401(k) · DOL Form 5500 · 2024

Sh Group Operations, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,739
Participants Near avg headcount
76th
Percentile by assets National rank
$16,209
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sh Group Retirement Savings Plan · Sponsored by Sh Group Operations, LLC · Florida · Food Services & Accommodation

$28M in assets, 1,739 participants

Sh Group Operations, LLC's Sh Group Retirement Savings Plan reported $28M in total assets and 1,739 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #3,439 in Food Services & Accommodation (3,672 peers)

Coverage in Florida

Sh Group Retirement Savings Plan covers 1,739 participants in Florida, 2.8x the typical Florida plan (state average ~628 per filing). Assets: $28M.

#3,439
in Food Services & Accommodation (3,672 peers)
+39.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sh Group Retirement Savings Plan's outsized position by total assets

Sh Group Retirement Savings Plan vs every filed plan by assets

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

$28,186,951 Top 24% higher than 76% 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

Sh Group Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sh Group Retirement Savings Plan lands in the large band (1,739 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sh Group Retirement Savings Plan reported participants rose from 1,177 in the plan year 2023 filing to 1,739 in the plan year 2024 filing.
  • Sh Group Retirement Savings Plan end-of-year assets rose from $20M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Sh Group Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264006966 · Sh Group Operations, LLC PY 2024 · 401(k)

Sh Group Retirement Savings Plan · $28M · 1,739 · 76th

  • PHOTO $28M
  • PHOTO 1,739
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Macneill Pride Group Corp Dba Gathr Outdoors 401(k) Plan
  • PHOTO ind #3439

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Sh Group Retirement Savings Plan in the asset neighbourhood

Sh Group Retirement Savings PlanSh Group Retirement Savings …$28MMacneill Pride Group Corp Dba Gathr Outdoors 401(k) PlanMacneill Pride Group Corp Db…$28MSalud Family Health Employee Contribution 403(b) PlanSalud Family Health Employee…$28MEnergy Recovery, Inc. 401(k) PlanEnergy Recovery, Inc. 401(k)…$28MLakeshore Recycling Systems 401(k) PlanLakeshore Recycling Systems …$28M
End-of-year total assets ($M) among Sh Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN264006966
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sh Group Operations, LLC)

Sponsor-wide plan assets over time

All Sh Group Operations, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 39.33418145734504% vs 2023
2024 filing year
$15M$20M$25M$30M 20232024 $20.2M $28.2M ▲ +39.3%
Year Plans Participants Total Assets
2023 1 1,177 $20M
2024 1 1,739 $28M

Nearby 401(k) Plans in Florida

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

Sh Group Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sh Group Retirement Savings Plan, Total assets ($B): 0.028186951 · Participants: 1739Sh Group Retirement Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sh Group Retirement Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sh Group Retirement Savings Plan side-by-side with 3 peers →

Sh Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Macneill Pride Group Corp Dba Gathr Outdoors 401(k) Plan in ME ($28M); by covered participants it is Alzheimer's Association Retirement and Savings Plan in IL (1,739 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,739 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 Sh Group Retirement Savings Plan assets move in 2024? ▼
Sh Group Retirement Savings Plan surged - up 39.3% during 2024, from $20M to $28M. Reported net income was $8M.
How have Sh Group Operations, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Sh Group Operations, LLC's sponsor-wide assets grew 39.3%, from $20M to $28M.
Where does Sh Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Sh Group Retirement Savings Plan ranks in the 76th 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 Sh Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Macneill Pride Group Corp Dba Gathr Outdoors 401(k) Plan in ME ($28M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Sh Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alzheimer's Association Retirement and Savings Plan in IL (1,739 participants, $277M 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 264006966.

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.