401(k) · DOL Form 5500 · 2024

The Shade Store, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
1,444
Participants Near avg headcount
82nd
Percentile by assets National rank
$28,690
Avg per participant Low balance/head
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Official DOL plan name: The Shade Store, LLC 401(k) Plan · Sponsored by The Shade Store, LLC · New York · Retail Trade

$41M in assets, 1,444 participants

The Shade Store, LLC's The Shade Store, LLC 401(k) Plan reported $41M in total assets and 1,444 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.

  • #7,213 in Retail Trade (8,048 peers)

Where The Shade Store, LLC 401(k) Plan sits by assets

The Shade Store, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 1,444 participants (~$28,690/participant), up 24.8% in 2024.

#7,213
in Retail Trade (8,048 peers)
+24.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Shade Store, LLC 401(k) Plan's outsized position by total assets

The Shade Store, LLC 401(k) Plan vs every filed plan by assets

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

$41,428,637 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

The Shade Store, LLC 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. The Shade Store, LLC 401(k) Plan lands in the large band (1,444 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Shade Store, LLC 401(k) Plan end-of-year assets rose from $33M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • The Shade Store, LLC 401(k) Plan reported participants fell from 1,587 in the plan year 2023 filing to 1,444 in the plan year 2024 filing.
  • The Shade Store, LLC 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 202342010 · The Shade Store, LLC PY 2024 · 401(k)

The Shade Store, LLC 401(k) Plan · $41M · 1,444 · 82nd

  • SCH $41M
  • SCH 1,444
  • SCH 82nd
  • SCH 401(k)
  • SCH near The Matcor - Matsu Retirement Savings Plan
  • SCH ind #7213

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 Retail Trade retirement plans → · Plans in New York →

The Shade Store, LLC 401(k) Plan in the asset neighbourhood

The Shade Store, LLC 401(k) PlanThe Shade Store, LLC 401(k) …$41MThe Matcor - Matsu Retirement Savings PlanThe Matcor - Matsu Retiremen…$41MMagnolia Plumbing Employee 401(k) & Profit Sharing PlanMagnolia Plumbing Employee 4…$41MVisu-Sewer, LLC 401(k) Savings PlanVisu-Sewer, LLC 401(k) Savin…$41MSullivan Environmental Services 401(k) PlanSullivan Environmental Servi…$41M
End-of-year total assets ($M) among The Shade Store, LLC 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)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN202342010
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shade Store, LLC)

Sponsor-wide plan assets over time

All The Shade Store, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 63.361746778201635% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.4M $41.4M ▲ +63.4%
Year Plans Participants Total Assets
2022 1 1,453 $25M
2023 1 1,587 $33M
2024 1 1,444 $41M

Nearby 401(k) Plans in New York

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

The Shade Store, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants The Shade Store, LLC 401(k) Plan, Total assets ($B): 0.041428637 · Participants: 1444The Shade Store, LLC 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
The Shade Store, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare The Shade Store, LLC 401(k) Plan side-by-side with 3 peers →

The Shade Store, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is The Matcor - Matsu Retirement Savings Plan in MI ($41M); by covered participants it is Akerman LLP 401(k) Profit Sharing Plan in FL (1,444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,444 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 The Shade Store, LLC 401(k) Plan assets move in 2024? ▼
The Shade Store, LLC 401(k) Plan grew sharply - up 24.8% during 2024, from $33M to $41M. Reported net income was $8M.
How have The Shade Store, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shade Store, LLC's sponsor-wide assets grew 63.4%, from $25M to $41M.
Where does The Shade Store, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Shade Store, LLC 401(k) 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 The Shade Store, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Matcor - Matsu Retirement Savings Plan in MI ($41M, 1,323 participants).
Which 401(k) plans cover a similar participant headcount to The Shade Store, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akerman LLP 401(k) Profit Sharing Plan in FL (1,444 participants, $452M 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 202342010.

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.