Sharel Ventures, L.L.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sharel Ventures, L.L.C. 401(k) Plan reported participants rose from 144 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 161512265 · Sharel Ventures, L.L.C. PY 2023 · 401(k)

Sharel Ventures, L.L.C. 401(k) Plan · $2M · 150 · 30th

  • EIN $2M
  • RANK 150
  • PHOTO 30th
  • IND 401(k)
  • EOY near Fairwave Holdings 401(k) Savings Plan
  • 5500 ind #2535

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 Food Services & Accommodation retirement plans → · Plans in New York →

Sharel Ventures, L.L.C. 401(k) Plan in the asset neighbourhood

Sharel Ventures, L.L.C. 401(k) PlanSharel Ventures, L.L.C. 401(…$2MFairwave Holdings 401(k) Savings PlanFairwave Holdings 401(k) Sav…$2MCatie Food Systems, Inc. Retirement PlanCatie Food Systems, Inc. Ret…$2MFarmers Cooperative Compress Retirement PlanFarmers Cooperative Compress…$2MCherry Painting Company 401(k) Profit Sharing PlanCherry Painting Company 401(…$2M
End-of-year total assets ($M) among Sharel Ventures, L.L.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$156K
Employer EIN161512265
Plan Effective Date2004-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharel Ventures, L.L.C.)

Sponsor-wide plan assets over time

All Sharel Ventures, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 27.515510383040017% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.76M $2.25M ▲ +27.8%
Year Plans Participants Total Assets
2022 1 144 $2M
2023 1 150 $2M
2024 1 194 $2M

Nearby 401(k) Plans in New York

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

Sharel Ventures, L.L.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sharel Ventures, L.L.C. 401(k) Plan, Total assets ($B): 0.001916263 · Participants: 150Sharel Ventures, L.L.C. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Sharel Ventures, L.L.C. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Sharel Ventures, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fairwave Holdings 401(k) Savings Plan in MO ($2M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Sharel Ventures, L.L.C. 401(k) Plan assets move in 2023?
Sharel Ventures, L.L.C. 401(k) Plan grew at a solid clip - up 8.8% during 2023, from $2M to $2M. Reported net income was $156K.
How have Sharel Ventures, L.L.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sharel Ventures, L.L.C.'s sponsor-wide assets grew 27.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Sharel Ventures, L.L.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Fairwave Holdings 401(k) Savings Plan in MO ($2M, 329 participants).
Which 401(k) plans cover a similar participant headcount to Sharel Ventures, L.L.C. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K in assets).