401(k) · DOL Form 5500 · 2024

SHOPTIKAL 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
917
Participants Near avg headcount
84th
Percentile by assets National rank
$53,617
Avg per participant Low balance/head
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Official DOL plan name: Shoptikal 401(k) Plan · Sponsored by SHOPTIKAL · Wisconsin · Retail Trade

$49M in assets, 917 participants

SHOPTIKAL's Shoptikal 401(k) Plan reported $49M in total assets and 917 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #7,319 in Retail Trade (8,048 peers)

Where Shoptikal 401(k) Plan sits by assets

Shoptikal 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 917 participants (~$53,617/participant), up 6.9% in 2024.

#7,319
in Retail Trade (8,048 peers)
+6.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shoptikal 401(k) Plan's outsized position by total assets

Shoptikal 401(k) Plan vs every filed plan by assets

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

$49,166,803 Top 16% higher than 84% 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

Shoptikal 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. Shoptikal 401(k) Plan sits mid-pack in the medium band (917 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shoptikal 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shoptikal 401(k) Plan reported participants fell from 1,020 in the plan year 2023 filing to 917 in the plan year 2024 filing.
  • Shoptikal 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $49M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 834387792 · SHOPTIKAL PY 2024 · 401(k)

Shoptikal 401(k) Plan · $49M · 917 · 84th

  • ASSETS $49M
  • ASSETS 917
  • ASSETS 84th
  • ASSETS 401(k)
  • ASSETS near True Capital Partners 401(k) Plan
  • ASSETS ind #7319

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 Retail Trade retirement plans → · Plans in Wisconsin →

Shoptikal 401(k) Plan in the asset neighbourhood

Shoptikal 401(k) Plan$49MTrue Capital Partners 401(k) PlanTrue Capital Partners 401(k)…$49MPietragallo Gordon Alfano Bosick & Raspanti, LLP Salary Reduction Profit Sharing PlanPietragallo Gordon Alfano Bo…$49MU.S. Green Building Council 401(k) PlanU.S. Green Building Council …$49MPrimary Health Medical Group 401(k) PlanPrimary Health Medical Group…$49M
End-of-year total assets ($M) among Shoptikal 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)N/A
Net Income$3M
Employer EIN834387792
Plan Effective Date2019-08-23
Filing StatusFILING RECEIVED

Sponsor Plan History (SHOPTIKAL)

Sponsor-wide plan assets over time

All SHOPTIKAL plans reported in each filing year

Latest sponsor-wide plan assets
$49M 30.017576123867713% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.8M $49.2M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 820 $38M
2023 1 1,020 $46M
2024 1 917 $49M

Nearby 401(k) Plans in Wisconsin

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

Shoptikal 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Shoptikal 401(k) Plan, Total assets ($B): 0.049166803 · Participants: 917Shoptikal 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Shoptikal 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Shoptikal 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is True Capital Partners 401(k) Plan in PA ($49M); by covered participants it is Wesley Enhanced Living Retirement Plan in PA (917 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (917 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 Shoptikal 401(k) Plan assets move in 2024? ▼
Shoptikal 401(k) Plan grew at a solid clip - up 6.9% during 2024, from $46M to $49M. Reported net income was $3M.
How have SHOPTIKAL plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SHOPTIKAL's sponsor-wide assets grew 30.0%, from $38M to $49M.
Where does Shoptikal 401(k) Plan rank by assets among Form 5500 filers? ▼
Shoptikal 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shoptikal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is True Capital Partners 401(k) Plan in PA ($49M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Shoptikal 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wesley Enhanced Living Retirement Plan in PA (917 participants, $31M 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 834387792.

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.