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
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
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.
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
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$28K |
| Employer EIN | 813507270 |
| Plan Effective Date | 2016-08-08 |
| Filing Status | FILING 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
| 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.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.