401(k) · DOL Form 5500 · 2023
Shorelight, LLC 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 228
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $79,150
- Avg per participant Below avg balance/head
Official DOL plan name: Shorelight Retirement Plan · Sponsored by Shorelight, LLC · Massachusetts · Educational Services
$18M in assets, 228 participants
Shorelight, LLC's Shorelight Retirement Plan reported $18M in total assets and 228 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #1,994 in Educational Services (3,735 peers)
Coverage in Massachusetts
Shorelight Retirement Plan covers 228 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.
- #1,994
- in Educational Services (3,735 peers)
- +24.8%
- assets growth YoY
Shorelight Retirement Plan's outsized position by total assets
Shorelight Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,046,287 Top 29% higher than 71% 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
Shorelight Retirement 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. Shorelight Retirement Plan sits mid-pack in the medium band (228 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shorelight Retirement Plan reported net income rose from -$163K in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Shorelight Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Shorelight Retirement Plan reported participants fell from 240 in the plan year 2022 filing to 228 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 462010227 · Shorelight, LLC PY 2023 · 401(k)
Shorelight Retirement Plan · $18M · 228 · 71st
- PART $18M
- TYPE 228
- NET 71st
- BOOK 401(k)
- VS-ST near Pohanka of Salisbury, Inc. 401(k) Plan
- BOY ind #1994
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 Educational Services retirement plans → · Plans in Massachusetts →
Shorelight Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $4M |
| Employer EIN | 462010227 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shorelight, LLC)
Sponsor-wide plan assets over time
All Shorelight, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 57.177318678277715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $14M |
| 2023 | 1 | 228 | $18M |
| 2024 | 1 | 231 | $23M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Shorelight Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Pohanka of Salisbury, Inc. 401(k) Plan in VA ($18M); by covered participants it is Cam Properties 401(k) Plan in AZ (228 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Pohanka of Salisbury, Inc. 401(k) Plan (VA) $18M · 505
- Perfecto Industries, Inc. Profit Sharing Plan (MI) $18M · 101
- Heritage Financial Group, Inc. 401(k) Plan and Trust (IN) $18M · 96
- Nava 401(k) Plan (DC) $18M · 217
Similar participant headcount
Nearest other-state filings by covered participants (228 participants); asset peers above are excluded.
- Cam Properties 401(k) Plan (AZ) 228 · 0 off
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust (NY) 228 · 0 off
- Spectrum Industries, Inc. 401(k) Savings Plan (MI) 228 · 0 off
- Avenir Global US Retirement Plan (MN) 228 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.