401(k) · DOL Form 5500 · 2024
Shared Services, LLC 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $150,241
- Avg per participant Above avg balance/head
Official DOL plan name: Shared Services 401(k) Plan · Sponsored by Shared Services, LLC · Ohio · Professional & Technical Services
$21M in assets, 138 participants
Shared Services, LLC's Shared Services 401(k) Plan reported $21M in total assets and 138 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #14,171 in Professional & Technical Services (20,173 peers)
Coverage in Ohio
Shared Services 401(k) Plan covers 138 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $21M.
- #14,171
- in Professional & Technical Services (20,173 peers)
- +27.3%
- assets growth YoY
Shared Services 401(k) Plan's outsized position by total assets
Shared Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,733,294 Top 29% higher than 71% 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
Shared Services 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shared Services 401(k) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shared Services 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Shared Services 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Shared Services 401(k) Plan reported participants fell from 140 in the plan year 2023 filing to 138 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 465302568 · Shared Services, LLC PY 2024 · 401(k)
Shared Services 401(k) Plan · $21M · 138 · 71st
- 5500 $21M
- 5500 138
- 5500 71st
- 5500 401(k)
- 5500 near Foodscience, LLC 401(k) Profit Sharing Plan
- 5500 ind #14171
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 Ohio →
Shared Services 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 465302568 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shared Services, LLC)
Sponsor-wide plan assets over time
All Shared Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 69.52824343168116% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 122 | $12M |
| 2023 | 1 | 140 | $16M |
| 2024 | 1 | 138 | $21M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Shared Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Foodscience, LLC 401(k) Profit Sharing Plan in VT ($21M); by covered participants it is Budney Overhaul & Repair, Ltd Employee Retirement Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Foodscience, LLC 401(k) Profit Sharing Plan (VT) $21M · 202
- Dermatology, Inc. Cash or Deferred Profit Sharing Plan (IN) $21M · 86
- Currie & Brown, Inc. 401(k) Plan (NJ) $21M · 256
- Ps Logistics 401(k) Plan (AL) $21M · 3,593
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Budney Overhaul & Repair, Ltd Employee Retirement Plan (CT) 138 · 0 off
- Quality Dealerships 401(k) Profit Sharing Plan (NM) 138 · 0 off
- Exceptional Foresters Inc. 401(k) Plan (WA) 138 · 0 off
- Ae Logistics 401(k) & Psp (LA) 138 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.