Assets by plan
Share of aggregate retirement assets
Filings through .
C. A. Shea & Company, Inc.
EIN 13-5518356insuranceLatest filing 2025
Plans
2
Retirement
2
$45.8M assets
Health & Benefits
0
Participants
35
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $45.8M assets / 35 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#004
C.A. SHEA & COMPANY, INC. DEFINED BENEFIT PLAN
Traditional DB
Assets$39.0M
Participants16
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
C. A. SHEA & COMPANY, INC. PROFIT SHARING PLAN
401(k)
Assets$6.7M
Participants19
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | C.A. SHEA & COMPANY, INC. DEFINED BENEFIT PLAN | Traditional DB | $39.0M | 16 | 2025 |
| #003 | C. A. SHEA & COMPANY, INC. PROFIT SHARING PLAN | 401(k) | $6.7M | 19 | 2025 |
- #004 · Traditional DB · 202516
- #003 · 401(k) · 202519
Retirement plans