401(k) · DOL Form 5500 · 2024

Shaklee Corporation 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
218
Participants Below avg headcount
87th
Percentile by assets National rank
$298,529
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shaklee 401(k) Retirement Savings Plan · Sponsored by Shaklee Corporation · California · Manufacturing

$65M in assets, 218 participants

Shaklee Corporation's Shaklee 401(k) Retirement Savings Plan reported $65M in total assets and 218 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #14,418 in Manufacturing (17,777 peers)

Coverage in California

Shaklee 401(k) Retirement Savings Plan covers 218 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $65M.

#14,418
in Manufacturing (17,777 peers)
+3.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Shaklee 401(k) Retirement Savings Plan's outsized position by total assets

Shaklee 401(k) Retirement Savings Plan vs every filed plan by assets

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

$65,079,332 Top 13% higher than 87% 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

Shaklee 401(k) 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. Shaklee 401(k) Retirement Savings Plan sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shaklee 401(k) Retirement Savings Plan reported net income fell from $9M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Shaklee 401(k) Retirement Savings Plan reported participants fell from 229 in the plan year 2023 filing to 218 in the plan year 2024 filing.
  • Shaklee 401(k) Retirement Savings Plan end-of-year assets rose from $63M in the plan year 2023 filing to $65M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 943389365 · Shaklee Corporation PY 2024 · 401(k)

Shaklee 401(k) Retirement Savings Plan · $65M · 218 · 87th

  • BOY $65M
  • SCH 218
  • EBSA 87th
  • PART 401(k)
  • TYPE near Doctors Without Borders 401(k) Plan
  • NET ind #14418

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 Manufacturing retirement plans → · Plans in California →

Shaklee 401(k) Retirement Savings Plan in the asset neighbourhood

Shaklee 401(k) Retirement Savings PlanShaklee 401(k) Retirement Sa…$65MDoctors Without Borders 401(k) PlanDoctors Without Borders 401(…$65MProfit Sharing Retirement Plan for Employees of Res and KondexProfit Sharing Retirement Pl…$65M401(k) Plan for Employees of Jri401(k) Plan for Employees of…$65MStarnes Davis Florie LLP 401(k) Profit Sharing PlanStarnes Davis Florie LLP 401…$65M
End-of-year total assets ($M) among Shaklee 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$65M
Net Income$2M
Employer EIN943389365
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaklee Corporation)

Sponsor-wide plan assets over time

All Shaklee Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 17.202954104724768% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $67.3M $78.9M ▲ +17.2%
Year Plans Participants Total Assets
2022 2 275 $67M
2023 2 269 $76M
2024 2 256 $79M

Nearby 401(k) Plans in California

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

Shaklee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shaklee 401(k) Retirement Savings Plan, Total assets ($B): 0.065079332 · Participants: 218Shaklee 401(k) Retirement Savings 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
Shaklee 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shaklee 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Doctors Without Borders 401(k) Plan in NY ($65M); by covered participants it is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Shaklee 401(k) Retirement Savings Plan assets move in 2024? ▼
Shaklee 401(k) Retirement Savings Plan edged up modestly - up 3.5% during 2024, from $63M to $65M. Reported net income was $2M.
How have Shaklee Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaklee Corporation's sponsor-wide assets grew 17.2%, from $67M to $79M.
Where does Shaklee 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Shaklee 401(k) Retirement Savings Plan ranks in the 87th 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 Shaklee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doctors Without Borders 401(k) Plan in NY ($65M, 411 participants).
Which 401(k) plans cover a similar participant headcount to Shaklee 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crisis Text Line 403(b) Tax Sheltered Annuity in NY (218 participants, $9M 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 943389365.

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.