401(k) · DOL Form 5500 · 2024

Shore Capital Partners Management LP 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
147
Participants Small participant base
57th
Percentile by assets National rank
$71,361
Avg per participant Below avg balance/head
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Official DOL plan name: Shore Capital Partners Management, LP Retirement Savings Plan · Sponsored by Shore Capital Partners Management LP · Illinois · Finance & Insurance

$10M in assets, 147 participants

Shore Capital Partners Management LP's Shore Capital Partners Management, LP Retirement Savings Plan reported $10M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,476 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Shore Capital Partners Management, LP Retirement Savings Plan covers 147 participants in Illinois, about 19% of the average Illinois filer (state average ~779 per filing). Assets: $10M.

#3,476
in Finance & Insurance (8,549 peers)
+54.5%
assets growth YoY

Shore Capital Partners Management, LP Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Shore Capital Partners Management, LP Retirement Savings Plan vs every filed plan by assets

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

$10,490,063 Top 43% higher than 57% 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

Shore Capital Partners Management, LP Retirement 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. Shore Capital Partners Management, LP Retirement Savings Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shore Capital Partners Management, LP Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Shore Capital Partners Management, LP Retirement Savings Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Shore Capital Partners Management, LP Retirement Savings Plan reported participants fell from 169 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 272551508 · Shore Capital Partners Management LP PY 2024 · 401(k)

Shore Capital Partners Management, LP Retirement Savings Plan · $10M · 147 · 57th

  • ASSETS $10M
  • ASSETS 147
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan
  • ASSETS ind #3476

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 Finance & Insurance retirement plans → · Plans in Illinois →

Shore Capital Partners Management, LP Retirement Savings Plan in the asset neighbourhood

Shore Capital Partners Management, LP Retirement Savings PlanShore Capital Partners Manag…$10MJames Kyle Turnbo, Md, Psc 401(k) Profit Sharing PlanJames Kyle Turnbo, Md, Psc 4…$10MThe Disqo 401(k) Plan$10MThe Daube Company Savings and Incentive PlanThe Daube Company Savings an…$10MHoskin & Muir Employees 401(k) Savings PlanHoskin & Muir Employees 401(…$10M
End-of-year total assets ($M) among Shore Capital Partners Management, LP Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN272551508
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shore Capital Partners Management LP)

Sponsor-wide plan assets over time

All Shore Capital Partners Management LP plans reported in each filing year

Latest sponsor-wide plan assets
$10M 166.3609923906022% vs 2022
2024 filing year
$2M$4M$6M$8M$10M$12M 202220232024 $3.94M $10.5M ▲ +166.2%
Year Plans Participants Total Assets
2022 1 113 $4M
2023 1 169 $7M
2024 1 147 $10M

Nearby 401(k) Plans in Illinois

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

Shore Capital Partners Management, LP Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Shore Capital Partners Management, LP Retirement Savings Plan, Total assets ($B): 0.010490063 · Participants: 147Shore Capital Partners Management, LP Retirement Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Shore Capital Partners Management, LP Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Shore Capital Partners Management, LP Retirement Savings Plan side-by-side with 3 peers →

Shore Capital Partners Management, LP Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan in KY ($10M); by covered participants it is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Shore Capital Partners Management, LP Retirement Savings Plan assets move in 2024? ▼
Shore Capital Partners Management, LP Retirement Savings Plan surged - up 54.5% during 2024, from $7M to $10M. Reported net income was $4M.
How have Shore Capital Partners Management LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shore Capital Partners Management LP's sponsor-wide assets grew 166.4%, from $4M to $10M.
Which 401(k) plans are similar in size to Shore Capital Partners Management, LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is James Kyle Turnbo, Md, Psc 401(k) Profit Sharing Plan in KY ($10M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Shore Capital Partners Management, LP Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sabinal Administrative Services, LLC 401(k) Plan in TX (147 participants, $15M 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 272551508.

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.