401(k) · DOL Form 5500 · 2024

Shea & Company, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
38
Participants Small participant base
66th
Percentile by assets National rank
$433,714
Avg per participant High balance/head
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Official DOL plan name: Shea & Company, LLC 401(k) Plan · Sponsored by Shea & Company, LLC · Massachusetts · Finance & Insurance

$16M in assets, 38 participants

Shea & Company, LLC's Shea & Company, LLC 401(k) Plan reported $16M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,331 in Finance & Insurance (8,549 peers)

Shea & Company, LLC multi-year trail

Shea & Company, LLC's plans moved +67.4% in assets from 2022 to 2024; this filing shows Shea & Company, LLC 401(k) Plan at $16M / 38 participants.

#4,331
in Finance & Insurance (8,549 peers)
+25.6%
assets growth YoY

Shea & Company, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Shea & Company, LLC 401(k) Plan vs every filed plan by assets

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

$16,481,148 Top 34% higher than 66% 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

Shea & Company, LLC 401(k) 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. Shea & Company, LLC 401(k) Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shea & Company, LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Shea & Company, LLC 401(k) Plan reported participants rose from 36 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 204746707 · Shea & Company, LLC PY 2024 · 401(k)

Shea & Company, LLC 401(k) Plan · $16M · 38 · 66th

  • BOY $16M
  • BOY 38
  • BOY 66th
  • BOY 401(k)
  • BOY near Brownell Talbot School DC Retirement Plan
  • BOY ind #4331

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 Massachusetts →

Shea & Company, LLC 401(k) Plan in the asset neighbourhood

Shea & Company, LLC 401(k) PlanShea & Company, LLC 401(k) P…$16MBrownell Talbot School DC Retirement PlanBrownell Talbot School DC Re…$16MJacoby & Meyers Attorneys LLP 401(k) Profit Sharing PlanJacoby & Meyers Attorneys LL…$16MPhiladelphia Protestant Home 401(k) PlanPhiladelphia Protestant Home…$16MRadiation Oncology Centers, P.C. Profit Sharing Retirement PlanRadiation Oncology Centers, …$16M
End-of-year total assets ($M) among Shea & Company, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shea & Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shea & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 67.42767130629795% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $9.84M $16.5M ▲ +67.5%
Year Plans Participants Total Assets
2022 1 35 $10M
2023 1 36 $13M
2024 1 38 $16M

Shea & Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN204746707
Plan Effective Date2007-09-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Shea & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Shea & Company, LLC 401(k) Plan, Total assets ($B): 0.016481148 · Participants: 38Shea & Company, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Shea & Company, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shea & Company, LLC 401(k) Plan side-by-side with 3 peers →

Shea & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Brownell Talbot School DC Retirement Plan in NE ($16M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); 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 Shea & Company, LLC 401(k) Plan assets move in 2024? ▼
Shea & Company, LLC 401(k) Plan grew sharply - up 25.6% during 2024, from $13M to $16M. Reported net income was $3M.
How have Shea & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shea & Company, LLC's sponsor-wide assets grew 67.4%, from $10M to $16M.
Which 401(k) plans are similar in size to Shea & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brownell Talbot School DC Retirement Plan in NE ($16M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Shea & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 204746707.

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.