401(k) · DOL Form 5500 · 2022

Shelton Corporation 401(k) Plan

Data updated 2026-08-25

$849K
Total assets Small plan by assets
4
Participants Small participant base
23rd
Percentile by assets National rank
$212,129
Avg per participant Above avg balance/head
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Official DOL plan name: Shelton Corporation 401 (K) Plan · Sponsored by Shelton Corporation · Indiana · Agriculture, Forestry & Fishing

$849K in assets, 4 participants

Shelton Corporation's Shelton Corporation 401 (K) Plan reported $849K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.

  • #349 in Agriculture, Forestry & Fishing (1,523 peers)

Shelton Corporation multi-year trail

Shelton Corporation's plans moved -66.8% in assets from 2022 to 2024; this filing shows Shelton Corporation 401 (K) Plan at $849K / 4 participants.

#349
in Agriculture, Forestry & Fishing (1,523 peers)
-11.0%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelton Corporation 401 (K) Plan among the smaller filed plans by assets

Shelton Corporation 401 (K) Plan vs every filed plan by assets

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

$848,514 23rd percentile higher than 23% 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

Shelton Corporation 401 (K) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelton Corporation 401 (K) Plan is a micro filing (4 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 383986303 · Shelton Corporation PY 2022 · 401(k)

Shelton Corporation 401 (K) Plan · $849K · 4 · 23rd

  • TYPE $849K
  • TYPE 4
  • TYPE 23rd
  • TYPE 401(k)
  • TYPE near Patient Engagement Advisors 401(k) Plan
  • TYPE ind #349

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Indiana →

Shelton Corporation 401 (K) Plan in the asset neighbourhood

Shelton Corporation 401 (K) PlanShelton Corporation 401 (K) …$849KPatient Engagement Advisors 401(k) PlanPatient Engagement Advisors …$848KHolding Hands Pediatric Therapy and Adult Services 401(k) PlanHolding Hands Pediatric Ther…$849KNorcal Solutions, Inc. 401(k) PlanNorcal Solutions, Inc. 401(k…$848KWildcat Ventures, Inc. 401(k) PlanWildcat Ventures, Inc. 401(k…$848K
End-of-year total assets ($M) among Shelton Corporation 401 (K) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shelton Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Shelton Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$282K 66.77214518558327% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.85M $0.28M ▼ -67.1%
Year Plans Participants Total Assets
2022 1 4 $849K
2023 1 4 $587K
2024 1 3 $282K

Shelton Corporation filing trail (2022)

Total Assets (Beginning of Year)$953K
Net Assets (End of Year)$849K
Net Income-$105K
Employer EIN383986303
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Shelton Corporation 401 (K) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Shelton Corporation 401 (K) Plan, Total assets ($B): 0.000848514 · Participants: 4Shelton Corporation 401 (K) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Shelton Corporation 401 (K) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Shelton Corporation 401 (K) Plan side-by-side with 3 peers →

Shelton Corporation 401 (K) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Patient Engagement Advisors 401(k) Plan in AL ($848K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Shelton Corporation 401 (K) Plan assets move in 2022? ▼
Shelton Corporation 401 (K) Plan pulled back noticeably - down 11.0% during 2022, from $953K to $849K. Reported net income was -$105K.
How have Shelton Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelton Corporation's sponsor-wide assets declined 66.8%, from $849K to $282K.
Where does Shelton Corporation 401 (K) Plan rank by assets among Form 5500 filers? ▼
Shelton Corporation 401 (K) Plan ranks in the 23rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Shelton Corporation 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Patient Engagement Advisors 401(k) Plan in AL ($848K, 85 participants).
Which 401(k) plans cover a similar participant headcount to Shelton Corporation 401 (K) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 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 383986303.

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.