401(k) · DOL Form 5500 · 2022

Shelby Foods, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
55
Participants Small participant base
34th
Percentile by assets National rank
$37,748
Avg per participant Low balance/head
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Official DOL plan name: Shelby Foods 401(k) Profit Sharing Plan · Sponsored by Shelby Foods, LLC · New York · Wholesale Trade

$2M in assets, 55 participants

Shelby Foods, LLC's Shelby Foods 401(k) Profit Sharing Plan reported $2M in total assets and 55 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,506 in Wholesale Trade (6,843 peers)

Shelby Foods, LLC multi-year trail

Shelby Foods, LLC's plans moved +61.8% in assets from 2022 to 2024; this filing shows Shelby Foods 401(k) Profit Sharing Plan at $2M / 55 participants.

#1,506
in Wholesale Trade (6,843 peers)
-5.4%
assets change YoY

The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelby Foods 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Shelby Foods 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,076,160 34th percentile higher than 34% 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

Shelby Foods 401(k) Profit Sharing 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. Shelby Foods 401(k) Profit Sharing Plan is a small filing (55 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 260370845 · Shelby Foods, LLC PY 2022 · 401(k)

Shelby Foods 401(k) Profit Sharing Plan · $2M · 55 · 34th

  • PART $2M
  • PART 55
  • PART 34th
  • PART 401(k)
  • PART near Perdue & Kidd 401(k) Plan
  • PART ind #1506

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 Wholesale Trade retirement plans → · Plans in New York →

Shelby Foods 401(k) Profit Sharing Plan in the asset neighbourhood

Shelby Foods 401(k) Profit Sharing PlanShelby Foods 401(k) Profit S…$2MPerdue & Kidd 401(k) Plan$2MDct 401(k) Plan$2MSysintelli Inc 401(k) Profit Sharing Plan & TrustSysintelli Inc 401(k) Profit…$2MPatterson Fan Company 401(k) PlanPatterson Fan Company 401(k)…$2M
End-of-year total assets ($M) among Shelby Foods 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shelby Foods, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shelby Foods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.84360386082959% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.24M $5.24M ▲ +61.7%
Year Plans Participants Total Assets
2022 2 90 $3M
2023 2 102 $4M
2024 2 96 $5M

Shelby Foods, LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$119K
Employer EIN260370845
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Shelby Foods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shelby Foods 401(k) Profit Sharing Plan, Total assets ($B): 0.00207616 · Participants: 55Shelby Foods 401(k) Profit Sharing 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
Shelby Foods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelby Foods 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shelby Foods 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Perdue & Kidd 401(k) Plan in TX ($2M); by covered participants it is Revinate Retirement Trust in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Shelby Foods 401(k) Profit Sharing Plan assets move in 2022? ▼
Shelby Foods 401(k) Profit Sharing Plan pulled back noticeably - down 5.4% during 2022, from $2M to $2M. Reported net income was -$119K.
How have Shelby Foods, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelby Foods, LLC's sponsor-wide assets grew 61.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Shelby Foods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Perdue & Kidd 401(k) Plan in TX ($2M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Shelby Foods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revinate Retirement Trust in CA (55 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 260370845.

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.