401(k) · DOL Form 5500 · 2023
Shurtape Technologies LLC 401(k) Plan
Data updated 2026-08-25
- $115M
- Total assets Near avg plan size
- 1,350
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $85,141
- Avg per participant Below avg balance/head
Official DOL plan name: The Shurtape Technologies Profit Sharing and Retirement Savings Plan · Sponsored by Shurtape Technologies LLC · North Carolina · Manufacturing
$115M in assets, 1,350 participants
Shurtape Technologies LLC's The Shurtape Technologies Profit Sharing and Retirement Savings Plan reported $115M in total assets and 1,350 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,475 in Manufacturing (18,722 peers)
Where The Shurtape Technologies Profit Sharing and Retirement Savings Plan sits by assets
The Shurtape Technologies Profit Sharing and Retirement Savings Plan sits in the top 10% of all filed plans by assets, $115M for 1,350 participants (~$85,141/participant), up 17.9% in 2023.
- #16,475
- in Manufacturing (18,722 peers)
- +17.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
The Shurtape Technologies Profit Sharing and Retirement Savings Plan's outsized position by total assets
The Shurtape Technologies Profit Sharing and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$114,940,775 Top 8% higher than 92% 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
The Shurtape Technologies Profit Sharing and Retirement Savings 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. The Shurtape Technologies Profit Sharing and Retirement Savings Plan lands in the large band (1,350 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan reported net income rose from -$18M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan end-of-year assets rose from $98M in the plan year 2022 filing to $115M in the plan year 2023 filing.
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan reported participants fell from 1,372 in the plan year 2022 filing to 1,350 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 561941023 · Shurtape Technologies LLC PY 2023 · 401(k)
The Shurtape Technologies Profit Sharing and Retirement Savings Plan · $115M · 1,350 · 92nd
- BOOK $115M
- BOOK 1,350
- BOOK 92nd
- BOOK 401(k)
- BOOK near Subway 401(k) Savings Plan
- BOOK ind #16475
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 Manufacturing retirement plans → · Plans in North Carolina →
The Shurtape Technologies Profit Sharing and Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $98M |
|---|---|
| Net Assets (End of Year) | $115M |
| Net Income | $17M |
| Employer EIN | 561941023 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shurtape Technologies LLC)
Sponsor-wide plan assets over time
All Shurtape Technologies LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 44.47252021515994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,372 | $98M |
| 2023 | 1 | 1,350 | $115M |
| 2024 | 1 | 1,262 | $141M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
The Shurtape Technologies Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Subway 401(k) Savings Plan in CT ($115M); by covered participants it is Bell Nursery USA LLC 401(k) Plan in MD (1,350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($115M here).
- Subway 401(k) Savings Plan (CT) $115M · 683
- Halo Branded Solutions, Inc. 401(k) Savings Plan (IL) $115M · 2,140
- Bernhard, LLC 401(k) Plan (LA) $115M · 1,936
- Grocery Outlet Inc. Retirement Plan (CA) $115M · 751
Similar participant headcount
Nearest other-state filings by covered participants (1,350 participants); asset peers above are excluded.
- Bell Nursery USA LLC 401(k) Plan (MD) 1,350 · 0 off
- Fort Wayne Metals Research Products, LLC Retirement Savings Plan (IN) 1,350 · 0 off
- Justrite Safety Group 401(k) Plan (IL) 1,351 · 1 off
- Dialamerica Marketing, Inc. 401(k) Savings Plan (NJ) 1,349 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.