401(k) · DOL Form 5500 · 2023
Shoreline Residential Partners Inc. 401(k) Plan
Data updated 2026-08-25
- $691K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $691,021
- Avg per participant High balance/head
Official DOL plan name: Shoreline 401(k) Trust · Sponsored by Shoreline Residential Partners Inc. · Florida · Real Estate
$691K in assets, 1 participants
Shoreline Residential Partners Inc.'s Shoreline 401(k) Trust reported $691K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 21st 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.
- #1,700 in Real Estate (4,727 peers)
Shoreline Residential Partners Inc. multi-year trail
Shoreline Residential Partners Inc.'s plans moved -25.0% in assets from 2022 to 2024; this filing shows Shoreline 401(k) Trust at $691K / 1 participant.
- #1,700
- in Real Estate (4,727 peers)
- -28.0%
- assets change YoY
The plan reported a net loss of $269K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shoreline 401(k) Trust among the smaller filed plans by assets
Shoreline 401(k) Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$691,021 21st percentile higher than 21% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shoreline 401(k) Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shoreline 401(k) Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shoreline 401(k) Trust reported net income fell from -$30K in the plan year 2022 filing to -$269K in the plan year 2023 filing.
- Shoreline 401(k) Trust end-of-year assets fell from $960K in the plan year 2022 filing to $691K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 831492483 · Shoreline Residential Partners Inc. PY 2023 · 401(k)
Shoreline 401(k) Trust · $691K · 1 · 21st
- VS-ST $691K
- BOY 1
- SCH 21st
- EBSA 401(k)
- PART near Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust
- TYPE ind #1700
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 Florida →
Shoreline 401(k) Trust in the asset neighbourhood
Shoreline Residential Partners Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shoreline Residential Partners Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $720K 24.990885283743722% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $960K |
| 2023 | 1 | 1 | $691K |
| 2024 | 1 | 1 | $720K |
Shoreline Residential Partners Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $960K |
|---|---|
| Net Assets (End of Year) | $691K |
| Net Income | -$269K |
| Employer EIN | 831492483 |
| Plan Effective Date | 2018-08-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Shoreline 401(k) Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Journey Via Gurney LLC 401(k) Profit Sharing Plan and Trust in CA ($691K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($691K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.