401(k) · DOL Form 5500 · 2023

Shamir Insight, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
70
Participants Small participant base
60th
Percentile by assets National rank
$150,039
Avg per participant Above avg balance/head
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Official DOL plan name: Shamir Insight, Inc. 401(k) Plan · Sponsored by Shamir Insight, Inc. · California · Professional & Technical Services

$11M in assets, 70 participants

Shamir Insight, Inc.'s Shamir Insight, Inc. 401(k) Plan reported $11M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,870 in Professional & Technical Services (20,321 peers)

Shamir Insight, Inc. multi-year trail

Shamir Insight, Inc.'s plans moved +171.2% in assets from 2022 to 2024; this filing shows Shamir Insight, Inc. 401(k) Plan at $11M / 70 participants.

#11,870
in Professional & Technical Services (20,321 peers)
+34.0%
assets growth YoY

Shamir Insight, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shamir Insight, Inc. 401(k) Plan vs every filed plan by assets

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

$10,502,749 Top 40% higher than 60% 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

Shamir Insight, Inc. 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. Shamir Insight, Inc. 401(k) Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shamir Insight, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shamir Insight, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Shamir Insight, Inc. 401(k) Plan reported participants fell from 82 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954484968 · Shamir Insight, Inc. PY 2023 · 401(k)

Shamir Insight, Inc. 401(k) Plan · $11M · 70 · 60th

  • RANK $11M
  • PHOTO 70
  • IND 60th
  • EOY 401(k)
  • 5500 near Caledonia Haulers, Inc. Profit Sharing Plan
  • ASSETS ind #11870

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 Professional & Technical Services retirement plans → · Plans in California →

Shamir Insight, Inc. 401(k) Plan in the asset neighbourhood

Shamir Insight, Inc. 401(k) PlanShamir Insight, Inc. 401(k) …$11MCaledonia Haulers, Inc. Profit Sharing PlanCaledonia Haulers, Inc. Prof…$11MOdyssey Behavioral Healthcare 401(k) PlanOdyssey Behavioral Healthcar…$11MThogus Products Company 401(k) Profit Sharing Plan and TrustThogus Products Company 401(…$11MFeed Energy Company and Riverhead Resources, LLC Retirement Savings PlanFeed Energy Company and Rive…$11M
End-of-year total assets ($M) among Shamir Insight, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shamir Insight, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shamir Insight, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 171.1554857143878% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.84M $21.3M ▲ +171.0%
Year Plans Participants Total Assets
2022 1 82 $8M
2023 1 70 $11M
2024 2 150 $21M

Shamir Insight, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN954484968
Plan Effective Date2016-04-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Shamir Insight, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shamir Insight, Inc. 401(k) Plan, Total assets ($B): 0.010502749 · Participants: 70Shamir Insight, Inc. 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
Shamir Insight, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Shamir Insight, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Caledonia Haulers, Inc. Profit Sharing Plan in MN ($11M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 Shamir Insight, Inc. 401(k) Plan assets move in 2023?
Shamir Insight, Inc. 401(k) Plan surged - up 34.0% during 2023, from $8M to $11M. Reported net income was $3M.
How have Shamir Insight, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shamir Insight, Inc.'s sponsor-wide assets grew 171.2%, from $8M to $21M.
Which 401(k) plans are similar in size to Shamir Insight, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Caledonia Haulers, Inc. Profit Sharing Plan in MN ($11M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Shamir Insight, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M in assets).