401(k) · DOL Form 5500 · 2023

Shared Operating Services LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
342
Participants Below avg headcount
57th
Percentile by assets National rank
$26,649
Avg per participant Low balance/head
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Official DOL plan name: Shared Operating Services 401(k) Plan · Sponsored by Shared Operating Services LLC · Connecticut · Food Services & Accommodation

$9M in assets, 342 participants

Shared Operating Services LLC's Shared Operating Services 401(k) Plan reported $9M in total assets and 342 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,264 in Food Services & Accommodation (3,828 peers)

Coverage in Connecticut

Shared Operating Services 401(k) Plan covers 342 participants in Connecticut, about 48% of the average Connecticut filer (state average ~718 per filing). Assets: $9M.

#3,264
in Food Services & Accommodation (3,828 peers)
+18.5%
assets growth YoY

Shared Operating Services 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Shared Operating Services 401(k) Plan vs every filed plan by assets

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

$9,114,042 Top 43% higher than 57% 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

Shared Operating Services 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. Shared Operating Services 401(k) Plan sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shared Operating Services 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Shared Operating Services 401(k) Plan reported participants rose from 258 in the plan year 2022 filing to 342 in the plan year 2023 filing.
  • Shared Operating Services 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030378861 · Shared Operating Services LLC PY 2023 · 401(k)

Shared Operating Services 401(k) Plan · $9M · 342 · 57th

  • IND $9M
  • IND 342
  • IND 57th
  • IND 401(k)
  • IND near Natural Beauty Growers, LLC Retirement Savings Plan
  • IND ind #3264

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 Connecticut →

Shared Operating Services 401(k) Plan in the asset neighbourhood

Valimet, Inc. 401(k) Profit Sharing PlanValimet, Inc. 401(k) Profit …$9MShared Operating Services 401(k) PlanShared Operating Services 40…$9MNatural Beauty Growers, LLC Retirement Savings PlanNatural Beauty Growers, LLC …$9MFrit, Inc & Affiliated Companies Employee Savings PlanFrit, Inc & Affiliated Compa…$9MBh Inc 401(k) Plan$9M
End-of-year total assets ($M) among Shared Operating Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN030378861
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Operating Services LLC)

Sponsor-wide plan assets over time

All Shared Operating Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 51.26753124015405% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.69M $11.6M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 258 $8M
2023 1 342 $9M
2024 1 275 $12M

Nearby 401(k) Plans in Connecticut

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

Shared Operating Services 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shared Operating Services 401(k) Plan, Total assets ($B): 0.009114042 · Participants: 342Shared Operating Services 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Shared Operating Services 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Shared Operating Services 401(k) Plan side-by-side with 3 peers →

Shared Operating Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Natural Beauty Growers, LLC Retirement Savings Plan in WI ($9M); by covered participants it is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Shared Operating Services 401(k) Plan assets move in 2023? ▼
Shared Operating Services 401(k) Plan grew sharply - up 18.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Shared Operating Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shared Operating Services LLC's sponsor-wide assets grew 51.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Shared Operating Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Natural Beauty Growers, LLC Retirement Savings Plan in WI ($9M, 207 participants).
Which 401(k) plans cover a similar participant headcount to Shared Operating Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan for Employees of Enmrsh, Inc. in NM (342 participants, $4M 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 030378861.

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.