How big is SHEA Enterprises, Inc.'s plan?

SHEA Enterprises, Inc.'s plan reported $1.2M in assets and 20 participants for 2024.

Original filing (PDF)20260210085130NAL0002888592001

SHEA Enterprises, Inc.

Name: SHEA Enterprises, Inc. — SHEA Enterprises, Inc., Form 5500 (2024)
Creator: SHEA Enterprises, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SHEA Enterprises, Inc. Retirement Plan

401(k) retirement plan · SHEA Enterprises, Inc.'s SHEA Enterprises, Inc. Retirement Plan held $1.2M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

SHEA Enterprises, Inc.'s EIN is 23-2407403.

EIN 23-2407403

Plan number 001

Plan year 2024

ACK ID 20260210085130NAL0002888592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SHEA Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SHEA Enterprises, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHEA ENTERPRISES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SHEA ENTERPRISES, INC.

EIN

all filings

Address

90 NORTH DONNERVILLE ROAD · MOUNTVILLE, PA · 17554

Phone

(717) 285-4403

Industry

Construction

Plan administrator