401(k) · DOL Form 5500 · 2024

Shiftkey, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
292
Participants Below avg headcount
76th
Percentile by assets National rank
$94,269
Avg per participant Below avg balance/head
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Official DOL plan name: Shiftkey, LLC 401(k) Plan · Sponsored by Shiftkey, LLC · Texas · Professional & Technical Services

$28M in assets, 292 participants

Shiftkey, LLC's Shiftkey, LLC 401(k) Plan reported $28M in total assets and 292 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,318 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Shiftkey, LLC 401(k) Plan covers 292 participants in Texas, about 42% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#15,318
in Professional & Technical Services (20,173 peers)
+176.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shiftkey, LLC 401(k) Plan's outsized position by total assets

Shiftkey, LLC 401(k) Plan vs every filed plan by assets

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

$27,526,663 Top 24% higher than 76% 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

Shiftkey, LLC 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. Shiftkey, LLC 401(k) Plan sits mid-pack in the medium band (292 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shiftkey, LLC 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Shiftkey, LLC 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Shiftkey, LLC 401(k) Plan reported participants fell from 369 in the plan year 2023 filing to 292 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 813148615 · Shiftkey, LLC PY 2024 · 401(k)

Shiftkey, LLC 401(k) Plan · $28M · 292 · 76th

  • VS-ST $28M
  • VS-ST 292
  • VS-ST 76th
  • VS-ST 401(k)
  • VS-ST near Dvl Group 401(k) Plan
  • VS-ST ind #15318

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 Professional & Technical Services retirement plans → · Plans in Texas →

Shiftkey, LLC 401(k) Plan in the asset neighbourhood

Shiftkey, LLC 401(k) Plan$28MDvl Group 401(k) Plan$28MNorth Country Healthcare, Inc. 401(k) Retirement PlanNorth Country Healthcare, In…$28MVista Higher Learning, Inc. 401(k) PlanVista Higher Learning, Inc. …$28MReply, Inc. and Its U.S. Subsidiaries 401(k) PlanReply, Inc. and Its U.S. Sub…$28M
End-of-year total assets ($M) among Shiftkey, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$28M
Net Income$8M
Employer EIN813148615
Plan Effective Date2022-05-18
Filing StatusFILING RECEIVED

Sponsor Plan History (Shiftkey, LLC)

Sponsor-wide plan assets over time

All Shiftkey, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$28M 681.8233433092037% vs 2022
2024 filing year
$0M$10M$20M$30M 202220232024 $3.52M $27.5M ▲ +682.1%
Year Plans Participants Total Assets
2022 1 101 $4M
2023 1 369 $10M
2024 1 292 $28M

Nearby 401(k) Plans in Texas

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

Shiftkey, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shiftkey, LLC 401(k) Plan, Total assets ($B): 0.027526663 · Participants: 292Shiftkey, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shiftkey, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shiftkey, LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Dvl Group 401(k) Plan in PA ($28M); by covered participants it is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Shiftkey, LLC 401(k) Plan assets move in 2024? ▼
Shiftkey, LLC 401(k) Plan surged - up 176.9% during 2024, from $10M to $28M. Reported net income was $8M.
How have Shiftkey, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shiftkey, LLC's sponsor-wide assets grew 681.8%, from $4M to $28M.
Where does Shiftkey, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Shiftkey, LLC 401(k) Plan ranks in the 76th 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 Shiftkey, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dvl Group 401(k) Plan in PA ($28M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Shiftkey, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN (292 participants, $13M 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 813148615.

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.