401(k) · DOL Form 5500 · 2024
Shangri-La 401(k) Plan 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 240
- Participants Below avg headcount
Official DOL plan name: Shangri-La 401(k) Plan · Sponsored by Shangri-La 401(k) Plan · Oregon · Healthcare & Social Assistance
N/A in assets, 240 participants
Shangri-La 401(k) Plan's Shangri-La 401(k) Plan reported N/A in total assets and 240 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Shangri-La 401(k) Plan holds N/A for 240 participants.
- $173K
- reported net income
Shangri-La 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shangri-La 401(k) Plan sits mid-pack in the medium band (240 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shangri-La 401(k) Plan reported net income fell from $481K in the plan year 2023 filing to $173K in the plan year 2024 filing.
- Shangri-La 401(k) Plan reported participants rose from 230 in the plan year 2023 filing to 240 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930509414 · Shangri-La 401(k) Plan PY 2024 · 401(k)
Shangri-La 401(k) Plan · N/A · 240
- PHOTO N/A
- PHOTO 240
- PHOTO PY 2024
- PHOTO 401(k)
- PHOTO near SEIU Local 200united 401(k) Plan
- PHOTO $173K
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 Oregon →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $859K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | $173K |
| Employer EIN | 930509414 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shangri-La 401(k) Plan)
Sponsor-wide plan assets over time
All Shangri-La 401(k) Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $378K |
| 2023 | 1 | 230 | $859K |
| 2024 | 1 | 240 | N/A |
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 · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
Shangri-La 401(k) Plan's closest out-of-state 401(k) peers by headcount
Outside Oregon, the nearest 401(k) by covered participants is SEIU Local 200united 401(k) Plan in NY (240 participants; this filing: 240 participants).
Similar participant headcount
Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.
- SEIU Local 200united 401(k) Plan (NY) 240 · 0 off
- Envision Credit Union 401(k) Plan and Trust (FL) 240 · 0 off
- City Beverages 401(k) Plan (FL) 240 · 0 off
- Ellsworth Cooperative Creamery Retirement Savings Plan (WI) 240 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.