Profit Sharing · DOL Form 5500 · 2024

Shore Point Strategy Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$116K
Total assets Small plan by assets
1
Participants Small participant base
7th
Percentile by assets National rank
$115,898
Avg per participant Below avg balance/head
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Official DOL plan name: Shore Point Strategy Group, Inc. Retirement Plan · Sponsored by Shore Point Strategy Group, Inc. · New Jersey · Professional & Technical Services

$116K in assets, 1 participants

Shore Point Strategy Group, Inc.'s Shore Point Strategy Group, Inc. Retirement Plan reported $116K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,211 in Professional & Technical Services (20,173 peers)

Shore Point Strategy Group, Inc. multi-year trail

Shore Point Strategy Group, Inc.'s plans moved -35.2% in assets from 2022 to 2024; this filing shows Shore Point Strategy Group, Inc. Retirement Plan at $116K / 1 participant.

#1,211
in Professional & Technical Services (20,173 peers)
+0.0%
assets growth YoY

Shore Point Strategy Group, Inc. Retirement Plan among the smaller filed plans by assets

Shore Point Strategy Group, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$115,898 7th percentile higher than 7% of 123,620 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 2024

Shore Point Strategy Group, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shore Point Strategy Group, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 463114582 · Shore Point Strategy Group, Inc. PY 2024 · Profit Sharing

Shore Point Strategy Group, Inc. Retirement Plan · $116K · 1 · 7th

  • PHOTO $116K
  • IND 1
  • EOY 7th
  • 5500 Profit Sharing
  • ASSETS near Great Finds, Inc. Retirement Plan
  • PCT ind #1211

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 New Jersey →

Shore Point Strategy Group, Inc. Retirement Plan in the asset neighbourhood

Shore Point Strategy Group, Inc. Retirement PlanShore Point Strategy Group, …$116KGreat Finds, Inc. Retirement PlanGreat Finds, Inc. Retirement…$116KFarrco, Inc. Retirement Plan$116KSpringfield Tractor and Trailer Sales, Inc. Employee Profit SharingSpringfield Tractor and Trai…$116KMaber Co Retirement Plan$116K
End-of-year total assets ($M) among Shore Point Strategy Group, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Shore Point Strategy Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shore Point Strategy Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$116K 35.180089485458616% vs 2022
2024 filing year
$0.1M$0.12M$0.14M$0.16M$0.18M$0.2M 202220232024 $0.18M $0.12M ▼ -33.3%
Year Plans Participants Total Assets
2022 1 1 $179K
2023 1 1 $116K
2024 1 1 $116K

Shore Point Strategy Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$116K
Net Assets (End of Year)$116K
Employer EIN463114582
Plan Effective Date2013-07-03
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Shore Point Strategy Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Shore Point Strategy Group, Inc. Retirement Plan, Total assets ($B): 0.000115898 · Participants: 1Shore Point Strategy Group, Inc. Retirement PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Shore Point Strategy Group, Inc. Retirement Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Shore Point Strategy Group, Inc. Retirement Plan side-by-side with 3 peers →

Shore Point Strategy Group, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Great Finds, Inc. Retirement Plan in WI ($116K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shore Point Strategy Group, Inc. Retirement Plan assets move in 2024? ▼
Shore Point Strategy Group, Inc. Retirement Plan held essentially flat - up 0.0% during 2024, from $116K to $116K.
How have Shore Point Strategy Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shore Point Strategy Group, Inc.'s sponsor-wide assets declined 35.2%, from $179K to $116K.
Where does Shore Point Strategy Group, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Shore Point Strategy Group, Inc. Retirement Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Shore Point Strategy Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Great Finds, Inc. Retirement Plan in WI ($116K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Shore Point Strategy Group, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463114582.

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.