401(k) · DOL Form 5500 · 2023

Sharif Financial Corporation 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
32
Participants Small participant base
40th
Percentile by assets National rank
$121,522
Avg per participant Near avg balance/head
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Official DOL plan name: Sharif Financial Corporation Safe Harbor 401(k) Plan · Sponsored by Sharif Financial Corporation · California · Retail Trade

$4M in assets, 32 participants

Sharif Financial Corporation's Sharif Financial Corporation Safe Harbor 401(k) Plan reported $4M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,265 in Retail Trade (8,414 peers)

2023 asset change

Sharif Financial Corporation Safe Harbor 401(k) Plan grew at a solid clip 12.3% in 2023 ($3M → $4M) for 32 participants.

#4,265
in Retail Trade (8,414 peers)
+12.3%
assets growth YoY

Sharif Financial Corporation Safe Harbor 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sharif Financial Corporation Safe Harbor 401(k) Plan vs every filed plan by assets

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

$3,888,714 40th percentile higher than 40% 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

Sharif Financial Corporation Safe Harbor 401(k) 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. Sharif Financial Corporation Safe Harbor 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharif Financial Corporation Safe Harbor 401(k) Plan reported net income rose from $337K in the plan year 2022 filing to $423K in the plan year 2023 filing.
  • Sharif Financial Corporation Safe Harbor 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Sharif Financial Corporation Safe Harbor 401(k) Plan reported participants fell from 35 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680351407 · Sharif Financial Corporation PY 2023 · 401(k)

Sharif Financial Corporation Safe Harbor 401(k) Plan · $4M · 32 · 40th

  • IND $4M
  • EOY 32
  • 5500 40th
  • ASSETS 401(k)
  • PCT near Lantern Community Services, Inc. 401(k) Profit Sharing Plan and Trust
  • EIN ind #4265

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 California →

Sharif Financial Corporation Safe Harbor 401(k) Plan in the asset neighbourhood

Sharif Financial Corporation Safe Harbor 401(k) PlanSharif Financial Corporation…$4MLantern Community Services, Inc. 401(k) Profit Sharing Plan and TrustLantern Community Services, …$4MMervin Manufacturing 401(k) PlanMervin Manufacturing 401(k) …$4MHidden Eyes LLC 401(k) Profit Sharing Plan & TrustHidden Eyes LLC 401(k) Profi…$4MBneg, Inc. 401(k) Plan$4M
End-of-year total assets ($M) among Sharif Financial Corporation Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sharif Financial Corporation years around the 2023 move

Sponsor-wide plan assets over time

All Sharif Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 8.595902335591335% vs 2022
2024 filing year
$3M$3.5M$4M 202220232024 $3.46M $3.17M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 35 $3M
2023 1 32 $4M
2024 1 28 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$423K
Employer EIN680351407
Plan Effective Date2009-09-30
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sharif Financial Corporation Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sharif Financial Corporation Safe Harbor 401(k) Plan, Total assets ($B): 0.003888714 · Participants: 32Sharif Financial Corporation Safe Harbor 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sharif Financial Corporation Safe Harbor 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharif Financial Corporation Safe Harbor 401(k) Plan side-by-side with 3 peers →

Sharif Financial Corporation Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lantern Community Services, Inc. 401(k) Profit Sharing Plan and Trust in NY ($4M); by covered participants it is Presnell Gage Employees Retirement Plan in ID (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Sharif Financial Corporation Safe Harbor 401(k) Plan assets move in 2023? ▼
Sharif Financial Corporation Safe Harbor 401(k) Plan grew at a solid clip - up 12.3% during 2023, from $3M to $4M. Reported net income was $423K.
How have Sharif Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharif Financial Corporation's sponsor-wide assets declined 8.6%, from $3M to $3M.
Which 401(k) plans are similar in size to Sharif Financial Corporation Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lantern Community Services, Inc. 401(k) Profit Sharing Plan and Trust in NY ($4M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Sharif Financial Corporation Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Presnell Gage Employees Retirement Plan in ID (32 participants, $9M 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 680351407.

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.