401(k) · DOL Form 5500 · 2022

Shay Oil Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
151
Participants Small participant base
48th
Percentile by assets National rank
$29,448
Avg per participant Low balance/head
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Official DOL plan name: Shay Oil Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Shay Oil Company, Inc. · Arizona · Retail Trade

$4M in assets, 151 participants

Shay Oil Company, Inc.'s Shay Oil Company, Inc. 401(k) Profit Sharing Plan reported $4M in total assets and 151 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,497 in Retail Trade (9,519 peers)

Coverage in Arizona

Shay Oil Company, Inc. 401(k) Profit Sharing Plan covers 151 participants in Arizona, about 27% of the average Arizona filer (state average ~564 per filing). Assets: $4M.

#5,497
in Retail Trade (9,519 peers)
-11.7%
assets change YoY

The plan reported a net loss of $591K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shay Oil Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Shay Oil Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,446,621 48th percentile higher than 48% 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

Shay Oil Company, Inc. 401(k) Profit Sharing 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. Shay Oil Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (151 participants).

EBSA filing schedule strip

Filing strip 860250950 · Shay Oil Company, Inc. PY 2022 · 401(k)

Shay Oil Company, Inc. 401(k) Profit Sharing Plan · $4M · 151 · 48th

  • ASSETS $4M
  • PCT 151
  • EIN 48th
  • RANK 401(k)
  • PHOTO near Jake Kaplan's Limited 401(k) Plan
  • IND ind #5497

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 Arizona →

Shay Oil Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shay Oil Company, Inc. 401(k) Profit Sharing PlanShay Oil Company, Inc. 401(k…$4MJake Kaplan's Limited 401(k) PlanJake Kaplan's Limited 401(k)…$4MGeneral Pattern Co., Inc. 401(k) PlanGeneral Pattern Co., Inc. 40…$4MClark Campbell 401(k) Plan$4MNetwork Environmental Solutions 401(k) PlanNetwork Environmental Soluti…$4M
End-of-year total assets ($M) among Shay Oil Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$591K
Employer EIN860250950
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shay Oil Company, Inc.)

Sponsor-wide plan assets over time

All Shay Oil Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.106476130976755% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.45M $5.39M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 151 $4M
2023 1 148 $5M
2024 1 164 $5M

Nearby 401(k) Plans in Arizona

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

Shay Oil Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Shay Oil Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004446621 · Participants: 151Shay Oil Company, Inc. 401(k) Profit Sharing PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Shay Oil Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Shay Oil Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shay Oil Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Jake Kaplan's Limited 401(k) Plan in RI ($4M); by covered participants it is Kent Materials 401(k) in LA (151 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Shay Oil Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Shay Oil Company, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.7% during 2022, from $5M to $4M. Reported net income was -$591K.
How have Shay Oil Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shay Oil Company, Inc.'s sponsor-wide assets grew 21.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Shay Oil Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jake Kaplan's Limited 401(k) Plan in RI ($4M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Shay Oil Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kent Materials 401(k) in LA (151 participants, $263K 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 860250950.

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.