Profit Sharing · DOL Form 5500 · 2024

Shea Property Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$800K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$400,070
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shea Property Holdings Inc. Retirement Plan · Sponsored by Shea Property Holdings Inc. · Vermont · Real Estate

$800K in assets, 2 participants

Shea Property Holdings Inc.'s Shea Property Holdings Inc. Retirement Plan reported $800K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,716 in Real Estate (4,605 peers)

Shea Property Holdings Inc. multi-year trail

Shea Property Holdings Inc.'s plans moved +26.5% in assets from 2022 to 2024; this filing shows Shea Property Holdings Inc. Retirement Plan at $800K / 2 participants.

#1,716
in Real Estate (4,605 peers)
+0.0%
assets growth YoY

Shea Property Holdings Inc. Retirement Plan among the smaller filed plans by assets

Shea Property Holdings Inc. Retirement Plan vs every filed plan by assets

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

$800,140 21st percentile higher than 21% 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 Property Holdings 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. Shea Property Holdings Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shea Property Holdings Inc. Retirement Plan reported net income fell from $168K in the plan year 2023 filing to $6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 871301494 · Shea Property Holdings Inc. PY 2024 · Profit Sharing

Shea Property Holdings Inc. Retirement Plan · $800K · 2 · 21st

  • ASSETS $800K
  • PCT 2
  • EIN 21st
  • RANK Profit Sharing
  • PHOTO near The Porter Family Holdings of Michigan Inc. Retirement Plan
  • IND ind #1716

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 Real Estate retirement plans → · Plans in Vermont →

Shea Property Holdings Inc. Retirement Plan in the asset neighbourhood

Shea Property Holdings Inc. Retirement PlanShea Property Holdings Inc. …$800KThe Porter Family Holdings of Michigan Inc. Retirement PlanThe Porter Family Holdings o…$800KNobsmarina Inc. Retirement PlanNobsmarina Inc. Retirement P…$800KJohn Larkin Sole Proprietor Profit Sharing PlanJohn Larkin Sole Proprietor …$800KJasdar Inc. Retirement Plan$800K
End-of-year total assets ($M) among Shea Property Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Shea Property Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shea Property Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$800K 26.509348195580852% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.8M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 2 $632K
2023 1 2 $800K
2024 1 2 $800K

Shea Property Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)$800K
Net Assets (End of Year)$800K
Net Income$6
Employer EIN871301494
Plan Effective Date2021-06-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Vermont

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Shea Property Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Shea Property Holdings Inc. Retirement Plan, Total assets ($M): 0.80014 · Participants: 2Shea Property Holdings Inc. Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 110.259394 · Participants: 1261Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 30.02594 · Participants: 176Burr and Burton Academy 403(b)PlanThe Putney School 403-B Plan, Total assets ($M): 21.179744 · Participants: 88The Putney School 403-B PlanUniversity of Vermont Foundation 403(b) Plan, Total assets ($M): 16.698718 · Participants: 81University of Vermont Foundation 403(b) PlanVermont Housing & Conservation Board Profit Sharing Plan, Total assets ($M): 8.190601 · Participants: 49Vermont Housing & Conservation Board Profit Sharing Plan
Shea Property Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Shea Property Holdings Inc. Retirement Plan side-by-side with 3 peers →

Shea Property Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is The Porter Family Holdings of Michigan Inc. Retirement Plan in MI ($800K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Property Holdings Inc. Retirement Plan assets move in 2024? ▼
Shea Property Holdings Inc. Retirement Plan held essentially flat - up 0.0% during 2024, from $800K to $800K. Reported net income was $6.
How have Shea Property Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shea Property Holdings Inc.'s sponsor-wide assets grew 26.5%, from $632K to $800K.
Where does Shea Property Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Shea Property Holdings Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Shea Property Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Porter Family Holdings of Michigan Inc. Retirement Plan in MI ($800K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Shea Property Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 871301494.

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.