401(k) · DOL Form 5500 · 2024

Shared Operating Services LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
275
Participants Below avg headcount
59th
Percentile by assets National rank
$42,302
Avg per participant Low balance/head
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Official DOL plan name: Shared Operating Services 401(k) Plan · Sponsored by Shared Operating Services LLC · Connecticut · Food Services & Accommodation

$12M in assets, 275 participants

Shared Operating Services LLC's Shared Operating Services 401(k) Plan reported $12M in total assets and 275 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,168 in Food Services & Accommodation (3,672 peers)

Coverage in Connecticut

Shared Operating Services 401(k) Plan covers 275 participants in Connecticut, about 38% of the average Connecticut filer (state average ~718 per filing). Assets: $12M.

#3,168
in Food Services & Accommodation (3,672 peers)
+27.6%
assets growth YoY

Shared Operating Services 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Shared Operating Services 401(k) Plan vs every filed plan by assets

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

$11,632,992 Top 41% higher than 59% 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

Shared Operating Services 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. Shared Operating Services 401(k) Plan sits mid-pack in the medium band (275 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shared Operating Services 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shared Operating Services 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Shared Operating Services 401(k) Plan reported participants fell from 342 in the plan year 2023 filing to 275 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030378861 · Shared Operating Services LLC PY 2024 · 401(k)

Shared Operating Services 401(k) Plan · $12M · 275 · 59th

  • 5500 $12M
  • ASSETS 275
  • PCT 59th
  • EIN 401(k)
  • RANK near Petroleum Wholesale LP 401(k) Profit Sharing Plan
  • PHOTO ind #3168

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 Connecticut →

Shared Operating Services 401(k) Plan in the asset neighbourhood

Shared Operating Services 401(k) PlanShared Operating Services 40…$12MPetroleum Wholesale LP 401(k) Profit Sharing PlanPetroleum Wholesale LP 401(k…$12MBankchampaign NA 401(k) Profit Sharing PlanBankchampaign NA 401(k) Prof…$12MDenali Staffing 401(k) Plan$12MMag Instrument, Inc. Profit Sharing PlanMag Instrument, Inc. Profit …$12M
End-of-year total assets ($M) among Shared Operating Services 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN030378861
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Operating Services LLC)

Sponsor-wide plan assets over time

All Shared Operating Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 51.26753124015405% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.69M $11.6M ▲ +51.2%
Year Plans Participants Total Assets
2022 1 258 $8M
2023 1 342 $9M
2024 1 275 $12M

Nearby 401(k) Plans in Connecticut

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

Shared Operating Services 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shared Operating Services 401(k) Plan, Total assets ($B): 0.011632992 · Participants: 275Shared Operating Services 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Shared Operating Services 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Shared Operating Services 401(k) Plan side-by-side with 3 peers →

Shared Operating Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Petroleum Wholesale LP 401(k) Profit Sharing Plan in TX ($12M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Shared Operating Services 401(k) Plan assets move in 2024? ▼
Shared Operating Services 401(k) Plan grew sharply - up 27.6% during 2024, from $9M to $12M. Reported net income was $3M.
How have Shared Operating Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shared Operating Services LLC's sponsor-wide assets grew 51.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Shared Operating Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Petroleum Wholesale LP 401(k) Profit Sharing Plan in TX ($12M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Shared Operating Services 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (275 participants, $43M 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 030378861.

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.