401(k) · DOL Form 5500 · 2024

Sh Group, Inc. 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
436
Participants Below avg headcount
93rd
Percentile by assets National rank
$322,730
Avg per participant High balance/head
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Official DOL plan name: Sh Group, Inc. Profit Sharing and 401(k) Plan · Sponsored by Sh Group, Inc. · New York · Professional & Technical Services

$141M in assets, 436 participants

Sh Group, Inc.'s Sh Group, Inc. Profit Sharing and 401(k) Plan reported $141M in total assets and 436 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,913 in Professional & Technical Services (20,173 peers)

Where Sh Group, Inc. Profit Sharing and 401(k) Plan sits by assets

Sh Group, Inc. Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $141M for 436 participants (~$322,730/participant), up 12.7% in 2024.

#18,913
in Professional & Technical Services (20,173 peers)
+12.7%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Sh Group, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets

Sh Group, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$140,710,269 Top 7% higher than 93% 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

Sh Group, Inc. Profit Sharing and 401(k) 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. Sh Group, Inc. Profit Sharing and 401(k) Plan sits mid-pack in the medium band (436 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sh Group, Inc. Profit Sharing and 401(k) Plan reported net income fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Sh Group, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $125M in the plan year 2023 filing to $141M in the plan year 2024 filing.
  • Sh Group, Inc. Profit Sharing and 401(k) Plan reported participants fell from 466 in the plan year 2023 filing to 436 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421687433 · Sh Group, Inc. PY 2024 · 401(k)

Sh Group, Inc. Profit Sharing and 401(k) Plan · $141M · 436 · 93rd

  • NET $141M
  • BOOK 436
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near Automattic Inc. 401(k) Plan
  • EBSA ind #18913

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 New York →

Sh Group, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Emergency Physicians of Tidewater, PLC 401(k) & Profit Sharing PlanEmergency Physicians of Tide…$141MAutomattic Inc. 401(k) Plan$141MSh Group, Inc. Profit Sharing and 401(k) PlanSh Group, Inc. Profit Sharin…$141MAdviser Compliance Associates, LLC Dba Aca Group 401(k) PlanAdviser Compliance Associate…$141MKayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$141M
End-of-year total assets ($M) among Sh Group, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$141M
Net Income$16M
Employer EIN421687433
Plan Effective Date1988-11-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Sh Group, Inc.)

Sponsor-wide plan assets over time

All Sh Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$141M 32.01090730179162% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $107M $141M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 422 $107M
2023 1 466 $125M
2024 1 436 $141M

Nearby 401(k) Plans in New York

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

Sh Group, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sh Group, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.140710269 · Participants: 436Sh Group, Inc. Profit Sharing and 401(k) 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
Sh Group, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Sh Group, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Automattic Inc. 401(k) Plan in CA ($141M); by covered participants it is Omega Engineering 401(k) Plan in CT (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Sh Group, Inc. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Sh Group, Inc. Profit Sharing and 401(k) Plan grew at a solid clip - up 12.7% during 2024, from $125M to $141M. Reported net income was $16M.
How have Sh Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sh Group, Inc.'s sponsor-wide assets grew 32.0%, from $107M to $141M.
Where does Sh Group, Inc. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Sh Group, Inc. Profit Sharing and 401(k) Plan ranks in the 93rd 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 Sh Group, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automattic Inc. 401(k) Plan in CA ($141M, 789 participants).
Which 401(k) plans cover a similar participant headcount to Sh Group, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Omega Engineering 401(k) Plan in CT (436 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 421687433.

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.