401(k) · DOL Form 5500 · 2024

The Shubert Organization, Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
317
Participants Below avg headcount
89th
Percentile by assets National rank
$256,817
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shubert 401(k) Savings Plan · Sponsored by The Shubert Organization, Inc. · New York · Real Estate

$81M in assets, 317 participants

The Shubert Organization, Inc.'s Shubert 401(k) Savings Plan reported $81M in total assets and 317 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,424 in Real Estate (4,605 peers)

Coverage in New York

Shubert 401(k) Savings Plan covers 317 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $81M.

#4,424
in Real Estate (4,605 peers)
+14.5%
assets growth YoY
0.8×
vs typical plan assets (national mean)

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

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

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

$81,410,883 Top 11% higher than 89% 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

Shubert 401(k) Savings 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. Shubert 401(k) Savings Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shubert 401(k) Savings Plan end-of-year assets rose from $71M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Shubert 401(k) Savings Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Shubert 401(k) Savings Plan reported participants rose from 308 in the plan year 2023 filing to 317 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132751366 · The Shubert Organization, Inc. PY 2024 · 401(k)

Shubert 401(k) Savings Plan · $81M · 317 · 89th

  • NET $81M
  • BOOK 317
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Atlanta Braves 401(k) Plan
  • EBSA ind #4424

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 New York →

Shubert 401(k) Savings Plan in the asset neighbourhood

Farmers Mutual 401(k) Savings PlanFarmers Mutual 401(k) Saving…$81MYear Up, Inc. 401(k) Plan$81MShubert 401(k) Savings Plan$81MAtlanta Braves 401(k) Plan$81MTroy Design & Manufacturing Co. 401(k) PlanTroy Design & Manufacturing …$81M
End-of-year total assets ($M) among Shubert 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$81M
Net Income$10M
Employer EIN132751366
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shubert Organization, Inc.)

Sponsor-wide plan assets over time

All The Shubert Organization, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 60.836507445216206% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $208M $81.4M ▼ -60.8%
Year Plans Participants Total Assets
2022 2 374 $208M
2023 2 461 $253M
2024 1 317 $81M

Nearby 401(k) Plans in New York

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

Shubert 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shubert 401(k) Savings Plan, Total assets ($B): 0.081410883 · Participants: 317Shubert 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Shubert 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shubert 401(k) Savings Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Atlanta Braves 401(k) Plan in GA ($81M); by covered participants it is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($81M here).

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Shubert 401(k) Savings Plan assets move in 2024? ▼
Shubert 401(k) Savings Plan grew at a solid clip - up 14.5% during 2024, from $71M to $81M. Reported net income was $10M.
How have The Shubert Organization, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shubert Organization, Inc.'s sponsor-wide assets declined 60.8%, from $208M to $81M.
Where does Shubert 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shubert 401(k) Savings Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shubert 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlanta Braves 401(k) Plan in GA ($81M, 1,141 participants).
Which 401(k) plans cover a similar participant headcount to Shubert 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ace Industries, Inc. 401(k) Profit Sharing Plan in GA (317 participants, $17M 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 132751366.

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.