401(k) · DOL Form 5500 · 2024
Shorenstein Realty Services, L.P. 401(k) Plan
Data updated 2026-08-11
- $135M
- Total assets
- 233
- Participants
- 92nd
- Percentile by assets
- $578,736
- Avg per participant
Official DOL plan name: The Shorenstein 401(k) Tax Sheltered Savings Plan · Sponsored by Shorenstein Realty Services, L.P. · California · Real Estate
$135M in assets, 233 participants
Shorenstein Realty Services, L.P.'s The Shorenstein 401(k) Tax Sheltered Savings Plan reported $135M in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #4,501 in Real Estate (4,605 peers)
Coverage in California
The Shorenstein 401(k) Tax Sheltered Savings Plan covers 233 participants in California, about 37% of the average California filer (state average ~630 per filing). Assets: $135M.
- $135M
- total plan assets (2024 EOY)
- 233
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $578,736
- avg assets per participant
Where The Shorenstein 401(k) Tax Sheltered Savings Plan sits by total assets
The Shorenstein 401(k) Tax Sheltered Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$134,845,431 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Shorenstein 401(k) Tax Sheltered Savings Plan reported net income fell from $17M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- The Shorenstein 401(k) Tax Sheltered Savings Plan end-of-year assets rose from $130M in the plan year 2023 filing to $135M in the plan year 2024 filing.
- The Shorenstein 401(k) Tax Sheltered Savings Plan reported participants fell from 241 in the plan year 2023 filing to 233 in the plan year 2024 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. The Shorenstein 401(k) Tax Sheltered Savings Plan reports 233 participants - about 37% of that state average ($135M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $135M |
| Net Income | $5M |
| Employer EIN | 943286598 |
| Plan Effective Date | 1987-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shorenstein Realty Services, L.P.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 250 | $113M |
| 2023 | 1 | 241 | $130M |
| 2024 | 1 | 233 | $135M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Shorenstein 401(k) Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Shorenstein 401(k) Tax Sheltered Savings Plan by total assets, not by location.
- Whitley Penn 401(k) Profit Sharing Plan (TX) $135M · 760
- Hawthorn Medical Associates, LLC Profit Sharing Plan (MA) $135M · 151
- Success Academy Charter Schools Retirement Plan (NY) $135M · 2,358
- Nikon Inc. Employees' Savings and Investment Plan (NY) $135M · 319
Frequently Asked Questions
How did The Shorenstein 401(k) Tax Sheltered Savings Plan assets move in 2024? ▼
How have Shorenstein Realty Services, L.P. plan assets changed over time? ▼
Where does The Shorenstein 401(k) Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼
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Filing takeaways
Ways to act on The Shorenstein 401(k) Tax Sheltered Savings Plan's numbers.
- By total assets, The Shorenstein 401(k) Tax Sheltered Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Shorenstein Realty Services, L.P.'s sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Real Estate plans