401(k) · DOL Form 5500 · 2022

Shelter Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
52
Participants Small participant base
42nd
Percentile by assets National rank
$61,267
Avg per participant Low balance/head
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Official DOL plan name: Shelter Enterprises, Inc. 401(k) Plan · Sponsored by Shelter Enterprises, Inc. · New York · Manufacturing

$3M in assets, 52 participants

Shelter Enterprises, Inc.'s Shelter Enterprises, Inc. 401(k) Plan reported $3M in total assets and 52 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #5,111 in Manufacturing (20,602 peers)

Shelter Enterprises, Inc. multi-year trail

Shelter Enterprises, Inc.'s plans moved +43.7% in assets from 2022 to 2024; this filing shows Shelter Enterprises, Inc. 401(k) Plan at $3M / 52 participants.

#5,111
in Manufacturing (20,602 peers)
-9.4%
assets change YoY

The plan reported a net loss of $330K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelter Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Shelter Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$3,185,896 42nd percentile higher than 42% 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

Shelter Enterprises, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Enterprises, Inc. 401(k) Plan is a small filing (52 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 141579382 · Shelter Enterprises, Inc. PY 2022 · 401(k)

Shelter Enterprises, Inc. 401(k) Plan · $3M · 52 · 42nd

  • EIN $3M
  • EIN 52
  • EIN 42nd
  • EIN 401(k)
  • EIN near Splaver & Splaver, Cpa, PLC 401(k) Profit Sharing Plan
  • EIN ind #5111

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 New York →

Shelter Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Shelter Enterprises, Inc. 401(k) PlanShelter Enterprises, Inc. 40…$3MSplaver & Splaver, Cpa, PLC 401(k) Profit Sharing PlanSplaver & Splaver, Cpa, PLC …$3MGregg & Valby, LLP 401(k) Profit Sharing Plan and TrustGregg & Valby, LLP 401(k) Pr…$3MMps Enterprises 401(k) Profit Sharing PlanMps Enterprises 401(k) Profi…$3MThe Employees 401(k) Retirement Savings PlanThe Employees 401(k) Retirem…$3M
End-of-year total assets ($M) among Shelter Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shelter Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shelter Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.66997541664888% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.19M $4.58M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 52 $3M
2023 1 93 $4M
2024 1 125 $5M

Shelter Enterprises, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$330K
Employer EIN141579382
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Shelter Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shelter Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.003185896 · Participants: 52Shelter Enterprises, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Shelter Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelter Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Shelter Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Splaver & Splaver, Cpa, PLC 401(k) Profit Sharing Plan in AZ ($3M); by covered participants it is Maserati North America, Inc. 401(k) Plan in MI (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Shelter Enterprises, Inc. 401(k) Plan assets move in 2022? ▼
Shelter Enterprises, Inc. 401(k) Plan pulled back noticeably - down 9.4% during 2022, from $4M to $3M. Reported net income was -$330K.
How have Shelter Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Enterprises, Inc.'s sponsor-wide assets grew 43.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Shelter Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Splaver & Splaver, Cpa, PLC 401(k) Profit Sharing Plan in AZ ($3M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Shelter Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maserati North America, Inc. 401(k) Plan in MI (52 participants, N/A 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 141579382.

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.