401(k) · DOL Form 5500 · 2023

Shift Technology Inc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 126
Participants Small participant base: 52nd
Percentile by assets National rank: $59,231
Avg per participant Low balance/head

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Official DOL plan name: Shift Technology Inc 401(k) Plan · Sponsored by Shift Technology Inc · New York · Professional & Technical Services

$7M in assets, 126 participants

Shift Technology Inc's Shift Technology Inc 401(k) Plan reported $7M in total assets and 126 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

#10,306 in Professional & Technical Services (20,321 peers)

Coverage in New York

Shift Technology Inc 401(k) Plan covers 126 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $7M.

#10,306
in Professional & Technical Services (20,321 peers): +63.8%
assets growth YoY

Shift Technology Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shift Technology Inc 401(k) Plan vs every filed plan by assets

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

$7,463,101 Top 48% higher than 52% 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

Shift Technology Inc 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. Shift Technology Inc 401(k) Plan sits mid-pack in the medium band (126 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%)

EBSA filing schedule strip

Filing strip 320540837 · Shift Technology Inc PY 2023 · 401(k)

Shift Technology Inc 401(k) Plan · $7M · 126 · 52nd

PCT $7M
EIN 126
RANK 52nd
PHOTO 401(k)
IND near Blood Assurance, Inc. 401(k) Plan
EOY ind #10306

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 York →

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

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$7M
Net Income	$3M
Employer EIN	320540837
Plan Effective Date	2018-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shift Technology Inc)

Latest sponsor-wide plan assets: $11M 43.345601245380436% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	126	$7M
2024	1	102	$11M

Nearby 401(k) Plans in New York

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

Shift Technology Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Shift Technology Inc 401(k) Plan side-by-side with 3 peers →

Shift Technology Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Blood Assurance, Inc. 401(k) Plan in TN ($7M); by covered participants it is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Blood Assurance, Inc. 401(k) Plan (TN) $7M · 218
Penn Detroit Diesel Allison, LLC 401(k) Retirement Plan for Union Employees (PA) $7M · 75
K-N Companies 401(k) Plan (MT) $7M · 239
Apex Dental Laboratory Group 401(k) Plan (TX) $7M · 334

Similar participant headcount

Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.

Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust (PA) 126 · 0 off
Diacom 401(k) Savings Plan (NH) 126 · 0 off
Home Buys LLC 401(k) Profit Sharing Plan & Trust (OH) 126 · 0 off
Almaden 401(k) Plan (CA) 126 · 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 Shift Technology Inc 401(k) Plan assets move in 2023? ▼

Shift Technology Inc 401(k) Plan surged - up 63.8% during 2023, from $5M to $7M. Reported net income was $3M.

How have Shift Technology Inc plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Shift Technology Inc's sponsor-wide assets grew 43.3%, from $7M to $11M.

Which 401(k) plans are similar in size to Shift Technology Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Blood Assurance, Inc. 401(k) Plan in TN ($7M, 218 participants).

Which 401(k) plans cover a similar participant headcount to Shift Technology Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Land Clearing Specialist Inc 401(k) Profit Sharing Plan & Trust in PA (126 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 320540837.