401(k) · DOL Form 5500 · 2023

J. F. Shea Company, Inc. 401(k) Plan

Data updated 2026-08-11

$434M
Total assets
1,978
Participants
97th
Percentile by assets
$219,594
Avg per participant
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Official DOL plan name: J. F. Shea Company, Inc. Retirement Savings Plan · Sponsored by J. F. Shea Company, Inc. · California · Construction

$434M in assets, 1,978 participants

J. F. Shea Company, Inc.'s J. F. Shea Company, Inc. Retirement Savings Plan reported $434M in total assets and 1,978 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 127,072 plans)
  • #8,736 in Construction (9,030 peers)

Coverage in California

J. F. Shea Company, Inc. Retirement Savings Plan covers 1,978 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $434M.

$434M
total plan assets (2023 EOY)
1,978
covered participants
97th
percentile by assets (of 127,072 plans)
$219,594
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • J. F. Shea Company, Inc. Retirement Savings Plan reported net income rose from -$67M in the plan year 2022 filing to $50M in the plan year 2023 filing.
  • J. F. Shea Company, Inc. Retirement Savings Plan end-of-year assets rose from $384M in the plan year 2022 filing to $434M in the plan year 2023 filing.
  • J. F. Shea Company, Inc. Retirement Savings Plan reported participants fell from 2,010 in the plan year 2022 filing to 1,978 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. J. F. Shea Company, Inc. Retirement Savings Plan reports 1,978 participants - 3.1x that state average ($434M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$384M
Net Assets (End of Year)$434M
Net Income$50M
Employer EIN941530032
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (J. F. Shea Company, Inc.)

$350M$400M$450M$500M 202220232024 $384M $483M ▲ +25.7%
Total plan assets by year, all J. F. Shea Company, Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,010 $384M
2023 1 1,978 $434M
2024 1 1,815 $483M

Nearby 401(k) Plans in California

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

J. F. Shea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

J. F. Shea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J. F. Shea Company, …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
J. F. Shea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to J. F. Shea Company, Inc. Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did J. F. Shea Company, Inc. Retirement Savings Plan assets move in 2023?
J. F. Shea Company, Inc. Retirement Savings Plan grew at a solid clip - up 13.1% during 2023, from $384M to $434M. Reported net income was $50M.
How have J. F. Shea Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), J. F. Shea Company, Inc.'s sponsor-wide assets grew 25.7%, from $384M to $483M.
Where does J. F. Shea Company, Inc. Retirement Savings Plan rank by assets among Form 5500 filers?
J. F. Shea Company, Inc. Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to J. F. Shea Company, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Saul Ewing Retirement Plan in PA ($434M, 755 participants).

Next read for J. F. Shea Company, Inc. Retirement Savi…

Filing takeaways

Ways to act on J. F. Shea Company, Inc. Retirement Savings Plan's numbers.

  • By total assets, J. F. Shea Company, Inc. Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • J. F. Shea Company, Inc.'s sponsor-wide assets have grown 25.7% since 2022 across 3 plan years on file. More Construction plans