Profit Sharing · DOL Form 5500 · 2023
Shea Placement, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $130K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $130,000
- Avg per participant Near avg balance/head
Official DOL plan name: Shea Placement, Inc. Retirement Plan · Sponsored by Shea Placement, Inc. · Wisconsin · Healthcare & Social Assistance
$130K in assets, 1 participants
Shea Placement, Inc.'s Shea Placement, Inc. Retirement Plan reported $130K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #954 in Healthcare & Social Assistance (17,684 peers)
Shea Placement, Inc. multi-year trail
Shea Placement, Inc.'s plans moved -69.2% in assets from 2023 to 2024; this filing shows Shea Placement, Inc. Retirement Plan at $130K / 1 participant.
- #954
- in Healthcare & Social Assistance (17,684 peers)
- $130K
- reported net income
Shea Placement, Inc. Retirement Plan among the smaller filed plans by assets
Shea Placement, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,000 8th percentile higher than 8% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shea Placement, Inc. Retirement 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. Shea Placement, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 923489111 · Shea Placement, Inc. PY 2023 · Profit Sharing
Shea Placement, Inc. Retirement Plan · $130K · 1 · 8th
- NET $130K
- NET 1
- NET 8th
- NET Profit Sharing
- NET near M & M Tire Service Corporation Retirement Plan
- NET ind #954
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Shea Placement, Inc. Retirement Plan in the asset neighbourhood
Shea Placement, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shea Placement, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40K 69.23076923076923% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $130K |
| 2024 | 1 | 1 | $40K |
Shea Placement, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $130K |
| Net Income | $130K |
| Employer EIN | 923489111 |
| Plan Effective Date | 2023-04-24 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Aspirus, Inc. Retirement Plan $795M · 10,161
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
Shea Placement, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is M & M Tire Service Corporation Retirement Plan in FL ($130K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.