401(k) · DOL Form 5500 · 2023

Sh Group, Inc. 401(k) Plan

Data updated 2026-08-11

$125M
Total assets
466
Participants
93rd
Percentile by assets
$267,922
Avg per participant
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Official DOL plan name: Sh Group, Inc. Profit Sharing and 401(k) Plan · Sponsored by Sh Group, Inc. · New York · Professional & Technical Services

$125M in assets, 466 participants

Sh Group, Inc.'s Sh Group, Inc. Profit Sharing and 401(k) Plan reported $125M in total assets and 466 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,067 in Professional & Technical Services (20,321 peers)

Where Sh Group, Inc. Profit Sharing and 401(k) Plan sits by assets

Sh Group, Inc. Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $125M for 466 participants (~$267,922/participant), up 17.1% in 2023.

$125M
total plan assets (2023 EOY)
466
covered participants
93rd
percentile by assets (of 127,072 plans)
$267,922
avg assets per participant

Where Sh Group, Inc. Profit Sharing and 401(k) Plan sits by total assets

Sh Group, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$124,851,832 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sh Group, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Sh Group, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $107M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Sh Group, Inc. Profit Sharing and 401(k) Plan reported participants rose from 422 in the plan year 2022 filing to 466 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Professional & Technical Services

Sh Group, Inc. Profit Sharing and 401(k) Plan vs the 2023 asset distribution

By assets, Sh Group, Inc. Profit Sharing and 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$125M
Net Income$18M
Employer EIN421687433
Plan Effective Date1988-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sh Group, Inc.)

$100M$120M$140M$160M 202220232024 $107M $141M ▲ +32.0%
Total plan assets by year, all Sh Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 422 $107M
2023 1 466 $125M
2024 1 436 $141M

Nearby 401(k) Plans in New York

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

Sh Group, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sh Group, Inc. Profi…, Total assets ($B): 0.124851832 · Participants: 466Sh Group, Inc. Profi…IBM 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…, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings …The Goldman Sachs 40…, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 40…
Sh Group, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sh Group, Inc. Profit Sharing and 401(k)… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Sh Group, Inc. Profit Sharing and 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Sh Group, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Sh Group, Inc. Profit Sharing and 401(k) Plan grew sharply - up 17.1% during 2023, from $107M to $125M. Reported net income was $18M.
How have Sh Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sh Group, Inc.'s sponsor-wide assets grew 32.0%, from $107M to $141M.
Where does Sh Group, Inc. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Sh Group, Inc. Profit Sharing and 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Sh Group, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthopaedic Solutions Management 401(k) Plan in FL ($125M, 1,279 participants).

Next read for Sh Group, Inc. Profit Sharing and 401(k)…

Scale reading

Ways to act on Sh Group, Inc. Profit Sharing and 401(k) Plan's numbers.

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 421687433.

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.