401(k) · DOL Form 5500 · 2023
Shapell Investment Properties in 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 144
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $256,701
- Avg per participant Above avg balance/head
Official DOL plan name: Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan · Sponsored by Shapell Investment Properties in · California · Construction
$37M in assets, 144 participants
Shapell Investment Properties in's Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported $37M in total assets and 144 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,262 in Construction (9,030 peers)
Coverage in California
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan covers 144 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $37M.
- #7,262
- in Construction (9,030 peers)
- +0.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$36,964,990 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (144 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $304K in the plan year 2023 filing.
- Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported participants rose from 138 in the plan year 2022 filing to 144 in the plan year 2023 filing.
- Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $37M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 800958642 · Shapell Investment Properties in PY 2023 · 401(k)
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan · $37M · 144 · 82nd
- IND $37M
- EOY 144
- 5500 82nd
- ASSETS 401(k)
- PCT near Johns Eastern Company Inc 401(k) Plan Twelfth Amendment and Restatement
- EIN ind #7262
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 Construction retirement plans → · Plans in California →
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $304K |
| Employer EIN | 800958642 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shapell Investment Properties in)
Sponsor-wide plan assets over time
All Shapell Investment Properties in plans reported in each filing year
- Latest sponsor-wide plan assets
- $42M 15.41435737862417% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 138 | $37M |
| 2023 | 1 | 144 | $37M |
| 2024 | 1 | 160 | $42M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Johns Eastern Company Inc 401(k) Plan Twelfth Amendment and Restatement in FL ($37M); by covered participants it is Eagle Granite 401(k) Plan in GA (144 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Johns Eastern Company Inc 401(k) Plan Twelfth Amendment and Restatement (FL) $37M · 268
- Eye Health America 401(k) Plan (SC) $37M · 1,117
- Lamons 401(k) Plan (TX) $37M · 616
- Amyx, Inc. 401(k) Plan (VA) $37M · 482
Similar participant headcount
Nearest other-state filings by covered participants (144 participants); asset peers above are excluded.
- Eagle Granite 401(k) Plan (GA) 144 · 0 off
- Potomac College LLC 401(k) Plan (DC) 144 · 0 off
- Anholt Technologies, Inc. 401(k) Salary Reduction Plan and Trust (PA) 144 · 0 off
- Dcs Contracting, Inc. 401(k) Plan (AZ) 144 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.