401(k) · DOL Form 5500 · 2023

Shaklee Corporation 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
229
Participants Below avg headcount
88th
Percentile by assets National rank
$274,589
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shaklee 401(k) Retirement Savings Plan · Sponsored by Shaklee Corporation · California · Manufacturing

$63M in assets, 229 participants

Shaklee Corporation's Shaklee 401(k) Retirement Savings Plan reported $63M in total assets and 229 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,338 in Manufacturing (18,722 peers)

Coverage in California

Shaklee 401(k) Retirement Savings Plan covers 229 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $63M.

#15,338
in Manufacturing (18,722 peers)
+16.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Shaklee 401(k) Retirement Savings Plan's outsized position by total assets

Shaklee 401(k) Retirement Savings Plan vs every filed plan by assets

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

$62,880,893 Top 12% higher than 88% 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

Shaklee 401(k) Retirement Savings 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. Shaklee 401(k) Retirement Savings Plan sits mid-pack in the medium band (229 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaklee 401(k) Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Shaklee 401(k) Retirement Savings Plan end-of-year assets rose from $54M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • Shaklee 401(k) Retirement Savings Plan reported participants fell from 233 in the plan year 2022 filing to 229 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 943389365 · Shaklee Corporation PY 2023 · 401(k)

Shaklee 401(k) Retirement Savings Plan · $63M · 229 · 88th

  • ASSETS $63M
  • PCT 229
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Curinos, Inc. 401(k) Plan
  • IND ind #15338

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 Manufacturing retirement plans → · Plans in California →

Shaklee 401(k) Retirement Savings Plan in the asset neighbourhood

Moreton Companies Profit Sharing PlanMoreton Companies Profit Sha…$63MAlk 401(k) Plan$63MCurinos, Inc. 401(k) Plan$63MShaklee 401(k) Retirement Savings PlanShaklee 401(k) Retirement Sa…$63MProfit Sharing & 401(k) Plan for Employees of Hbd Industries, Inc. and SubsidiariesProfit Sharing & 401(k) Plan…$63M
End-of-year total assets ($M) among Shaklee 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$63M
Net Income$9M
Employer EIN943389365
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaklee Corporation)

Sponsor-wide plan assets over time

All Shaklee Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 17.202954104724768% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.3M $78.9M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 275 $67M
2023 2 269 $76M
2024 2 256 $79M

Nearby 401(k) Plans in California

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

Shaklee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shaklee 401(k) Retirement Savings Plan, Total assets ($B): 0.062880893 · Participants: 229Shaklee 401(k) Retirement Savings 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
Shaklee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shaklee 401(k) Retirement Savings Plan side-by-side with 3 peers →

Shaklee 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Curinos, Inc. 401(k) Plan in NY ($63M); by covered participants it is P3 Health Partners 401(k) Plan in NV (229 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($63M here).

Similar participant headcount

Nearest other-state filings by covered participants (229 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 Shaklee 401(k) Retirement Savings Plan assets move in 2023? ▼
Shaklee 401(k) Retirement Savings Plan grew sharply - up 16.7% during 2023, from $54M to $63M. Reported net income was $9M.
How have Shaklee Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaklee Corporation's sponsor-wide assets grew 17.2%, from $67M to $79M.
Where does Shaklee 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Shaklee 401(k) Retirement Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shaklee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curinos, Inc. 401(k) Plan in NY ($63M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Shaklee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is P3 Health Partners 401(k) Plan in NV (229 participants, $2M 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 943389365.

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.