401(k) · DOL Form 5500 · 2023

Siteworx Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
119
Participants Small participant base
58th
Percentile by assets National rank
$83,630
Avg per participant Below avg balance/head
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Official DOL plan name: Shift7 Digital 401(k) Plan · Sponsored by Siteworx Holdings, LLC · North Carolina · Professional & Technical Services

$10M in assets, 119 participants

Siteworx Holdings, LLC's Shift7 Digital 401(k) Plan reported $10M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,595 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Shift7 Digital 401(k) Plan covers 119 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#11,595
in Professional & Technical Services (20,321 peers)
+16.9%
assets growth YoY

Shift7 Digital 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shift7 Digital 401(k) Plan vs every filed plan by assets

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

$9,951,941 Top 42% higher than 58% 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

Shift7 Digital 401(k) 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. Shift7 Digital 401(k) Plan sits mid-pack in the medium band (119 participants).

Plan-year Form 5500 strip

Filing strip 900905501 · Siteworx Holdings, LLC PY 2023 · 401(k)

Shift7 Digital 401(k) Plan · $10M · 119 · 58th

  • 5500 $10M
  • ASSETS 119
  • PCT 58th
  • EIN 401(k)
  • RANK near Plasan 401(k) Plan
  • PHOTO ind #11595

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 North Carolina →

Shift7 Digital 401(k) Plan in the asset neighbourhood

Shift7 Digital 401(k) Plan$10MPlasan 401(k) Plan$10MPatriot Engineering 401(k) PlanPatriot Engineering 401(k) P…$10MMauna Lani Resort 401(k) Retirement Savings PlanMauna Lani Resort 401(k) Ret…$10MGreensky Trade Credit, LLC 401(k) PlanGreensky Trade Credit, LLC 4…$10M
End-of-year total assets ($M) among Shift7 Digital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN900905501
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Siteworx Holdings, LLC)

Sponsor-wide plan assets over time

All Siteworx Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 8.510380035412188% vs 2023
2024 filing year
$9.5M$10M$10.5M$11M 20232024 $9.95M $10.8M ▲ +8.5%
Year Plans Participants Total Assets
2023 1 119 $10M
2024 1 67 $11M

Nearby 401(k) Plans in North Carolina

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

Shift7 Digital 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Shift7 Digital 401(k) Plan, Total assets ($B): 0.009951941 · Participants: 119Shift7 Digital 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Shift7 Digital 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Shift7 Digital 401(k) Plan side-by-side with 3 peers →

Shift7 Digital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Plasan 401(k) Plan in MI ($10M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Shift7 Digital 401(k) Plan assets move in 2023? ▼
Shift7 Digital 401(k) Plan grew sharply - up 16.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Siteworx Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Siteworx Holdings, LLC's sponsor-wide assets grew 8.5%, from $10M to $11M.
Which 401(k) plans are similar in size to Shift7 Digital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plasan 401(k) Plan in MI ($10M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Shift7 Digital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 900905501.

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.