401(k) · DOL Form 5500 · 2023
Shard Innovations Inc. 401(k) Plan
Data updated 2026-08-25
- $466K
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $66,607
- Avg per participant Below avg balance/head
Official DOL plan name: Shard Innovations Inc. 401(k) Plan · Sponsored by Shard Innovations Inc. · Oregon · Retail Trade
$466K in assets, 7 participants
Shard Innovations Inc.'s Shard Innovations Inc. 401(k) Plan reported $466K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.
- #2,354 in Retail Trade (8,414 peers)
Shard Innovations Inc. multi-year trail
Shard Innovations Inc.'s plans moved -18.8% in assets from 2022 to 2024; this filing shows Shard Innovations Inc. 401(k) Plan at $466K / 7 participants.
- #2,354
- in Retail Trade (8,414 peers)
- +7.9%
- assets growth YoY
Shard Innovations Inc. 401(k) Plan among the smaller filed plans by assets
Shard Innovations Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$466,248 17th percentile higher than 17% 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
Shard Innovations Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shard Innovations Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shard Innovations Inc. 401(k) Plan reported net income rose from -$39K in the plan year 2022 filing to $34K in the plan year 2023 filing.
- Shard Innovations Inc. 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
- Shard Innovations Inc. 401(k) Plan end-of-year assets rose from $432K in the plan year 2022 filing to $466K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 812078350 · Shard Innovations Inc. PY 2023 · 401(k)
Shard Innovations Inc. 401(k) Plan · $466K · 7 · 17th
- PCT $466K
- EIN 7
- RANK 17th
- PHOTO 401(k)
- IND near Allmon Insurance Retirement Plan
- EOY ind #2354
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 Retail Trade retirement plans → · Plans in Oregon →
Shard Innovations Inc. 401(k) Plan in the asset neighbourhood
Shard Innovations Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shard Innovations Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $351K 18.77720164094875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $432K |
| 2023 | 1 | 7 | $466K |
| 2024 | 1 | 6 | $351K |
Shard Innovations Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $432K |
|---|---|
| Net Assets (End of Year) | $466K |
| Net Income | $34K |
| Employer EIN | 812078350 |
| Plan Effective Date | 2016-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Shard Innovations Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Allmon Insurance Retirement Plan in CO ($466K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($466K here).
- Allmon Insurance Retirement Plan (CO) $466K · 4
- Sweet Holdings Inc. Retirement Plan (MN) $466K · 1
- Mulligans Already Bought Investment Plan (OH) $466K · 1
- High Point Logistics, LLC 401(k) Plan (TN) $466K · 59
Similar participant headcount
Nearest other-state filings by covered participants (7 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.