401(k) · DOL Form 5500 · 2023

Shift Echo, Inc. 401(k) Plan

Data updated 2026-08-25

$903K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$225,667
Avg per participant Above avg balance/head
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Official DOL plan name: Halo Radius Solo 401(k) · Sponsored by Shift Echo, Inc. · Wyoming · Professional & Technical Services

$903K in assets, 4 participants

Shift Echo, Inc.'s Halo Radius Solo 401(k) reported $903K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,626 in Professional & Technical Services (20,321 peers)

Shift Echo, Inc. multi-year trail

Shift Echo, Inc.'s plans moved +166.4% in assets from 2022 to 2023; this filing shows Halo Radius Solo 401(k) at $903K / 4 participants.

#3,626
in Professional & Technical Services (20,321 peers)
+166.4%
assets growth YoY

Halo Radius Solo 401(k) among the smaller filed plans by assets

Halo Radius Solo 401(k) vs every filed plan by assets

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

$902,666 23rd percentile higher than 23% 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

Halo Radius Solo 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Halo Radius Solo 401(k) is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Halo Radius Solo 401(k) end-of-year assets rose from $339K in the plan year 2022 filing to $903K in the plan year 2023 filing.
  • Halo Radius Solo 401(k) reported net income rose from $274K in the plan year 2022 filing to $564K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 882322213 · Shift Echo, Inc. PY 2023 · 401(k)

Halo Radius Solo 401(k) · $903K · 4 · 23rd

  • EOY $903K
  • 5500 4
  • ASSETS 23rd
  • PCT 401(k)
  • EIN near Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan
  • RANK ind #3626

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 Wyoming →

Halo Radius Solo 401(k) in the asset neighbourhood

Halo Radius Solo 401(k)$903KMark a Brodhagen Dds Sc 401(k) Profit Sharing PlanMark a Brodhagen Dds Sc 401(…$903KGermantown Plantation Ret Comm 401(k) Profit Sharing Plan & TrustGermantown Plantation Ret Co…$903KCu Dealer Direct 401(k) Plan$903KTaqueria Los Gallos Express 401(k) PlanTaqueria Los Gallos Express …$903K
End-of-year total assets ($M) among Halo Radius Solo 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shift Echo, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shift Echo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$903K 166.37452009761827% vs 2022
2023 filing year
$0.2M$0.4M$0.6M$0.8M$1M 20222023 $0.34M $0.9M ▲ +164.7%
Year Plans Participants Total Assets
2022 1 N/A $339K
2023 1 4 $903K

Shift Echo, Inc. filing trail (2023)

Total Assets (Beginning of Year)$339K
Net Assets (End of Year)$903K
Net Income$564K
Employer EIN882322213
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wyoming

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

Halo Radius Solo 401(k) vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Halo Radius Solo 401(k), Total assets ($M): 0.902666 · Participants: 4Halo Radius Solo 401(k)Admiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Halo Radius Solo 401(k) vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Halo Radius Solo 401(k) side-by-side with 3 peers →

Halo Radius Solo 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan in WI ($903K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Halo Radius Solo 401(k) assets move in 2023? ▼
Halo Radius Solo 401(k) surged - up 166.4% during 2023, from $339K to $903K. Reported net income was $564K.
How have Shift Echo, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shift Echo, Inc.'s sponsor-wide assets grew 166.4%, from $339K to $903K.
Where does Halo Radius Solo 401(k) rank by assets among Form 5500 filers? ▼
Halo Radius Solo 401(k) ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Halo Radius Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Mark a Brodhagen Dds Sc 401(k) Profit Sharing Plan in WI ($903K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Halo Radius Solo 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 882322213.

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.