401(k) · DOL Form 5500 · 2023

Shift4 Payments, LLC 401(k) Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
1,997
Participants Near avg headcount
89th
Percentile by assets National rank
$39,135
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shift4 401(k) Plan · Sponsored by Shift4 Payments, LLC · Pennsylvania · Finance & Insurance

$78M in assets, 1,997 participants

Shift4 Payments, LLC's Shift4 401(k) Plan reported $78M in total assets and 1,997 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.

  • #7,428 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Shift4 401(k) Plan covers 1,997 participants in Pennsylvania, 2.4x the typical Pennsylvania plan (state average ~822 per filing). Assets: $78M.

#7,428
in Finance & Insurance (8,869 peers)
+36.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Shift4 401(k) Plan's outsized position by total assets

Shift4 401(k) Plan vs every filed plan by assets

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

$78,151,607 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

Shift4 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shift4 401(k) Plan lands in the large band (1,997 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shift4 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Shift4 401(k) Plan end-of-year assets rose from $57M in the plan year 2022 filing to $78M in the plan year 2023 filing.
  • Shift4 401(k) Plan reported participants rose from 1,473 in the plan year 2022 filing to 1,997 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 465216257 · Shift4 Payments, LLC PY 2023 · 401(k)

Shift4 401(k) Plan · $78M · 1,997 · 89th

  • EOY $78M
  • EOY 1,997
  • EOY 89th
  • EOY 401(k)
  • EOY near Datascan Retirement Plan
  • EOY ind #7428

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

Shift4 401(k) Plan in the asset neighbourhood

Shift4 401(k) Plan$78MDatascan Retirement Plan$78MWorldquant, LLC 401(k) Savings and Retirement PlanWorldquant, LLC 401(k) Savin…$78MSovos Compliance, LLC 401(k) Retirement PlanSovos Compliance, LLC 401(k)…$78MMultivac, Inc. Profit Sharing 401(k) PlanMultivac, Inc. Profit Sharin…$78M
End-of-year total assets ($M) among Shift4 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$78M
Net Income$16M
Employer EIN465216257
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shift4 Payments, LLC)

Sponsor-wide plan assets over time

All Shift4 Payments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 65.80550245079017% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $57.2M $94.9M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 1,473 $57M
2023 1 1,997 $78M
2024 1 2,668 $95M

Nearby 401(k) Plans in Pennsylvania

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

Shift4 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Shift4 401(k) Plan, Total assets ($B): 0.078151607 · Participants: 1997Shift4 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Shift4 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shift4 401(k) Plan side-by-side with 3 peers →

Shift4 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Datascan Retirement Plan in GA ($78M); by covered participants it is Masters Mates & Pilots Individual Retirement Account Plan in MD (1,997 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,997 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 Shift4 401(k) Plan assets move in 2023? ▼
Shift4 401(k) Plan surged - up 36.6% during 2023, from $57M to $78M. Reported net income was $16M.
How have Shift4 Payments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shift4 Payments, LLC's sponsor-wide assets grew 65.8%, from $57M to $95M.
Where does Shift4 401(k) Plan rank by assets among Form 5500 filers? ▼
Shift4 401(k) 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 Shift4 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Datascan Retirement Plan in GA ($78M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Shift4 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masters Mates & Pilots Individual Retirement Account Plan in MD (1,997 participants, $464M 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 465216257.

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.