401(k) · DOL Form 5500 · 2024

Shed Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
6
Participants Small participant base
28th
Percentile by assets National rank
$295,082
Avg per participant High balance/head
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Official DOL plan name: Shed Capital, Inc. Retirement Plan · Sponsored by Shed Capital, Inc. · New Jersey · Wholesale Trade

$2M in assets, 6 participants

Shed Capital, Inc.'s Shed Capital, Inc. Retirement Plan reported $2M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #1,048 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Shed Capital, Inc. Retirement Plan holds $2M for 6 participants - about $295,082 per participant, in the lower half of filed plans by assets.

#1,048
in Wholesale Trade (6,080 peers)
-1.6%
assets change YoY

The plan reported a net loss of $28K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shed Capital, Inc. Retirement Plan among the smaller filed plans by assets

Shed Capital, Inc. Retirement Plan vs every filed plan by assets

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

$1,770,489 28th percentile higher than 28% 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

Shed Capital, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shed Capital, Inc. Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shed Capital, Inc. Retirement Plan reported net income fell from $149K in the plan year 2023 filing to -$28K in the plan year 2024 filing.
  • Shed Capital, Inc. Retirement Plan reported participants fell from 15 in the plan year 2023 filing to 6 in the plan year 2024 filing.
  • Shed Capital, Inc. Retirement Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 813507270 · Shed Capital, Inc. PY 2024 · 401(k)

Shed Capital, Inc. Retirement Plan · $2M · 6 · 28th

  • PHOTO $2M
  • IND 6
  • EOY 28th
  • 5500 401(k)
  • ASSETS near James W. Logeman, Dds Ms Inc 401-K Plan
  • PCT ind #1048

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Shed Capital, Inc. Retirement Plan in the asset neighbourhood

Shed Capital, Inc. Retirement PlanShed Capital, Inc. Retiremen…$2MJames W. Logeman, Dds Ms Inc 401-K PlanJames W. Logeman, Dds Ms Inc…$2MShoemaker & Besser Insurance Group, Inc. 401(k) PlanShoemaker & Besser Insurance…$2MCorvee Practice Development, LLC 401(k) PlanCorvee Practice Development,…$2MRosemary Johnson & Associates Clinic Inc. 401(k) PlanRosemary Johnson & Associate…$2M
End-of-year total assets ($M) among Shed Capital, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$28K
Employer EIN813507270
Plan Effective Date2016-08-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Shed Capital, Inc.)

Sponsor-wide plan assets over time

All Shed Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.297096324362258% vs 2022
2024 filing year
$1.6M$1.65M$1.7M$1.75M$1.8M$1.85M 202220232024 $1.65M $1.77M ▲ +7.3%
Year Plans Participants Total Assets
2022 1 5 $2M
2023 1 15 $2M
2024 1 6 $2M

Nearby 401(k) Plans in New Jersey

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

Shed Capital, Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Shed Capital, Inc. Retirement Plan, Total assets ($B): 0.001770489 · Participants: 6Shed Capital, Inc. Retirement PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Shed Capital, Inc. Retirement Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Shed Capital, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is James W. Logeman, Dds Ms Inc 401-K Plan in OH ($2M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Shed Capital, Inc. Retirement Plan assets move in 2024?
Shed Capital, Inc. Retirement Plan edged down modestly - down 1.6% during 2024, from $2M to $2M. Reported net income was -$28K.
How have Shed Capital, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shed Capital, Inc.'s sponsor-wide assets grew 7.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Shed Capital, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is James W. Logeman, Dds Ms Inc 401-K Plan in OH ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Shed Capital, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 participants, N/A in assets).