401(k) · DOL Form 5500 · 2023

Shasta Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 263
Participants Below avg headcount: 53rd
Percentile by assets National rank: $29,982
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Shasta Pools 401(k) Plan · Sponsored by Shasta Industries, Inc. · Arizona · Construction

$8M in assets, 263 participants

Shasta Industries, Inc.'s Shasta Pools 401(k) Plan reported $8M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#4,686 in Construction (9,030 peers)

Coverage in Arizona

Shasta Pools 401(k) Plan covers 263 participants in Arizona, about 47% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#4,686
in Construction (9,030 peers): +5.8%
assets growth YoY

Shasta Pools 401(k) Plan's mid-pack asset rank among Construction and all filers

Shasta Pools 401(k) Plan vs every filed plan by assets

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

$7,885,150 Top 47% higher than 53% 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

Shasta Pools 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. Shasta Pools 401(k) Plan sits mid-pack in the medium band (263 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Shasta Pools 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $432K in the plan year 2023 filing.
Shasta Pools 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Shasta Pools 401(k) Plan reported participants fell from 272 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 866054268 · Shasta Industries, Inc. PY 2023 · 401(k)

Shasta Pools 401(k) Plan · $8M · 263 · 53rd

PART $8M
TYPE 263
NET 53rd
BOOK 401(k)
VS-ST near Perry Hay Profit Sharing Plan
BOY ind #4686

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 Construction retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Shasta Pools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$432K
Employer EIN	866054268
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shasta Industries, Inc.)

Latest sponsor-wide plan assets: $8M 9.80602741787267% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	272	$7M
2023	1	263	$8M
2024	1	237	$8M

Nearby 401(k) Plans in Arizona

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

Shasta Pools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Shasta Pools 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Perry Hay Profit Sharing Plan in CA ($8M); by covered participants it is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Perry Hay Profit Sharing Plan (CA) $8M · 8
Zenith Energy Terminals Holdings LLC 401(k) Plan (NJ) $8M · 114
Government Contractors Savings Plan and Master Te Security Group, Inc. Plan (NY) $8M · 195
Red Devil Employee Profit Sharing and Thrift Plan (OK) $8M · 100

Similar participant headcount

Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.

Mercer Valve Co., Inc. 401(k) Plan (OK) 263 · 0 off
Community Housing Innovations, Inc. 401(k) Profit-Sharing Plan and Trust (NY) 263 · 0 off
Beck & Masten Pontiac-Gmc 401(k) Plan (TX) 263 · 0 off
Video Voice Data Communications 401(k) Plan (CA) 263 · 0 off

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 Shasta Pools 401(k) Plan assets move in 2023? ▼

Shasta Pools 401(k) Plan grew at a solid clip - up 5.8% during 2023, from $7M to $8M. Reported net income was $432K.

How have Shasta Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shasta Industries, Inc.'s sponsor-wide assets grew 9.8%, from $7M to $8M.

Which 401(k) plans are similar in size to Shasta Pools 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Perry Hay Profit Sharing Plan in CA ($8M, 8 participants).

Which 401(k) plans cover a similar participant headcount to Shasta Pools 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mercer Valve Co., Inc. 401(k) Plan in OK (263 participants, $4M 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 866054268.