401(k) · DOL Form 5500 · 2023
The Shapiro Group 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $6.6M
- Avg per participant High balance/head
Official DOL plan name: The Shapiro Group 401(k) Profit Sharing Plan · Sponsored by The Shapiro Group · California · Professional & Technical Services
$13M in assets, 2 participants
The Shapiro Group's The Shapiro Group 401(k) Profit Sharing Plan reported $13M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.
- #12,936 in Professional & Technical Services (20,321 peers)
The Shapiro Group multi-year trail
The Shapiro Group's plans moved +34.1% in assets from 2022 to 2024; this filing shows The Shapiro Group 401(k) Profit Sharing Plan at $13M / 2 participants.
- #12,936
- in Professional & Technical Services (20,321 peers)
- +17.3%
- assets growth YoY
The Shapiro Group 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
The Shapiro Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$13,114,662 Top 36% higher than 64% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
The Shapiro Group 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shapiro Group 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Shapiro Group 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The Shapiro Group 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 953679205 · The Shapiro Group PY 2023 · 401(k)
The Shapiro Group 401(k) Profit Sharing Plan · $13M · 2 · 64th
- EIN $13M
- EIN 2
- EIN 64th
- EIN 401(k)
- EIN near Four M 401(k) Plan
- EIN ind #12936
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 California →
The Shapiro Group 401(k) Profit Sharing Plan in the asset neighbourhood
The Shapiro Group multi-year asset trail
Sponsor-wide plan assets over time
All The Shapiro Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 34.12381613216521% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $11M |
| 2023 | 1 | 2 | $13M |
| 2024 | 1 | 2 | $15M |
The Shapiro Group filing trail (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 953679205 |
| Plan Effective Date | 1991-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The Shapiro Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Four M 401(k) Plan in NY ($13M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.