401(k) · DOL Form 5500 · 2022
Shell USA, Inc. 401(k) Plan
Data updated 2026-08-25
- $9.5B
- Total assets Very large vs avg
- 12,948
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $734,527
- Avg per participant High balance/head
Official DOL plan name: Shell Provident Fund · Sponsored by Shell USA, Inc. · Texas · Manufacturing
$9.5B in assets, 12,948 participants
Shell USA, Inc.'s Shell Provident Fund reported $9.5B in total assets and 12,948 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- #20,553 in Manufacturing (20,602 peers)
Coverage in Texas
Shell Provident Fund covers 12,948 participants in Texas, 19x the typical Texas plan (state average ~688 per filing). Assets: $9.5B.
- #20,553
- in Manufacturing (20,602 peers)
- -20.3%
- assets change YoY
- 95×
- vs typical plan assets (national mean)
The plan reported a net loss of $2.4B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shell Provident Fund's outsized position by total assets
Shell Provident Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,510,657,123 Highest reported value at or above every one of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shell Provident Fund's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shell Provident Fund is a mega filing (12,948 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 131299890 · Shell USA, Inc. PY 2022 · 401(k)
Shell Provident Fund · $9.5B · 12,948 · 100th
- ASSETS $9.5B
- ASSETS 12,948
- ASSETS 100th
- ASSETS 401(k)
- ASSETS near Deloitte Profit Sharing Plan
- ASSETS ind #20553
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 Manufacturing retirement plans → · Plans in Texas →
Shell Provident Fund in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $11.9B |
|---|---|
| Net Assets (End of Year) | $9.5B |
| Net Income | -$2.4B |
| Employer EIN | 131299890 |
| Plan Effective Date | 1939-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shell USA, Inc.)
Sponsor-wide plan assets over time
All Shell USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $21.2B 12.151528016037503% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 25,860 | $24.2B |
| 2023 | 2 | 24,445 | $25.9B |
| 2024 | 2 | 25,406 | $21.2B |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Shell Provident Fund
Shell Provident Fund reports $9.5B in end-of-year assets across 12,948 participants (0.077% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $734,527 per participant (5.3x the national average assets-per-participant) . Net income for plan year 2022 was -$2.4B.
This plan identity (EIN 131299890, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.5B to $11.5B (+21.2%) while covered participants moved from 12,948 to 12,718 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,948 | $9.5B | This page |
| 2023 | 12,230 | $10.7B | Open filing |
| 2024 · index core | 12,718 | $11.5B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Shell Provident Fund (401(k), $11.5B, 12,718 participants)
- Shell Pension Plan (Defined Benefit (Pension), $9.7B, 12,688 participants)
Shell Provident Fund's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Deloitte Profit Sharing Plan in NY ($9.5B); by covered participants it is Assurant 401(k) Plan in NY (12,944 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9.5B here).
- Deloitte Profit Sharing Plan (NY) $9.5B · 6,143
- Elevance Health 401(k) Plan (IN) $9.5B · 71,898
- Disney Savings and Investment Plan (CA) $9.6B · 45,639
- General Dynamics Corporation 401(k) Plan 6.0 (VA) $9.6B · 36,822
Similar participant headcount
Nearest other-state filings by covered participants (12,948 participants); asset peers above are excluded.
- Assurant 401(k) Plan (NY) 12,944 · 4 off
- Club Futuresave Plan (CA) 12,953 · 5 off
- Edison 401(k) Savings Plan (CA) 12,970 · 22 off
- Thor Industries, Inc. 401(k) Plan (IN) 12,977 · 29 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.