401(k) · DOL Form 5500 · 2023

SHOPTIKAL 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
1,020
Participants Near avg headcount
85th
Percentile by assets National rank
$45,071
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shoptikal 401(k) Plan · Sponsored by SHOPTIKAL · Wisconsin · Retail Trade

$46M in assets, 1,020 participants

SHOPTIKAL's Shoptikal 401(k) Plan reported $46M in total assets and 1,020 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,684 in Retail Trade (8,414 peers)

Where Shoptikal 401(k) Plan sits by assets

Shoptikal 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 1,020 participants (~$45,071/participant), up 21.6% in 2023.

#7,684
in Retail Trade (8,414 peers)
+21.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shoptikal 401(k) Plan's outsized position by total assets

Shoptikal 401(k) Plan vs every filed plan by assets

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

$45,972,394 Top 15% higher than 85% 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

Shoptikal 401(k) 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. Shoptikal 401(k) Plan lands in the large band (1,020 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shoptikal 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Shoptikal 401(k) Plan reported participants rose from 820 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.
  • Shoptikal 401(k) Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 834387792 · SHOPTIKAL PY 2023 · 401(k)

Shoptikal 401(k) Plan · $46M · 1,020 · 85th

  • RANK $46M
  • RANK 1,020
  • RANK 85th
  • RANK 401(k)
  • RANK near Hotstart, Inc. 401(k) and Profit Sharing Plan
  • RANK ind #7684

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 Retail Trade retirement plans → · Plans in Wisconsin →

Shoptikal 401(k) Plan in the asset neighbourhood

Hotstart, Inc. 401(k) and Profit Sharing PlanHotstart, Inc. 401(k) and Pr…$46MHiggs, Fletcher & Mack 401(k) Profit Sharing PlanHiggs, Fletcher & Mack 401(k…$46MSpurs Sports & Entertainment 401(k) PlanSpurs Sports & Entertainment…$46MShoptikal 401(k) Plan$46MHorizon Global 401(k) Plan$46M
End-of-year total assets ($M) among Shoptikal 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN834387792
Plan Effective Date2019-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (SHOPTIKAL)

Sponsor-wide plan assets over time

All SHOPTIKAL plans reported in each filing year

Latest sponsor-wide plan assets
$49M 30.017576123867713% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.8M $49.2M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 820 $38M
2023 1 1,020 $46M
2024 1 917 $49M

Nearby 401(k) Plans in Wisconsin

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

Shoptikal 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Shoptikal 401(k) Plan, Total assets ($B): 0.045972394 · Participants: 1020Shoptikal 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Shoptikal 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Shoptikal 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Hotstart, Inc. 401(k) and Profit Sharing Plan in WA ($46M); by covered participants it is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,020 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 Shoptikal 401(k) Plan assets move in 2023? ▼
Shoptikal 401(k) Plan grew sharply - up 21.6% during 2023, from $38M to $46M. Reported net income was $8M.
How have SHOPTIKAL plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SHOPTIKAL's sponsor-wide assets grew 30.0%, from $38M to $49M.
Where does Shoptikal 401(k) Plan rank by assets among Form 5500 filers? ▼
Shoptikal 401(k) Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shoptikal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hotstart, Inc. 401(k) and Profit Sharing Plan in WA ($46M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Shoptikal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants, $210M 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 834387792.

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.