401(k) · DOL Form 5500 · 2024
Shorelight, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 231
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $98,352
- Avg per participant Below avg balance/head
Official DOL plan name: Shorelight Retirement Plan · Sponsored by Shorelight, LLC · Massachusetts · Educational Services
$23M in assets, 231 participants
Shorelight, LLC's Shorelight Retirement Plan reported $23M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #2,032 in Educational Services (3,638 peers)
Coverage in Massachusetts
Shorelight Retirement Plan covers 231 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $23M.
- #2,032
- in Educational Services (3,638 peers)
- +25.9%
- assets growth YoY
Shorelight Retirement Plan's outsized position by total assets
Shorelight Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,719,392 Top 27% higher than 73% 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
Shorelight Retirement 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. Shorelight Retirement Plan sits mid-pack in the medium band (231 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shorelight Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Shorelight Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $23M in the plan year 2024 filing.
- Shorelight Retirement Plan reported participants rose from 228 in the plan year 2023 filing to 231 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 462010227 · Shorelight, LLC PY 2024 · 401(k)
Shorelight Retirement Plan · $23M · 231 · 73rd
- EOY $23M
- EOY 231
- EOY 73rd
- EOY 401(k)
- EOY near H Mart 401(k) Plan
- EOY ind #2032
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 Educational Services retirement plans → · Plans in Massachusetts →
Shorelight Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $5M |
| Employer EIN | 462010227 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shorelight, LLC)
Sponsor-wide plan assets over time
All Shorelight, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 57.177318678277715% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 240 | $14M |
| 2023 | 1 | 228 | $18M |
| 2024 | 1 | 231 | $23M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Shorelight Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is H Mart 401(k) Plan in NJ ($23M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- H Mart 401(k) Plan (NJ) $23M · 3,972
- Pss Companies 401(k) Plan (TX) $23M · 469
- J Ranck Electric, Inc. Employees' Profit Sharing Plan (MI) $23M · 106
- Liferay, Inc. 401(k) Profit Sharing Plan (CA) $23M · 235
Similar participant headcount
Nearest other-state filings by covered participants (231 participants); asset peers above are excluded.
- Unitek College Utah, LLC 401(k) Plan (CA) 231 · 0 off
- Bob Barker Company, Inc. 401(k) Plan (NC) 231 · 0 off
- Littleton Coin Company, Inc. Employee Retirement Plan (NH) 231 · 0 off
- Hartfiel Automation, Inc. 401(k) Profit Sharing Plan (MN) 231 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.