401(k) · DOL Form 5500 · 2022

D. Shelly Group, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
682
Participants Below avg headcount
77th
Percentile by assets National rank
$28,213
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: D. Shelly Group, Inc. 401(k) Retirement Savings Plan · Sponsored by D. Shelly Group, Inc. · California · Retail Trade

$19M in assets, 682 participants

D. Shelly Group, Inc.'s D. Shelly Group, Inc. 401(k) Retirement Savings Plan reported $19M in total assets and 682 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,186 in Retail Trade (9,519 peers)

Where D. Shelly Group, Inc. 401(k) Retirement Savings Plan sits by assets

D. Shelly Group, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $19M for 682 participants (~$28,213/participant), down 25.1% in 2022.

#8,186
in Retail Trade (9,519 peers)
-25.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

D. Shelly Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

D. Shelly Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$19,240,977 Top 23% higher than 77% 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

D. Shelly Group, Inc. 401(k) Retirement Savings 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. D. Shelly Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (682 participants).

EBSA filing schedule strip

Filing strip 330840243 · D. Shelly Group, Inc. PY 2022 · 401(k)

D. Shelly Group, Inc. 401(k) Retirement Savings Plan · $19M · 682 · 77th

  • NET $19M
  • BOOK 682
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Redmond, Inc. 401(k) Retirement Plan
  • EBSA ind #8186

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 California →

D. Shelly Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

D. Shelly Group, Inc. 401(k) Retirement Savings PlanD. Shelly Group, Inc. 401(k)…$19MRedmond, Inc. 401(k) Retirement PlanRedmond, Inc. 401(k) Retirem…$19MDirect Response Insurance Administrative Services, Inc. Profit Sharing 401(k) Plan & TrustDirect Response Insurance Ad…$19MKahler Slater 401(k) Savings PlanKahler Slater 401(k) Savings…$19MRanger Oil Corporation 401(k) PlanRanger Oil Corporation 401(k…$19M
End-of-year total assets ($M) among D. Shelly Group, Inc. 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$19M
Net Income-$6M
Employer EIN330840243
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D. Shelly Group, Inc.)

Sponsor-wide plan assets over time

All D. Shelly Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 46.12329197212803% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $28.1M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 682 $19M
2023 1 659 $25M
2024 1 652 $28M

Nearby 401(k) Plans in California

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

D. Shelly Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants D. Shelly Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.019240977 · Participants: 682D. Shelly Group, Inc. 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
D. Shelly Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare D. Shelly Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

D. Shelly Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Redmond, Inc. 401(k) Retirement Plan in UT ($19M); by covered participants it is Polaris Pharmacy Services of Ft. Lauderdale LLC 401(k) Profit Sharing Plan & Trust in FL (682 participants). Same-state nearby plans are listed separately above.

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 D. Shelly Group, Inc. 401(k) Retirement Savings Plan assets move in 2022? ▼
D. Shelly Group, Inc. 401(k) Retirement Savings Plan declined sharply - down 25.1% during 2022, from $26M to $19M. Reported net income was -$6M.
How have D. Shelly Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D. Shelly Group, Inc.'s sponsor-wide assets grew 46.1%, from $19M to $28M.
Where does D. Shelly Group, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
D. Shelly Group, Inc. 401(k) Retirement Savings Plan ranks in the 77th 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 D. Shelly Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redmond, Inc. 401(k) Retirement Plan in UT ($19M, 284 participants).
Which 401(k) plans cover a similar participant headcount to D. Shelly Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Polaris Pharmacy Services of Ft. Lauderdale LLC 401(k) Profit Sharing Plan & Trust in FL (682 participants, $4M 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 330840243.

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.