401(k) · DOL Form 5500 · 2024

Shift4 Payments, LLC 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
2,668
Participants Above avg headcount
90th
Percentile by assets National rank
$35,552
Avg per participant Low balance/head
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Official DOL plan name: Shift4 401(k) Plan · Sponsored by Shift4 Payments, LLC · Pennsylvania · Finance & Insurance

$95M in assets, 2,668 participants

Shift4 Payments, LLC's Shift4 401(k) Plan reported $95M in total assets and 2,668 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,226 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Shift4 401(k) Plan covers 2,668 participants in Pennsylvania, 3.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $95M.

#7,226
in Finance & Insurance (8,549 peers)
+21.4%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Shift4 401(k) Plan's outsized position by total assets

Shift4 401(k) Plan vs every filed plan by assets

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

$94,853,468 Top 10% higher than 90% 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

Shift4 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shift4 401(k) Plan lands in the large band (2,668 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shift4 401(k) Plan reported participants rose from 1,997 in the plan year 2023 filing to 2,668 in the plan year 2024 filing.
  • Shift4 401(k) Plan end-of-year assets rose from $78M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Shift4 401(k) Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 465216257 · Shift4 Payments, LLC PY 2024 · 401(k)

Shift4 401(k) Plan · $95M · 2,668 · 90th

  • NET $95M
  • NET 2,668
  • NET 90th
  • NET 401(k)
  • NET near The National Bank of Indianapolis Corporation 401(k) Savings Plan
  • NET ind #7226

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 Pennsylvania →

Shift4 401(k) Plan in the asset neighbourhood

Trenam Law 401(k) Plan$95MThe National Bank of Indianapolis Corporation 401(k) Savings PlanThe National Bank of Indiana…$95MUnion Home Mortgage Corporation 401(k) PlanUnion Home Mortgage Corporat…$95MShift4 401(k) Plan$95MCadent, LLC 401(k) Plan$95M
End-of-year total assets ($M) among Shift4 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$95M
Net Income$17M
Employer EIN465216257
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shift4 Payments, LLC)

Sponsor-wide plan assets over time

All Shift4 Payments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$95M 65.80550245079017% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $57.2M $94.9M ▲ +65.8%
Year Plans Participants Total Assets
2022 1 1,473 $57M
2023 1 1,997 $78M
2024 1 2,668 $95M

Nearby 401(k) Plans in Pennsylvania

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

Shift4 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Shift4 401(k) Plan, Total assets ($B): 0.094853468 · Participants: 2668Shift4 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Shift4 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shift4 401(k) Plan side-by-side with 3 peers →

Shift4 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The National Bank of Indianapolis Corporation 401(k) Savings Plan in IN ($95M); by covered participants it is Super Micro Computer 401(k) Retirement Plan in CA (2,668 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,668 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 Shift4 401(k) Plan assets move in 2024? ▼
Shift4 401(k) Plan grew sharply - up 21.4% during 2024, from $78M to $95M. Reported net income was $17M.
How have Shift4 Payments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shift4 Payments, LLC's sponsor-wide assets grew 65.8%, from $57M to $95M.
Where does Shift4 401(k) Plan rank by assets among Form 5500 filers? ▼
Shift4 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shift4 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The National Bank of Indianapolis Corporation 401(k) Savings Plan in IN ($95M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Shift4 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Super Micro Computer 401(k) Retirement Plan in CA (2,668 participants, $267M 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 465216257.

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.