401(k) · DOL Form 5500 · 2024

Shorewest Realtors, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
171
Participants Small participant base
80th
Percentile by assets National rank
$205,683
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shorewest Realtors, Inc. 401(k) Savings Plan · Sponsored by Shorewest Realtors, Inc. · Wisconsin · Real Estate

$35M in assets, 171 participants

Shorewest Realtors, Inc.'s Shorewest Realtors, Inc. 401(k) Savings Plan reported $35M in total assets and 171 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,183 in Real Estate (4,605 peers)

Coverage in Wisconsin

Shorewest Realtors, Inc. 401(k) Savings Plan covers 171 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $35M.

#4,183
in Real Estate (4,605 peers)
+11.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shorewest Realtors, Inc. 401(k) Savings Plan's outsized position by total assets

Shorewest Realtors, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$35,171,872 Top 20% higher than 80% 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

Shorewest Realtors, Inc. 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. Shorewest Realtors, Inc. 401(k) Savings Plan sits mid-pack in the medium band (171 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shorewest Realtors, Inc. 401(k) Savings Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Shorewest Realtors, Inc. 401(k) Savings Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Shorewest Realtors, Inc. 401(k) Savings Plan reported participants fell from 193 in the plan year 2023 filing to 171 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390804706 · Shorewest Realtors, Inc. PY 2024 · 401(k)

Shorewest Realtors, Inc. 401(k) Savings Plan · $35M · 171 · 80th

  • SCH $35M
  • SCH 171
  • SCH 80th
  • SCH 401(k)
  • SCH near Hallstar Services Corporation Incentive Savings Plan
  • SCH ind #4183

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 Wisconsin →

Shorewest Realtors, Inc. 401(k) Savings Plan in the asset neighbourhood

Shorewest Realtors, Inc. 401(k) Savings PlanShorewest Realtors, Inc. 401…$35MHallstar Services Corporation Incentive Savings PlanHallstar Services Corporatio…$35MCustom Glass Solutions Retirement Savings PlanCustom Glass Solutions Retir…$35MThtbc Retirement Plan$35MBerger Transfer & Storage, Inc. 401(k) Plan and TrustBerger Transfer & Storage, I…$35M
End-of-year total assets ($M) among Shorewest Realtors, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$4M
Employer EIN390804706
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorewest Realtors, Inc.)

Sponsor-wide plan assets over time

All Shorewest Realtors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 20.02114744005993% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.3M $35.2M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 227 $29M
2023 1 193 $31M
2024 1 171 $35M

Nearby 401(k) Plans in Wisconsin

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

Shorewest Realtors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Shorewest Realtors, Inc. 401(k) Savings Plan, Total assets ($B): 0.035171872 · Participants: 171Shorewest Realtors, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Shorewest Realtors, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Shorewest Realtors, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Shorewest Realtors, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hallstar Services Corporation Incentive Savings Plan in IL ($35M); by covered participants it is Life Tech Inc in NJ (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Shorewest Realtors, Inc. 401(k) Savings Plan assets move in 2024? ▼
Shorewest Realtors, Inc. 401(k) Savings Plan grew at a solid clip - up 11.7% during 2024, from $31M to $35M. Reported net income was $4M.
How have Shorewest Realtors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorewest Realtors, Inc.'s sponsor-wide assets grew 20.0%, from $29M to $35M.
Where does Shorewest Realtors, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Shorewest Realtors, Inc. 401(k) Savings Plan ranks in the 80th 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 Shorewest Realtors, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hallstar Services Corporation Incentive Savings Plan in IL ($35M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Shorewest Realtors, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Tech Inc in NJ (171 participants, $60K 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 390804706.

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.