401(k) · DOL Form 5500 · 2024

Shift, Ppc, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size: 733
Participants Near avg headcount: 81st
Percentile by assets National rank: $51,710
Avg per participant Low balance/head

Official DOL plan name: Shift Digital Retirement Savings Plan · Sponsored by Shift, Ppc, LLC · Michigan · Professional & Technical Services

$38M in assets, 733 participants

Shift, Ppc, LLC's Shift Digital Retirement Savings Plan reported $38M in total assets and 733 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

#16,373 in Professional & Technical Services (20,173 peers)

Where Shift Digital Retirement Savings Plan sits by assets

Shift Digital Retirement Savings Plan sits in the top quartile of all filed plans by assets, $38M for 733 participants (~$51,710/participant), up 18.7% in 2024.

#16,373
in Professional & Technical Services (20,173 peers): +18.7%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Shift Digital Retirement Savings Plan's outsized position by total assets

Shift Digital Retirement Savings Plan vs every filed plan by assets

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

$37,903,319 Top 19% higher than 81% 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

Shift Digital Retirement Savings 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. Shift Digital Retirement Savings Plan sits mid-pack in the medium band (733 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 814726888 · Shift, Ppc, LLC PY 2024 · 401(k)

Shift Digital Retirement Savings Plan · $38M · 733 · 81st

EIN $38M
RANK 733
PHOTO 81st
IND 401(k)
EOY near Arthur H.Thomas Savings & Investment Plan
5500 ind #16373

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 Michigan →

End-of-year total assets ($M) among Shift Digital Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$32M
Net Assets (End of Year)	$38M
Net Income	$6M
Employer EIN	814726888
Plan Effective Date	2008-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Shift Digital Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497

Compare Shift Digital Retirement Savings Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Arthur H.Thomas Savings & Investment Plan in PA ($38M); by covered participants it is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (733 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Arthur H.Thomas Savings & Investment Plan (PA) $38M · 431
Japan Tobacco International U.S.a., Inc. 401(k) Savings Plan (NC) $38M · 305
Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust (NY) $38M · 181
Bp Directsave Plan (TX) $38M · 3,342

Similar participant headcount

Nearest other-state filings by covered participants (733 participants); asset peers above are excluded.

Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan (KY) 733 · 0 off
Columbia Bank Savings and Investment Plan (NJ) 733 · 0 off
Thrifty Payless, Inc. 401(k) Retirement Savings Plan for Collective Bargaining Pharmacists (PA) 733 · 0 off
Cvr Management, LLC 401(k) Plan (MD) 733 · 0 off

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 Shift Digital Retirement Savings Plan assets move in 2024? ▼

Shift Digital Retirement Savings Plan grew sharply - up 18.7% during 2024, from $32M to $38M. Reported net income was $6M.

Where does Shift Digital Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Shift Digital Retirement Savings Plan ranks in the 81st 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 Shift Digital Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Arthur H.Thomas Savings & Investment Plan in PA ($38M, 431 participants).

Which 401(k) plans cover a similar participant headcount to Shift Digital Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Yokohama Industries Americas Inc. Profit Sharing & 401(k) Plan in KY (733 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 814726888.