401(k) · DOL Form 5500 · 2022

Shipley Energy Company 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
367
Participants Below avg headcount
79th
Percentile by assets National rank
$60,530
Avg per participant Low balance/head
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Official DOL plan name: Shipley Group 401(k) Retirement Plan · Sponsored by Shipley Energy Company · Pennsylvania · Retail Trade

$22M in assets, 367 participants

Shipley Energy Company's Shipley Group 401(k) Retirement Plan reported $22M in total assets and 367 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #8,338 in Retail Trade (9,519 peers)

Coverage in Pennsylvania

Shipley Group 401(k) Retirement Plan covers 367 participants in Pennsylvania, about 45% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#8,338
in Retail Trade (9,519 peers)
-18.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shipley Group 401(k) Retirement Plan's outsized position by total assets

Shipley Group 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$22,214,489 Top 21% higher than 79% of 139,123 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 2022

Shipley Group 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shipley Group 401(k) Retirement Plan sits mid-pack in the medium band (367 participants).

DOL schedule card

Filing strip 231702483 · Shipley Energy Company PY 2022 · 401(k)

Shipley Group 401(k) Retirement Plan · $22M · 367 · 79th

  • TYPE $22M
  • TYPE 367
  • TYPE 79th
  • TYPE 401(k)
  • TYPE near Mcfarlane Incentive Savings and Profit Sharing Plan
  • TYPE ind #8338

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Shipley Group 401(k) Retirement Plan in the asset neighbourhood

Exagrid Systems, Inc. 401(k) PlanExagrid Systems, Inc. 401(k)…$22MShipley Group 401(k) Retirement PlanShipley Group 401(k) Retirem…$22MMcfarlane Incentive Savings and Profit Sharing PlanMcfarlane Incentive Savings …$22MAlpine Lumber Company 401(k) PlanAlpine Lumber Company 401(k)…$22MMmpa Employee Deferred Savings PlanMmpa Employee Deferred Savin…$22M
End-of-year total assets ($M) among Shipley Group 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN231702483
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shipley Energy Company)

Sponsor-wide plan assets over time

All Shipley Energy Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.52717426900974% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $30.6M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 367 $22M
2023 1 360 $27M
2024 1 318 $31M

Nearby 401(k) Plans in Pennsylvania

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

Shipley Group 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Shipley Group 401(k) Retirement Plan, Total assets ($B): 0.022214489 · Participants: 367Shipley Group 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Shipley Group 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shipley Group 401(k) Retirement Plan side-by-side with 3 peers →

Shipley Group 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mcfarlane Incentive Savings and Profit Sharing Plan in WI ($22M); by covered participants it is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (367 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shipley Group 401(k) Retirement Plan assets move in 2022? ▼
Shipley Group 401(k) Retirement Plan declined sharply - down 18.3% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Shipley Energy Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shipley Energy Company's sponsor-wide assets grew 37.5%, from $22M to $31M.
Where does Shipley Group 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Shipley Group 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shipley Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mcfarlane Incentive Savings and Profit Sharing Plan in WI ($22M, 187 participants).
Which 401(k) plans cover a similar participant headcount to Shipley Group 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lafayette Venetian Blind, Inc. 401(k) Ret Savings Plan in IN (367 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231702483.

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.