401(k) · DOL Form 5500 · 2024

Teamshares Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
103
Participants Small participant base
43rd
Percentile by assets National rank
$50,249
Avg per participant Low balance/head
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Official DOL plan name: Teamshares Retirement Plan · Sponsored by Teamshares Inc. · New York · Finance & Insurance

$5M in assets, 103 participants

Teamshares Inc.'s Teamshares Retirement Plan reported $5M in total assets and 103 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,459 in Finance & Insurance (8,549 peers)

Coverage in New York

Teamshares Retirement Plan covers 103 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,459
in Finance & Insurance (8,549 peers)
+16.0%
assets growth YoY

Teamshares Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Teamshares Retirement Plan vs every filed plan by assets

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

$5,175,622 43rd percentile higher than 43% 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

Teamshares Retirement 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. Teamshares Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Teamshares Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $713K in the plan year 2024 filing.
  • Teamshares Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Teamshares Retirement Plan reported participants fell from 119 in the plan year 2023 filing to 103 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364829165 · Teamshares Inc. PY 2024 · 401(k)

Teamshares Retirement Plan · $5M · 103 · 43rd

  • VS-ST $5M
  • BOY 103
  • SCH 43rd
  • EBSA 401(k)
  • PART near Griffin & Howe Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2459

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 Finance & Insurance retirement plans → · Plans in New York →

Teamshares Retirement Plan in the asset neighbourhood

Teamshares Retirement Plan$5MGriffin & Howe Inc 401(k) Profit Sharing Plan & TrustGriffin & Howe Inc 401(k) Pr…$5MCti 401(k) Plan$5MFresh Encounter, Inc. Union 401(k) PlanFresh Encounter, Inc. Union …$5MIfb 401(k) Plan$5M
End-of-year total assets ($M) among Teamshares Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$713K
Employer EIN364829165
Plan Effective Date2023-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teamshares Inc.)

Sponsor-wide plan assets over time

All Teamshares Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.985029308751795% vs 2023
2024 filing year
$4M$4.5M$5M$5.5M 20232024 $4.46M $5.18M ▲ +16.1%
Year Plans Participants Total Assets
2023 1 119 $4M
2024 1 103 $5M

Nearby 401(k) Plans in New York

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

Teamshares Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Teamshares Retirement Plan, Total assets ($B): 0.005175622 · Participants: 103Teamshares Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Teamshares Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Teamshares Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Griffin & Howe Inc 401(k) Profit Sharing Plan & Trust in NJ ($5M); by covered participants it is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Teamshares Retirement Plan assets move in 2024? ▼
Teamshares Retirement Plan grew sharply - up 16.0% during 2024, from $4M to $5M. Reported net income was $713K.
How have Teamshares Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Teamshares Inc.'s sponsor-wide assets grew 16.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Teamshares Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Griffin & Howe Inc 401(k) Profit Sharing Plan & Trust in NJ ($5M, 148 participants).
Which 401(k) plans cover a similar participant headcount to Teamshares Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chrysalis House Inc 401(k) Profit Sharing Plan & Trust in MD (103 participants, $207K 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 364829165.

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.