401(k) · DOL Form 5500 · 2024
Alicia B Shiflet 401(k) Plan
Data updated 2026-08-25
- $548K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 18th
- Percentile by assets National rank
Official DOL plan name: Alicia B Shiflet · Sponsored by Alicia B Shiflet · California · Finance & Insurance
$548K in assets, N/A participants
Alicia B Shiflet's Alicia B Shiflet reported $548K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #852 in Finance & Insurance (8,549 peers)
Alicia B Shiflet multi-year trail
Alicia B Shiflet's plans moved +38.2% in assets from 2022 to 2024; this filing shows Alicia B Shiflet at $548K / N/A participants.
- #852
- in Finance & Insurance (8,549 peers)
- +17.7%
- assets growth YoY
Alicia B Shiflet among the smaller filed plans by assets
Alicia B Shiflet vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$548,345 18th percentile higher than 18% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Filed plans by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alicia B Shiflet reported net income rose from $69K in the plan year 2023 filing to $82K in the plan year 2024 filing.
- Alicia B Shiflet end-of-year assets rose from $466K in the plan year 2023 filing to $548K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 680430067 · Alicia B Shiflet PY 2024 · 401(k)
Alicia B Shiflet · $548K · N/A · 18th
- EOY $548K
- EOY N/A
- EOY 18th
- EOY 401(k)
- EOY near Transcend Group Retirement Plan
- EOY ind #852
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 California →
Alicia B Shiflet in the asset neighbourhood
Alicia B Shiflet multi-year asset trail
Sponsor-wide plan assets over time
All Alicia B Shiflet plans reported in each filing year
- Latest sponsor-wide plan assets
- $548K 38.17437318886229% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $397K |
| 2023 | 1 | N/A | $466K |
| 2024 | 1 | N/A | $548K |
Alicia B Shiflet filing trail (2024)
| Total Assets (Beginning of Year) | $466K |
|---|---|
| Net Assets (End of Year) | $548K |
| Net Income | $82K |
| Employer EIN | 680430067 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Alicia B Shiflet's closest out-of-state 401(k) peers by assets
Outside California, the nearest 401(k) by end-of-year assets is Transcend Group Retirement Plan in MN at $548K (this filing: $548K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($548K here).
- Transcend Group Retirement Plan (MN) $548K · 5
- Tyree Fitness Company 401(k) Plan (FL) $548K · N/A
- Matthew D. Rinzler, PLC 401(k) Plan (AZ) $548K · 1
- Dal Automation Inc 401(k) Plan (IL) $548K · 4
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.