401(k) · DOL Form 5500 · 2024
Shurtape Technologies LLC 401(k) Plan
Data updated 2026-08-25
- $141M
- Total assets Near avg plan size
- 1,262
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $111,636
- Avg per participant Below avg balance/head
Official DOL plan name: The Shurtape Technologies Profit Sharing and Retirement Savings Plan · Sponsored by Shurtape Technologies LLC · North Carolina · Manufacturing
$141M in assets, 1,262 participants
Shurtape Technologies LLC's The Shurtape Technologies Profit Sharing and Retirement Savings Plan reported $141M in total assets and 1,262 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,795 in Manufacturing (17,777 peers)
Where The Shurtape Technologies Profit Sharing and Retirement Savings Plan sits by assets
The Shurtape Technologies Profit Sharing and Retirement Savings Plan sits in the top 10% of all filed plans by assets, $141M for 1,262 participants (~$111,636/participant), up 22.6% in 2024.
- #15,795
- in Manufacturing (17,777 peers)
- +22.6%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
The Shurtape Technologies Profit Sharing and Retirement Savings Plan's outsized position by total assets
The Shurtape Technologies Profit Sharing and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$140,884,785 Top 7% higher than 93% 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
The Shurtape Technologies Profit Sharing and Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shurtape Technologies Profit Sharing and Retirement Savings Plan lands in the large band (1,262 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan end-of-year assets rose from $115M in the plan year 2023 filing to $141M in the plan year 2024 filing.
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan reported participants fell from 1,350 in the plan year 2023 filing to 1,262 in the plan year 2024 filing.
- The Shurtape Technologies Profit Sharing and Retirement Savings Plan reported net income fell from $17M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561941023 · Shurtape Technologies LLC PY 2024 · 401(k)
The Shurtape Technologies Profit Sharing and Retirement Savings Plan · $141M · 1,262 · 93rd
- VS-ST $141M
- VS-ST 1,262
- VS-ST 93rd
- VS-ST 401(k)
- VS-ST near Vista Equity Partners Management, LLC Retirement Plan
- VS-ST ind #15795
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 Manufacturing retirement plans → · Plans in North Carolina →
The Shurtape Technologies Profit Sharing and Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $141M |
| Net Income | $17M |
| Employer EIN | 561941023 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shurtape Technologies LLC)
Sponsor-wide plan assets over time
All Shurtape Technologies LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 44.47252021515994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,372 | $98M |
| 2023 | 1 | 1,350 | $115M |
| 2024 | 1 | 1,262 | $141M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
The Shurtape Technologies Profit Sharing and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Vista Equity Partners Management, LLC Retirement Plan in CA ($141M); by covered participants it is Ultradent Products, Inc. 401(k) Plan in UT (1,262 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($141M here).
- Vista Equity Partners Management, LLC Retirement Plan (CA) $141M · 591
- The Individual Retirement Plan of Riverstone Resources LLC (NH) $141M · 425
- Genus 401(k) Plan (WI) $141M · 1,269
- Big 5 Sporting Goods Savings and Profit Sharing Plan (CA) $141M · 2,752
Similar participant headcount
Nearest other-state filings by covered participants (1,262 participants); asset peers above are excluded.
- Ultradent Products, Inc. 401(k) Plan (UT) 1,262 · 0 off
- Orix Corporation USA Savings and Investment Plan (TX) 1,262 · 0 off
- East West Resorts, LLC Savings and Retirement Plan (CO) 1,262 · 0 off
- Flight Centre Travel Group (USA) Inc 401(k) Plan (NJ) 1,262 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.