401(k) · DOL Form 5500 · 2024

Shortform Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 1
Participants Small participant base: 46th
Percentile by assets National rank: $6.1M
Avg per participant High balance/head

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Official DOL plan name: Shortform Inc. Retirement Plan · Sponsored by Shortform Inc. · Illinois · Information & Media

$6M in assets, 1 participants

Shortform Inc.'s Shortform Inc. Retirement Plan reported $6M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

#835 in Information & Media (2,822 peers)

Shortform Inc. multi-year trail

Shortform Inc.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Shortform Inc. Retirement Plan at $6M / 1 participant.

#835
in Information & Media (2,822 peers): +11.0%
assets growth YoY

Shortform Inc. Retirement Plan's mid-pack asset rank among Information & Media and all filers

Shortform Inc. Retirement Plan vs every filed plan by assets

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

$6,089,403 46th percentile higher than 46% 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

Shortform 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. Shortform Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Shortform Inc. Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Shortform Inc. Retirement Plan reported net income rose from $563K in the plan year 2023 filing to $602K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 834381477 · Shortform Inc. PY 2024 · 401(k)

Shortform Inc. Retirement Plan · $6M · 1 · 46th

ASSETS $6M
PCT 1
EIN 46th
RANK 401(k)
PHOTO near First Community Bank 401(k) Profit Sharing Plan
IND ind #835

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 Information & Media retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Shortform Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shortform Inc. multi-year asset trail

Latest sponsor-wide plan assets: $6M 23.644282150208216% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$5M
2023	1	1	$5M
2024	1	1	$6M

Shortform Inc. filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$602K
Employer EIN	834381477
Plan Effective Date	2019-09-10
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Shortform Inc. Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Shortform Inc. Retirement Plan side-by-side with 3 peers →

Shortform Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is First Community Bank 401(k) Profit Sharing Plan in TX ($6M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

First Community Bank 401(k) Profit Sharing Plan (TX) $6M · 152
Optimity Advisors 401(k) Plan (DC) $6M · 60
Commentsold, LLC 401(k) Plan (CA) $6M · 109
Lubricar, Inc. 401(k) Plan (NM) $6M · 263

Similar participant headcount

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

Concorde Support & Development, Inc. 401(k) Profit Sharing Plan (TX) 1 · 0 off
The Directed Account Plan Staff 401(K ) Plan (MO) 1 · 0 off
Emz Inc Profit Sharing Plan (KY) 1 · 0 off
Mbm Enterprises, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off

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 Shortform Inc. Retirement Plan assets move in 2024? ▼

Shortform Inc. Retirement Plan grew at a solid clip - up 11.0% during 2024, from $5M to $6M. Reported net income was $602K.

How have Shortform Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shortform Inc.'s sponsor-wide assets grew 23.6%, from $5M to $6M.

Which 401(k) plans are similar in size to Shortform Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is First Community Bank 401(k) Profit Sharing Plan in TX ($6M, 152 participants).

Which 401(k) plans cover a similar participant headcount to Shortform Inc. Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 834381477.