401(k) · DOL Form 5500 · 2023

The Shade Store, LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
1,587
Participants Near avg headcount
81st
Percentile by assets National rank
$20,910
Avg per participant Low balance/head
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Official DOL plan name: The Shade Store, LLC 401(k) Plan · Sponsored by The Shade Store, LLC · New York · Retail Trade

$33M in assets, 1,587 participants

The Shade Store, LLC's The Shade Store, LLC 401(k) Plan reported $33M in total assets and 1,587 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,464 in Retail Trade (8,414 peers)

Where The Shade Store, LLC 401(k) Plan sits by assets

The Shade Store, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 1,587 participants (~$20,910/participant), up 30.9% in 2023.

#7,464
in Retail Trade (8,414 peers)
+30.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Shade Store, LLC 401(k) Plan's outsized position by total assets

The Shade Store, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$33,183,754 Top 19% higher than 81% of 127,068 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 2023

The Shade Store, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shade Store, LLC 401(k) Plan lands in the large band (1,587 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Shade Store, LLC 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • The Shade Store, LLC 401(k) Plan reported participants rose from 1,453 in the plan year 2022 filing to 1,587 in the plan year 2023 filing.
  • The Shade Store, LLC 401(k) Plan reported net income fell from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 202342010 · The Shade Store, LLC PY 2023 · 401(k)

The Shade Store, LLC 401(k) Plan · $33M · 1,587 · 81st

  • BOOK $33M
  • VS-ST 1,587
  • BOY 81st
  • SCH 401(k)
  • EBSA near The Statek Smart 401(k) Plan
  • PART ind #7464

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 Retail Trade retirement plans → · Plans in New York →

The Shade Store, LLC 401(k) Plan in the asset neighbourhood

Providers Staffing, Inc. Profit Sharing PlanProviders Staffing, Inc. Pro…$33MThe Statek Smart 401(k) Plan$33MKayser Automotive Group 401(k) PlanKayser Automotive Group 401(…$33MHudson Global, Inc. 401(k) Savings PlanHudson Global, Inc. 401(k) S…$33MThe Shade Store, LLC 401(k) PlanThe Shade Store, LLC 401(k) …$33M
End-of-year total assets ($M) among The Shade Store, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$33M
Net Income$8M
Employer EIN202342010
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shade Store, LLC)

Sponsor-wide plan assets over time

All The Shade Store, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 63.361746778201635% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.4M $41.4M ▲ +63.4%
Year Plans Participants Total Assets
2022 1 1,453 $25M
2023 1 1,587 $33M
2024 1 1,444 $41M

Nearby 401(k) Plans in New York

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

The Shade Store, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Shade Store, LLC 401(k) Plan, Total assets ($B): 0.033183754 · Participants: 1587The Shade Store, LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
The Shade Store, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Shade Store, LLC 401(k) Plan side-by-side with 3 peers →

The Shade Store, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Statek Smart 401(k) Plan in CA ($33M); by covered participants it is Bhe Pipeline Group, LLC Retirement Savings Plan in IA (1,587 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,587 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Shade Store, LLC 401(k) Plan assets move in 2023? ▼
The Shade Store, LLC 401(k) Plan surged - up 30.9% during 2023, from $25M to $33M. Reported net income was $8M.
How have The Shade Store, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shade Store, LLC's sponsor-wide assets grew 63.4%, from $25M to $41M.
Where does The Shade Store, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Shade Store, LLC 401(k) Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Shade Store, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Statek Smart 401(k) Plan in CA ($33M, 233 participants).
Which 401(k) plans cover a similar participant headcount to The Shade Store, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bhe Pipeline Group, LLC Retirement Savings Plan in IA (1,587 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202342010.

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.