401(k) · DOL Form 5500 · 2023

Grant Shenon, Aplc 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
15
Participants Small participant base
46th
Percentile by assets National rank
$366,978
Avg per participant High balance/head
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Official DOL plan name: Grant Shenon, Aplc 401(k) Profit Sharing Plan · Sponsored by Grant Shenon, Aplc · California · Professional & Technical Services

$6M in assets, 15 participants

Grant Shenon, Aplc's Grant Shenon, Aplc 401(k) Profit Sharing Plan reported $6M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,977 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Grant Shenon, Aplc 401(k) Profit Sharing Plan holds $6M for 15 participants - about $366,978 per participant, in the lower half of filed plans by assets.

#8,977
in Professional & Technical Services (20,321 peers)
-2.3%
assets change YoY

The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grant Shenon, Aplc 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grant Shenon, Aplc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,504,666 46th percentile higher than 46% 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

Grant Shenon, Aplc 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grant Shenon, Aplc 401(k) Profit Sharing Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grant Shenon, Aplc 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$127K in the plan year 2023 filing.
  • Grant Shenon, Aplc 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953637457 · Grant Shenon, Aplc PY 2023 · 401(k)

Grant Shenon, Aplc 401(k) Profit Sharing Plan · $6M · 15 · 46th

  • TYPE $6M
  • NET 15
  • BOOK 46th
  • VS-ST 401(k)
  • BOY near Barker, Castro & Steinback LLC 401(k) Plan and Trust
  • SCH ind #8977

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 Professional & Technical Services retirement plans → · Plans in California →

Grant Shenon, Aplc 401(k) Profit Sharing Plan in the asset neighbourhood

Als Profit Sharing 401(k) PlanAls Profit Sharing 401(k) Pl…$6MChildren's Center of Monmouth County, Inc. 401(k) PlanChildren's Center of Monmout…$6MGrant Shenon, Aplc 401(k) Profit Sharing PlanGrant Shenon, Aplc 401(k) Pr…$6MBarker, Castro & Steinback LLC 401(k) Plan and TrustBarker, Castro & Steinback L…$6MManor Motorcar Company 401(k) PlanManor Motorcar Company 401(k…$6M
End-of-year total assets ($M) among Grant Shenon, Aplc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$127K
Employer EIN953637457
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Grant Shenon, Aplc)

Sponsor-wide plan assets over time

All Grant Shenon, Aplc plans reported in each filing year

Latest sponsor-wide plan assets
$6M 7.409322569778813% vs 2022
2024 filing year
$5.4M$5.6M$5.8M$6M$6.2M 202220232024 $5.63M $6.05M ▲ +7.5%
Year Plans Participants Total Assets
2022 1 15 $6M
2023 1 15 $6M
2024 1 17 $6M

Nearby 401(k) Plans in California

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

Grant Shenon, Aplc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Grant Shenon, Aplc 401(k) Profit Sharing Plan, Total assets ($B): 0.005504666 · Participants: 15Grant Shenon, Aplc 401(k) Profit Sharing 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
Grant Shenon, Aplc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Grant Shenon, Aplc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Grant Shenon, Aplc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Barker, Castro & Steinback LLC 401(k) Plan and Trust in IL ($6M); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Grant Shenon, Aplc 401(k) Profit Sharing Plan assets move in 2023? ▼
Grant Shenon, Aplc 401(k) Profit Sharing Plan edged down modestly - down 2.3% during 2023, from $6M to $6M. Reported net income was -$127K.
How have Grant Shenon, Aplc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grant Shenon, Aplc's sponsor-wide assets grew 7.4%, from $6M to $6M.
Which 401(k) plans are similar in size to Grant Shenon, Aplc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barker, Castro & Steinback LLC 401(k) Plan and Trust in IL ($6M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Grant Shenon, Aplc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 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 953637457.

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.