401(k) · DOL Form 5500 · 2024

Sharevest, Inc. 401(k) Plan

Data updated 2026-08-25

$777K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$194,187
Avg per participant Above avg balance/head
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Official DOL plan name: Sharevest, Inc., 401(k) Profit Sharing Plan · Sponsored by Sharevest, Inc. · California · Real Estate

$777K in assets, 4 participants

Sharevest, Inc.'s Sharevest, Inc., 401(k) Profit Sharing Plan reported $777K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,700 in Real Estate (4,605 peers)

Sharevest, Inc. multi-year trail

Sharevest, Inc.'s plans moved -33.1% in assets from 2022 to 2024; this filing shows Sharevest, Inc., 401(k) Profit Sharing Plan at $777K / 4 participants.

#1,700
in Real Estate (4,605 peers)
-29.7%
assets change YoY

The plan reported a net loss of $328K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sharevest, Inc., 401(k) Profit Sharing Plan among the smaller filed plans by assets

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

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

$776,748 21st percentile higher than 21% 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

Sharevest, Inc., 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharevest, Inc., 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sharevest, Inc., 401(k) Profit Sharing Plan reported net income fell from -$56K in the plan year 2023 filing to -$328K in the plan year 2024 filing.
  • Sharevest, Inc., 401(k) Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $777K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942433877 · Sharevest, Inc. PY 2024 · 401(k)

Sharevest, Inc., 401(k) Profit Sharing Plan · $777K · 4 · 21st

  • 5500 $777K
  • 5500 4
  • 5500 21st
  • 5500 401(k)
  • 5500 near Tjh Beverages 401(k)
  • 5500 ind #1700

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 Real Estate retirement plans → · Plans in California →

Sharevest, Inc., 401(k) Profit Sharing Plan in the asset neighbourhood

Sharevest, Inc., 401(k) Profit Sharing PlanSharevest, Inc., 401(k) Prof…$777KTjh Beverages 401(k)$777KTwin Restaurant Holding Employee 401(k) PlanTwin Restaurant Holding Empl…$777KJan K. Parks & Associates, P.C. 401(k) PlanJan K. Parks & Associates, P…$777KJoseph Waters Md PLLC Owner K 401(k) Profit Sharing PlanJoseph Waters Md PLLC Owner …$777K
End-of-year total assets ($M) among Sharevest, Inc., 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sharevest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sharevest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$777K 33.07237163519243% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $1.16M $0.78M ▼ -32.8%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $777K

Sharevest, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$777K
Net Income-$328K
Employer EIN942433877
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sharevest, Inc., 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Sharevest, Inc., 401(k) Profit Sharing Plan, Total assets ($B): 0.000776748 · Participants: 4Sharevest, Inc., 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Sharevest, Inc., 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sharevest, Inc., 401(k) Profit Sharing Plan side-by-side with 3 peers →

Sharevest, Inc., 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 Tjh Beverages 401(k) in PA ($777K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($777K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Sharevest, Inc., 401(k) Profit Sharing Plan assets move in 2024? ▼
Sharevest, Inc., 401(k) Profit Sharing Plan declined sharply - down 29.7% during 2024, from $1M to $777K. Reported net income was -$328K.
How have Sharevest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharevest, Inc.'s sponsor-wide assets declined 33.1%, from $1M to $777K.
Where does Sharevest, Inc., 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sharevest, Inc., 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sharevest, Inc., 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tjh Beverages 401(k) in PA ($777K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Sharevest, Inc., 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 942433877.

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.