401(k) · DOL Form 5500 · 2024

Trendline Interactive LLC Dba Shift Paradigm 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
144
Participants Small participant base
52nd
Percentile by assets National rank
$59,469
Avg per participant Low balance/head
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Official DOL plan name: Shift Paradigm 401(k) Plan · Sponsored by Trendline Interactive LLC Dba Shift Paradigm · Texas · Professional & Technical Services

$9M in assets, 144 participants

Trendline Interactive LLC Dba Shift Paradigm's Shift Paradigm 401(k) Plan reported $9M in total assets and 144 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,203 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Shift Paradigm 401(k) Plan covers 144 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $9M.

#10,203
in Professional & Technical Services (20,173 peers)
+46.6%
assets growth YoY

Shift Paradigm 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shift Paradigm 401(k) Plan vs every filed plan by assets

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

$8,563,504 Top 48% higher than 52% 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

Shift Paradigm 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. Shift Paradigm 401(k) Plan sits mid-pack in the medium band (144 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shift Paradigm 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Shift Paradigm 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Shift Paradigm 401(k) Plan reported participants fell from 187 in the plan year 2023 filing to 144 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273334784 · Trendline Interactive LLC Dba Shift Paradigm PY 2024 · 401(k)

Shift Paradigm 401(k) Plan · $9M · 144 · 52nd

  • PHOTO $9M
  • PHOTO 144
  • PHOTO 52nd
  • PHOTO 401(k)
  • PHOTO near Energy Laboratories, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #10203

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 Texas →

Shift Paradigm 401(k) Plan in the asset neighbourhood

Shift Paradigm 401(k) Plan$9MEnergy Laboratories, Inc. 401(k) Profit Sharing PlanEnergy Laboratories, Inc. 40…$9MSms Holdings Corp. 401(k) Savings PlanSms Holdings Corp. 401(k) Sa…$9MH. John Feldman, P. a. Retirement PlanH. John Feldman, P. a. Retir…$9MTfs, Ltd. 401(k) Plan$9M
End-of-year total assets ($M) among Shift Paradigm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN273334784
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trendline Interactive LLC Dba Shift Paradigm)

Sponsor-wide plan assets over time

All Trendline Interactive LLC Dba Shift Paradigm plans reported in each filing year

Latest sponsor-wide plan assets
$9M 141.36368799371584% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.55M $8.56M ▲ +141.1%
Year Plans Participants Total Assets
2022 1 190 $4M
2023 1 187 $6M
2024 1 144 $9M

Nearby 401(k) Plans in Texas

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

Shift Paradigm 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shift Paradigm 401(k) Plan, Total assets ($B): 0.008563504 · Participants: 144Shift Paradigm 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shift Paradigm 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shift Paradigm 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Energy Laboratories, Inc. 401(k) Profit Sharing Plan in MT ($9M); by covered participants it is Boone Drugs, Inc. Savings Plus Plan in NC (144 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Shift Paradigm 401(k) Plan assets move in 2024? ▼
Shift Paradigm 401(k) Plan surged - up 46.6% during 2024, from $6M to $9M. Reported net income was $1M.
How have Trendline Interactive LLC Dba Shift Paradigm plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trendline Interactive LLC Dba Shift Paradigm's sponsor-wide assets grew 141.4%, from $4M to $9M.
Which 401(k) plans are similar in size to Shift Paradigm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Laboratories, Inc. 401(k) Profit Sharing Plan in MT ($9M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Shift Paradigm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Boone Drugs, Inc. Savings Plus Plan in NC (144 participants, $11M 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 273334784.

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.