401(k) · DOL Form 5500 · 2024

Shorenstein Realty Services, L.P. 401(k) Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
233
Participants Below avg headcount
92nd
Percentile by assets National rank
$578,736
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,501
in Real Estate (4,605 peers)
+3.9%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Shorenstein 401(k) Tax Sheltered Savings Plan's outsized position 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

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

The Shorenstein 401(k) Tax Sheltered 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. The Shorenstein 401(k) Tax Sheltered Savings Plan sits mid-pack in the medium band (233 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943286598 · Shorenstein Realty Services, L.P. PY 2024 · 401(k)

The Shorenstein 401(k) Tax Sheltered Savings Plan · $135M · 233 · 92nd

  • 5500 $135M
  • ASSETS 233
  • PCT 92nd
  • EIN 401(k)
  • RANK near Whitley Penn 401(k) Profit Sharing Plan
  • PHOTO ind #4501

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 California →

The Shorenstein 401(k) Tax Sheltered Savings Plan in the asset neighbourhood

Nikon Inc. Employees' Savings and Investment PlanNikon Inc. Employees' Saving…$135MHawthorn Medical Associates, LLC Profit Sharing PlanHawthorn Medical Associates,…$135MThe Shorenstein 401(k) Tax Sheltered Savings PlanThe Shorenstein 401(k) Tax S…$135MWhitley Penn 401(k) Profit Sharing PlanWhitley Penn 401(k) Profit S…$135MSuccess Academy Charter Schools Retirement PlanSuccess Academy Charter Scho…$135M
End-of-year total assets ($M) among The Shorenstein 401(k) Tax Sheltered Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$135M
Net Income$5M
Employer EIN943286598
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shorenstein Realty Services, L.P.)

Sponsor-wide plan assets over time

All Shorenstein Realty Services, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$135M 19.137310097439865% vs 2022
2024 filing year
$110M$120M$130M$140M 202220232024 $113M $135M ▲ +19.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Shorenstein 401(k) Tax Sheltered Savings Plan, Total assets ($B): 0.134845431 · Participants: 233The Shorenstein 401(k) Tax Sheltered Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Shorenstein 401(k) Tax Sheltered Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Shorenstein 401(k) Tax Sheltered Savings Plan side-by-side with 3 peers →

The Shorenstein 401(k) Tax Sheltered Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Whitley Penn 401(k) Profit Sharing Plan in TX ($135M); by covered participants it is Mccloud Inc. 401(k) Plan in KY (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 The Shorenstein 401(k) Tax Sheltered Savings Plan assets move in 2024? ▼
The Shorenstein 401(k) Tax Sheltered Savings Plan edged up modestly - up 3.9% during 2024, from $130M to $135M. Reported net income was $5M.
How have Shorenstein Realty Services, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorenstein Realty Services, L.P.'s sponsor-wide assets grew 19.1%, from $113M to $135M.
Where does The Shorenstein 401(k) Tax Sheltered Savings Plan rank by assets among Form 5500 filers? ▼
The Shorenstein 401(k) Tax Sheltered Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whitley Penn 401(k) Profit Sharing Plan in TX ($135M, 760 participants).
Which 401(k) plans cover a similar participant headcount to The Shorenstein 401(k) Tax Sheltered Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mccloud Inc. 401(k) Plan in KY (233 participants, $151K 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 943286598.

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.