401(k) · DOL Form 5500 · 2024

Siteworx Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
67
Participants Small participant base
57th
Percentile by assets National rank
$161,177
Avg per participant Above avg balance/head
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Official DOL plan name: Shift7 Digital 401(k) Plan · Sponsored by Siteworx Holdings, LLC · North Carolina · Professional & Technical Services

$11M in assets, 67 participants

Siteworx Holdings, LLC's Shift7 Digital 401(k) Plan reported $11M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,239 in Professional & Technical Services (20,173 peers)

2024 asset change

Shift7 Digital 401(k) Plan grew at a solid clip 8.5% in 2024 ($10M → $11M) for 67 participants.

#11,239
in Professional & Technical Services (20,173 peers)
+8.5%
assets growth YoY

Shift7 Digital 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Shift7 Digital 401(k) Plan vs every filed plan by assets

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

$10,798,889 Top 43% higher than 57% 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

Shift7 Digital 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shift7 Digital 401(k) Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shift7 Digital 401(k) Plan reported participants fell from 119 in the plan year 2023 filing to 67 in the plan year 2024 filing.
  • Shift7 Digital 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $846K in the plan year 2024 filing.
  • Shift7 Digital 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 900905501 · Siteworx Holdings, LLC PY 2024 · 401(k)

Shift7 Digital 401(k) Plan · $11M · 67 · 57th

  • EIN $11M
  • RANK 67
  • PHOTO 57th
  • IND 401(k)
  • EOY near Smith Ready Mix 401(k) Plan
  • 5500 ind #11239

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 North Carolina →

Shift7 Digital 401(k) Plan in the asset neighbourhood

Shift7 Digital 401(k) Plan$11MSmith Ready Mix 401(k) Plan$11MUnity International Group 401(k) PlanUnity International Group 40…$11MDaniel T. Weidenthal, M.D., Inc. Profit Sharing PlanDaniel T. Weidenthal, M.D., …$11MRiverside Refreshments, Inc. 401(k) PlanRiverside Refreshments, Inc.…$11M
End-of-year total assets ($M) among Shift7 Digital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Siteworx Holdings, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Siteworx Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 8.510380035412188% vs 2023
2024 filing year
$9.5M$10M$10.5M$11M 20232024 $9.95M $10.8M ▲ +8.5%
Year Plans Participants Total Assets
2023 1 119 $10M
2024 1 67 $11M

2024 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$846K
Employer EIN900905501
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Shift7 Digital 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Shift7 Digital 401(k) Plan, Total assets ($B): 0.010798889 · Participants: 67Shift7 Digital 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Shift7 Digital 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Shift7 Digital 401(k) Plan side-by-side with 3 peers →

Shift7 Digital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Smith Ready Mix 401(k) Plan in IN ($11M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Shift7 Digital 401(k) Plan assets move in 2024? ▼
Shift7 Digital 401(k) Plan grew at a solid clip - up 8.5% during 2024, from $10M to $11M. Reported net income was $846K.
How have Siteworx Holdings, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Siteworx Holdings, LLC's sponsor-wide assets grew 8.5%, from $10M to $11M.
Which 401(k) plans are similar in size to Shift7 Digital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Ready Mix 401(k) Plan in IN ($11M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Shift7 Digital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 900905501.

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.