401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$434M
Total assets Above avg plan size
1,978
Participants Near avg headcount
97th
Percentile by assets National rank
$219,594
Avg per participant Above avg balance/head
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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.

  • #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.

#8,736
in Construction (9,030 peers)
+13.1%
assets growth YoY
4.4×
vs typical plan assets (national mean)

J. F. Shea Company, Inc. Retirement Savings Plan's outsized position by total assets

J. F. Shea Company, Inc. Retirement Savings Plan vs every filed plan by assets

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

$434,357,902 Top 3% higher than 97% 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

J. F. Shea Company, Inc. Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. J. F. Shea Company, Inc. Retirement Savings Plan lands in the large band (1,978 participants).

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 →

Form 5500 schedule snapshot

Filing strip 941530032 · J. F. Shea Company, Inc. PY 2023 · 401(k)

J. F. Shea Company, Inc. Retirement Savings Plan · $434M · 1,978 · 97th

  • EBSA $434M
  • EBSA 1,978
  • EBSA 97th
  • EBSA 401(k)
  • EBSA near Saul Ewing Retirement Plan
  • EBSA ind #8736

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 Construction retirement plans → · Plans in California →

J. F. Shea Company, Inc. Retirement Savings Plan in the asset neighbourhood

Wex Inc. Employee Savings PlanWex Inc. Employee Savings Pl…$435MAkima, LLC 401(k) Plan$435MJ. F. Shea Company, Inc. Retirement Savings PlanJ. F. Shea Company, Inc. Ret…$434MSaul Ewing Retirement Plan$434MThe B & W Thrift Plan$434M
End-of-year total assets ($M) among J. F. Shea Company, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All J. F. Shea Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$483M 25.668539172478873% vs 2022
2024 filing year
$350M$400M$450M$500M 202220232024 $384M $483M ▲ +25.7%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants J. F. Shea Company, Inc. Retirement Savings Plan, Total assets ($B): 0.434357902 · Participants: 1978J. F. Shea Company, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
J. F. Shea Company, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare J. F. Shea Company, Inc. Retirement Savings Plan side-by-side with 3 peers →

J. F. Shea Company, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Saul Ewing Retirement Plan in PA ($434M); by covered participants it is Epicor Software 401(k) Savings Plan in TX (1,978 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($434M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,978 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 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).
Which 401(k) plans cover a similar participant headcount to J. F. Shea Company, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Epicor Software 401(k) Savings Plan in TX (1,978 participants, $540M 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 941530032.

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.