401(k) · DOL Form 5500 · 2023

Sharevest, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$276,078
Avg per participant High balance/head
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Official DOL plan name: Sharevest, Inc., 401(k) Profit Sharing Plan · Sponsored by Sharevest, Inc. · California · Real Estate

$1M in assets, 4 participants

Sharevest, Inc.'s Sharevest, Inc., 401(k) Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,989 in Real Estate (4,727 peers)

Sharevest, Inc. multi-year trail

Sharevest, Inc.'s plans moved -33.1% in assets from 2022 to 2024; this filing shows Sharevest, Inc., 401(k) Profit Sharing Plan at $1M / 4 participants.

#1,989
in Real Estate (4,727 peers)
-4.8%
assets change YoY

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharevest, Inc., 401(k) Profit Sharing Plan among the smaller filed plans by assets

Sharevest, Inc., 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,104,310 24th percentile higher than 24% 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

Sharevest, Inc., 401(k) Profit Sharing 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. Sharevest, Inc., 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharevest, Inc., 401(k) Profit Sharing Plan reported net income rose from -$86K in the plan year 2022 filing to -$56K in the plan year 2023 filing.
  • Sharevest, Inc., 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942433877 · Sharevest, Inc. PY 2023 · 401(k)

Sharevest, Inc., 401(k) Profit Sharing Plan · $1M · 4 · 24th

  • IND $1M
  • IND 4
  • IND 24th
  • IND 401(k)
  • IND near Insure Pacific Inc. Profit Sharing Plan
  • IND ind #1989

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 Real Estate retirement plans → · Plans in California →

Sharevest, Inc., 401(k) Profit Sharing Plan in the asset neighbourhood

Sharevest, Inc., 401(k) Profit Sharing PlanSharevest, Inc., 401(k) Prof…$1MInsure Pacific Inc. Profit Sharing PlanInsure Pacific Inc. Profit S…$1MMaloney Hospitality, Inc. 401(k) Profit Sharing PlanMaloney Hospitality, Inc. 40…$1MBehrmann Orthodontics, PLLC 401(k)Behrmann Orthodontics, PLLC …$1MInvia Associates, Inc. 401(k) PlanInvia Associates, Inc. 401(k…$1M
End-of-year total assets ($M) among Sharevest, Inc., 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sharevest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sharevest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$777K 33.07237163519243% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $1.16M $0.78M ▼ -32.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $777K

Sharevest, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$56K
Employer EIN942433877
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sharevest, Inc., 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sharevest, Inc., 401(k) Profit Sharing Plan, Total assets ($B): 0.00110431 · Participants: 4Sharevest, Inc., 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Sharevest, Inc., 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharevest, Inc., 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sharevest, Inc., 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Insure Pacific Inc. Profit Sharing Plan in OR ($1M); 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 Sharevest, Inc., 401(k) Profit Sharing Plan assets move in 2023? ▼
Sharevest, Inc., 401(k) Profit Sharing Plan edged down modestly - down 4.8% during 2023, from $1M to $1M. Reported net income was -$56K.
How have Sharevest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharevest, Inc.'s sponsor-wide assets declined 33.1%, from $1M to $777K.
Where does Sharevest, Inc., 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sharevest, Inc., 401(k) Profit Sharing Plan ranks in the 24th 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 Sharevest, Inc., 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insure Pacific Inc. Profit Sharing Plan in OR ($1M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Sharevest, Inc., 401(k) Profit Sharing Plan? ▼
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 942433877.

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.