401(k) · DOL Form 5500 · 2024
Sharel Ventures, L.L.C. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 31st
- Percentile by assets National rank
- $11,573
- Avg per participant Low balance/head
Official DOL plan name: Sharel Ventures, L.L.C. 401(k) Plan · Sponsored by Sharel Ventures, L.L.C. · New York · Food Services & Accommodation
$2M in assets, 194 participants
Sharel Ventures, L.L.C.'s Sharel Ventures, L.L.C. 401(k) Plan reported $2M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.
- #2,431 in Food Services & Accommodation (3,672 peers)
Coverage in New York
Sharel Ventures, L.L.C. 401(k) Plan covers 194 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $2M.
- #2,431
- in Food Services & Accommodation (3,672 peers)
- +17.2%
- assets growth YoY
Sharel Ventures, L.L.C. 401(k) Plan among the smaller filed plans by assets
Sharel Ventures, L.L.C. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,245,237 31st percentile higher than 31% 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
Sharel Ventures, L.L.C. 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. Sharel Ventures, L.L.C. 401(k) Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sharel Ventures, L.L.C. 401(k) Plan reported net income rose from $156K in the plan year 2023 filing to $329K in the plan year 2024 filing.
- Sharel Ventures, L.L.C. 401(k) Plan reported participants rose from 150 in the plan year 2023 filing to 194 in the plan year 2024 filing.
- Sharel Ventures, L.L.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 161512265 · Sharel Ventures, L.L.C. PY 2024 · 401(k)
Sharel Ventures, L.L.C. 401(k) Plan · $2M · 194 · 31st
- SCH $2M
- SCH 194
- SCH 31st
- SCH 401(k)
- SCH near Bassco Services, Inc. 401(k) Plan
- SCH ind #2431
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 New York →
Sharel Ventures, L.L.C. 401(k) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $329K |
| Employer EIN | 161512265 |
| Plan Effective Date | 2004-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharel Ventures, L.L.C.)
Sponsor-wide plan assets over time
All Sharel Ventures, L.L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 27.515510383040017% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 144 | $2M |
| 2023 | 1 | 150 | $2M |
| 2024 | 1 | 194 | $2M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Sharel Ventures, L.L.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Bassco Services, Inc. 401(k) Plan in TX ($2M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- Teamsnap Retirement Savings Plan (IL) 194 · 0 off
- Aphl 401(k) Pension Plan (MD) 194 · 0 off
- Bankprov 401(k) Plan (MA) 194 · 0 off
- Naberhaus Therapy Inc 401(k) Profit Sharing Plan & Trust (MI) 194 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.