401(k) · DOL Form 5500 · 2024

Shifamed, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
333
Participants Below avg headcount
71st
Percentile by assets National rank
$62,142
Avg per participant Low balance/head
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Official DOL plan name: Shifamed LLC 401(k) Profit Sharing Plan · Sponsored by Shifamed, LLC · California · Professional & Technical Services

$21M in assets, 333 participants

Shifamed, LLC's Shifamed LLC 401(k) Profit Sharing Plan reported $21M in total assets and 333 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,162 in Professional & Technical Services (20,173 peers)

Shifamed, LLC multi-year trail

Shifamed, LLC's plans moved +152.9% in assets from 2022 to 2024; this filing shows Shifamed LLC 401(k) Profit Sharing Plan at $21M / 333 participants.

#14,162
in Professional & Technical Services (20,173 peers)
+58.2%
assets growth YoY

Shifamed LLC 401(k) Profit Sharing Plan's outsized position by total assets

Shifamed LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,693,328 Top 29% higher than 71% 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

Shifamed LLC 401(k) Profit Sharing 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. Shifamed LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shifamed LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Shifamed LLC 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Shifamed LLC 401(k) Profit Sharing Plan reported participants rose from 235 in the plan year 2023 filing to 333 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800168798 · Shifamed, LLC PY 2024 · 401(k)

Shifamed LLC 401(k) Profit Sharing Plan · $21M · 333 · 71st

  • TYPE $21M
  • NET 333
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Zoltek Corporation Savings & Profit Sharing Plan
  • SCH ind #14162

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 Professional & Technical Services retirement plans → · Plans in California →

Shifamed LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Shifamed LLC 401(k) Profit Sharing PlanShifamed LLC 401(k) Profit S…$21MZoltek Corporation Savings & Profit Sharing PlanZoltek Corporation Savings &…$21MCobre Valley Regional Medical Center 401(k) Profit Sharing PlanCobre Valley Regional Medica…$21MConcept Solutions, LLC 401(k) Profit Sharing Plan & TrustConcept Solutions, LLC 401(k…$21MKingspan Insulation LLC 401(k) PlanKingspan Insulation LLC 401(…$21M
End-of-year total assets ($M) among Shifamed LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Shifamed, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shifamed, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 152.8883849043682% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $8.18M $20.7M ▲ +152.9%
Year Plans Participants Total Assets
2022 1 171 $8M
2023 1 235 $13M
2024 1 333 $21M

Shifamed, LLC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$21M
Net Income$8M
Employer EIN800168798
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Shifamed LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shifamed LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.020693328 · Participants: 333Shifamed LLC 401(k) Profit Sharing 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
Shifamed LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shifamed LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shifamed LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Zoltek Corporation Savings & Profit Sharing Plan in MO ($21M); by covered participants it is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Shifamed LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Shifamed LLC 401(k) Profit Sharing Plan surged - up 58.2% during 2024, from $13M to $21M. Reported net income was $8M.
How have Shifamed, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shifamed, LLC's sponsor-wide assets grew 152.9%, from $8M to $21M.
Which 401(k) plans are similar in size to Shifamed LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zoltek Corporation Savings & Profit Sharing Plan in MO ($21M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Shifamed LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrall Enterprises, Inc. Employee Savings Plan in IL (333 participants, $80M 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 800168798.

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.