401(k) · DOL Form 5500 · 2023

The Shubert Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
308
Participants Below avg headcount
89th
Percentile by assets National rank
$230,859
Avg per participant Above avg balance/head
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Official DOL plan name: Shubert 401(k) Savings Plan · Sponsored by The Shubert Organization, Inc. · New York · Real Estate

$71M in assets, 308 participants

The Shubert Organization, Inc.'s Shubert 401(k) Savings Plan reported $71M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,553 in Real Estate (4,727 peers)

Coverage in New York

Shubert 401(k) Savings Plan covers 308 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $71M.

#4,553
in Real Estate (4,727 peers)
+19.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

Shubert 401(k) Savings Plan vs every filed plan by assets

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

$71,104,526 Top 11% higher than 89% 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

Shubert 401(k) Savings 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. Shubert 401(k) Savings Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shubert 401(k) Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Shubert 401(k) Savings Plan reported participants rose from 228 in the plan year 2022 filing to 308 in the plan year 2023 filing.
  • Shubert 401(k) Savings Plan end-of-year assets rose from $60M in the plan year 2022 filing to $71M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132751366 · The Shubert Organization, Inc. PY 2023 · 401(k)

Shubert 401(k) Savings Plan · $71M · 308 · 89th

  • EBSA $71M
  • EBSA 308
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Little Diversified Architectural Consulting, Inc. Profit Sharing and Retirement Savings Plan
  • EBSA ind #4553

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 Real Estate retirement plans → · Plans in New York →

Shubert 401(k) Savings Plan in the asset neighbourhood

Johnson Electric 401(k) Retirement Savings PlanJohnson Electric 401(k) Reti…$71MLittle Diversified Architectural Consulting, Inc. Profit Sharing and Retirement Savings PlanLittle Diversified Architect…$71MShubert 401(k) Savings Plan$71MFowler Packing Company Retirement PlanFowler Packing Company Retir…$71MNorma Group USA Retirement Savings PlanNorma Group USA Retirement S…$71M
End-of-year total assets ($M) among Shubert 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$71M
Net Income$12M
Employer EIN132751366
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shubert Organization, Inc.)

Sponsor-wide plan assets over time

All The Shubert Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 60.836507445216206% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $208M $81.4M ▼ -60.8%
Year Plans Participants Total Assets
2022 2 374 $208M
2023 2 461 $253M
2024 1 317 $81M

Nearby 401(k) Plans in New York

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

Shubert 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shubert 401(k) Savings Plan, Total assets ($B): 0.071104526 · Participants: 308Shubert 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Shubert 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shubert 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Little Diversified Architectural Consulting, Inc. Profit Sharing and Retirement Savings Plan in NC ($71M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Shubert 401(k) Savings Plan assets move in 2023? ▼
Shubert 401(k) Savings Plan grew sharply - up 19.4% during 2023, from $60M to $71M. Reported net income was $12M.
How have The Shubert Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shubert Organization, Inc.'s sponsor-wide assets declined 60.8%, from $208M to $81M.
Where does Shubert 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shubert 401(k) Savings Plan ranks in the 89th 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 Shubert 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Little Diversified Architectural Consulting, Inc. Profit Sharing and Retirement Savings Plan in NC ($71M, 403 participants).
Which 401(k) plans cover a similar participant headcount to Shubert 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 participants, N/A 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 132751366.

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.