401(k) · DOL Form 5500 · 2024
Shield Insurance Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $263,529
- Avg per participant High balance/head
Official DOL plan name: Shield Insurance Solutions Retirement Plan · Sponsored by Shield Insurance Solutions, LLC · Puerto Rico · Finance & Insurance
$3M in assets, 13 participants
Shield Insurance Solutions, LLC's Shield Insurance Solutions Retirement Plan reported $3M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #2,029 in Finance & Insurance (8,549 peers)
Shield Insurance Solutions, LLC multi-year trail
Shield Insurance Solutions, LLC's plans moved +69.1% in assets from 2022 to 2024; this filing shows Shield Insurance Solutions Retirement Plan at $3M / 13 participants.
- #2,029
- in Finance & Insurance (8,549 peers)
- +26.6%
- assets growth YoY
Shield Insurance Solutions Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Shield Insurance Solutions Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,425,871 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shield Insurance Solutions Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shield Insurance Solutions Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shield Insurance Solutions Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Shield Insurance Solutions Retirement Plan reported participants rose from 11 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- Shield Insurance Solutions Retirement Plan reported net income rose from $679K in the plan year 2023 filing to $720K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 660935839 · Shield Insurance Solutions, LLC PY 2024 · 401(k)
Shield Insurance Solutions Retirement Plan · $3M · 13 · 36th
- VS-ST $3M
- VS-ST 13
- VS-ST 36th
- VS-ST 401(k)
- VS-ST near Group Legal Services 401(k) and Profit Sharing Plan
- VS-ST ind #2029
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 Finance & Insurance retirement plans → · Plans in Puerto Rico →
Shield Insurance Solutions Retirement Plan in the asset neighbourhood
Shield Insurance Solutions, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Shield Insurance Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 69.05492468729089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $2M |
| 2023 | 1 | 11 | $3M |
| 2024 | 1 | 13 | $3M |
Shield Insurance Solutions, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $720K |
| Employer EIN | 660935839 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $395M · 88
- Msd Puerto Rico Savings and Security Plan $232M · 542
- Inter American University of Pr Defined Contribution Retirement Plan $199M · 1,552
- Popular, Inc. USA 401(k) Savings & Investment Plan $170M · 942
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $164M · 2,826
Shield Insurance Solutions Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is Group Legal Services 401(k) and Profit Sharing Plan in TX ($3M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.