401(k) · DOL Form 5500 · 2023

Shames-Makovsky Realty Company 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
20
Participants Small participant base
52nd
Percentile by assets National rank
$376,829
Avg per participant High balance/head
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Official DOL plan name: Shames-Makovsky Realty Company Profit Sharing Plan · Sponsored by Shames-Makovsky Realty Company · Colorado · Real Estate

$8M in assets, 20 participants

Shames-Makovsky Realty Company's Shames-Makovsky Realty Company Profit Sharing Plan reported $8M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,351 in Real Estate (4,727 peers)

Shames-Makovsky Realty Company multi-year trail

Shames-Makovsky Realty Company's plans moved +13.9% in assets from 2022 to 2024; this filing shows Shames-Makovsky Realty Company Profit Sharing Plan at $8M / 20 participants.

#3,351
in Real Estate (4,727 peers)
+0.3%
assets growth YoY

Shames-Makovsky Realty Company Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Shames-Makovsky Realty Company Profit Sharing Plan vs every filed plan by assets

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

$7,536,580 Top 48% higher than 52% 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

Shames-Makovsky Realty Company 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. Shames-Makovsky Realty Company Profit Sharing Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shames-Makovsky Realty Company Profit Sharing Plan reported net income fell from $1M in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Shames-Makovsky Realty Company Profit Sharing Plan reported participants rose from 16 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 840863409 · Shames-Makovsky Realty Company PY 2023 · 401(k)

Shames-Makovsky Realty Company Profit Sharing Plan · $8M · 20 · 52nd

  • 5500 $8M
  • 5500 20
  • 5500 52nd
  • 5500 401(k)
  • 5500 near Hartman Newspapers, L.P. 401(k) Profit Sharing Plan
  • 5500 ind #3351

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 Colorado →

Shames-Makovsky Realty Company Profit Sharing Plan in the asset neighbourhood

Shames-Makovsky Realty Company Profit Sharing PlanShames-Makovsky Realty Compa…$8MHartman Newspapers, L.P. 401(k) Profit Sharing PlanHartman Newspapers, L.P. 401…$8MBoardwalk Auto Center, Inc. Profit Sharing 401(k) PlanBoardwalk Auto Center, Inc. …$8MAction Ambulance 401(k) Retirement PlanAction Ambulance 401(k) Reti…$8MKrohmer Plumbing Employee 401(k) PlanKrohmer Plumbing Employee 40…$8M
End-of-year total assets ($M) among Shames-Makovsky Realty Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shames-Makovsky Realty Company multi-year asset trail

Sponsor-wide plan assets over time

All Shames-Makovsky Realty Company plans reported in each filing year

Latest sponsor-wide plan assets
$9M 13.890451790570523% vs 2022
2024 filing year
$7M$7.5M$8M$8.5M$9M 202220232024 $7.51M $8.55M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 16 $8M
2023 1 20 $8M
2024 1 13 $9M

Shames-Makovsky Realty Company filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$6K
Employer EIN840863409
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Shames-Makovsky Realty Company Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Shames-Makovsky Realty Company Profit Sharing Plan, Total assets ($B): 0.00753658 · Participants: 20Shames-Makovsky Realty Company Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Shames-Makovsky Realty Company Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Shames-Makovsky Realty Company Profit Sharing Plan side-by-side with 3 peers →

Shames-Makovsky Realty Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Hartman Newspapers, L.P. 401(k) Profit Sharing Plan in TX ($8M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Shames-Makovsky Realty Company Profit Sharing Plan assets move in 2023? ▼
Shames-Makovsky Realty Company Profit Sharing Plan held essentially flat - up 0.3% during 2023, from $8M to $8M. Reported net income was $6K.
How have Shames-Makovsky Realty Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shames-Makovsky Realty Company's sponsor-wide assets grew 13.9%, from $8M to $9M.
Which 401(k) plans are similar in size to Shames-Makovsky Realty Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hartman Newspapers, L.P. 401(k) Profit Sharing Plan in TX ($8M, 78 participants).
Which 401(k) plans cover a similar participant headcount to Shames-Makovsky Realty Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 840863409.

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.