401(k) · DOL Form 5500 · 2023
Sh1 Hold Co, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 1,815
- Participants Near avg headcount
- 39th
- Percentile by assets National rank
- $2,066
- Avg per participant Low balance/head
Official DOL plan name: Jea Senior Living 401(k) Plan · Sponsored by Sh1 Hold Co, LLC · Washington · Healthcare & Social Assistance
$4M in assets, 1,815 participants
Sh1 Hold Co, LLC's Jea Senior Living 401(k) Plan reported $4M in total assets and 1,815 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,325 in Healthcare & Social Assistance (17,684 peers)
Sh1 Hold Co, LLC multi-year trail
Sh1 Hold Co, LLC's plans moved +172.4% in assets from 2022 to 2024; this filing shows Jea Senior Living 401(k) Plan at $4M / 1,815 participants.
- #7,325
- in Healthcare & Social Assistance (17,684 peers)
- +70.9%
- assets growth YoY
Jea Senior Living 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Jea Senior Living 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,750,240 39th percentile higher than 39% 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
Jea Senior Living 401(k) 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. Jea Senior Living 401(k) Plan lands in the large band (1,815 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Jea Senior Living 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Jea Senior Living 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 832216253 · Sh1 Hold Co, LLC PY 2023 · 401(k)
Jea Senior Living 401(k) Plan · $4M · 1,815 · 39th
- RANK $4M
- PHOTO 1,815
- IND 39th
- EOY 401(k)
- 5500 near East Coast Energy Group 401(k) Plan
- ASSETS ind #7325
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 Healthcare & Social Assistance retirement plans → · Plans in Washington →
Jea Senior Living 401(k) Plan in the asset neighbourhood
Sh1 Hold Co, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Sh1 Hold Co, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 172.43233712020077% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,821 | $2M |
| 2023 | 1 | 1,815 | $4M |
| 2024 | 1 | 1,574 | $6M |
Sh1 Hold Co, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $2M |
| Employer EIN | 832216253 |
| Plan Effective Date | 2020-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Jea Senior Living 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is East Coast Energy Group 401(k) Plan in NY ($4M); by covered participants it is Kendall Automotive Group Employees' Retirement Plan in ID (1,815 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,815 participants); asset peers above are excluded.
- Kendall Automotive Group Employees' Retirement Plan (ID) 1,815 · 0 off
- Dunn Investment Company 401(k) Plan (AL) 1,815 · 0 off
- Mechanics Bank Profit Sharing/401(k) Plan (CA) 1,815 · 0 off
- Sbk Capital, LLC 401(k) Plan (FL) 1,815 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.