401(k) · DOL Form 5500 · 2024

Shapell Investment Properties 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
160
Participants Small participant base
82nd
Percentile by assets National rank
$264,452
Avg per participant High balance/head
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Official DOL plan name: Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan · Sponsored by Shapell Investment Properties · California · Construction

$42M in assets, 160 participants

Shapell Investment Properties's Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported $42M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #7,280 in Construction (9,039 peers)

Coverage in California

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan covers 160 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $42M.

#7,280
in Construction (9,039 peers)
+14.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$42,312,278 Top 18% higher than 82% 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

Shapell Investment Properties, Inc. 401(k) Profit Sharing 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. Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (160 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported net income rose from $304K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan reported participants rose from 144 in the plan year 2023 filing to 160 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 800958642 · Shapell Investment Properties PY 2024 · 401(k)

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan · $42M · 160 · 82nd

  • IND $42M
  • EOY 160
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Markon, LLC 401(k) Plan
  • EIN ind #7280

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 Construction retirement plans → · Plans in California →

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Markon, LLC 401(k) Plan$42MGolden Touch Imports, Inc. Profit Sharing PlanGolden Touch Imports, Inc. P…$42MOliver Wine Company, Inc. 401(k) PlanOliver Wine Company, Inc. 40…$42MOne Voice Central Texas 403(b) PlanOne Voice Central Texas 403(…$42MShapell Investment Properties, Inc. 401(k) Profit Sharing PlanShapell Investment Propertie…$42M
End-of-year total assets ($M) among Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN800958642
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shapell Investment Properties)

Sponsor-wide plan assets over time

All Shapell Investment Properties plans reported in each filing year

Latest sponsor-wide plan assets
$42M 15.41435737862417% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $36.7M $42.3M ▲ +15.4%
Year Plans Participants Total Assets
2022 1 138 $37M
2023 1 144 $37M
2024 1 160 $42M

Nearby 401(k) Plans in California

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

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.042312278 · Participants: 160Shapell Investment Properties, Inc. 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Markon, LLC 401(k) Plan in VA ($42M); by covered participants it is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $37M to $42M. Reported net income was $5M.
How have Shapell Investment Properties plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shapell Investment Properties's sponsor-wide assets grew 15.4%, from $37M to $42M.
Where does Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan ranks in the 82nd 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 Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Markon, LLC 401(k) Plan in VA ($42M, 288 participants).
Which 401(k) plans cover a similar participant headcount to Shapell Investment Properties, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battlefield Farms, Inc. Profit Sharing Plan in VA (160 participants, N/A 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 800958642.

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.