401(k) · DOL Form 5500 · 2024

Shasta Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 237
Participants Below avg headcount: 51st
Percentile by assets National rank: $34,486
Avg per participant Low balance/head

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Official DOL plan name: Shasta Pools 401(k) Plan · Sponsored by Shasta Industries, Inc. · Arizona · Construction

$8M in assets, 237 participants

Shasta Industries, Inc.'s Shasta Pools 401(k) Plan reported $8M in total assets and 237 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#4,513 in Construction (9,039 peers)

Coverage in Arizona

Shasta Pools 401(k) Plan covers 237 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $8M.

#4,513
in Construction (9,039 peers): +3.7%
assets growth YoY

Shasta Pools 401(k) Plan's mid-pack asset rank among Construction and all filers

Shasta Pools 401(k) Plan vs every filed plan by assets

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

$8,173,214 Top 49% higher than 51% 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

Shasta Pools 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. Shasta Pools 401(k) Plan sits mid-pack in the medium band (237 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Shasta Pools 401(k) Plan reported net income fell from $432K in the plan year 2023 filing to $288K in the plan year 2024 filing.
Shasta Pools 401(k) Plan reported participants fell from 263 in the plan year 2023 filing to 237 in the plan year 2024 filing.
Shasta Pools 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 866054268 · Shasta Industries, Inc. PY 2024 · 401(k)

Shasta Pools 401(k) Plan · $8M · 237 · 51st

BOY $8M
SCH 237
EBSA 51st
PART 401(k)
TYPE near Ms Ambrogio North America LLC 401(k) Profit Sharing Plan & Trust
NET ind #4513

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 Construction retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Shasta Pools 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$288K
Employer EIN	866054268
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shasta Industries, Inc.)

Latest sponsor-wide plan assets: $8M 9.80602741787267% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	272	$7M
2023	1	263	$8M
2024	1	237	$8M

Nearby 401(k) Plans in Arizona

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

Shasta Pools 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Shasta Pools 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Ms Ambrogio North America LLC 401(k) Profit Sharing Plan & Trust in ME ($8M); by covered participants it is Mesa Global 401(k) Retirement Plan in NC (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Ms Ambrogio North America LLC 401(k) Profit Sharing Plan & Trust (ME) $8M · 206
True North Medical Group LLC 401(k) Profit Sharing Plan & Trust (PA) $8M · 155
George P. Kalas Funeral Home 401(k) Profit Sharing Plan (MD) $8M · 13
Delta Electronics Mfg Corp. 401(k) Savings Plan (MA) $8M · 134

Similar participant headcount

Nearest other-state filings by covered participants (237 participants); asset peers above are excluded.

Mesa Global 401(k) Retirement Plan (NC) 237 · 0 off
Trax 401(k) Plan (MA) 237 · 0 off
Dellbrook Construction 401(k) Retirement Plan (MA) 237 · 0 off
Tague Lumber, Inc. 401(k) Profit Sharing Plan (PA) 237 · 0 off

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 Shasta Pools 401(k) Plan assets move in 2024? ▼

Shasta Pools 401(k) Plan edged up modestly - up 3.7% during 2024, from $8M to $8M. Reported net income was $288K.

How have Shasta Industries, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shasta Industries, Inc.'s sponsor-wide assets grew 9.8%, from $7M to $8M.

Which 401(k) plans are similar in size to Shasta Pools 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ms Ambrogio North America LLC 401(k) Profit Sharing Plan & Trust in ME ($8M, 206 participants).

Which 401(k) plans cover a similar participant headcount to Shasta Pools 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Mesa Global 401(k) Retirement Plan in NC (237 participants, $8M 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 866054268.