Defined Benefit (Pension) · DOL Form 5500 · 2022

Shelby Foods, LLC Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
35
Participants Small participant base
27th
Percentile by assets National rank
$33,224
Avg per participant Low balance/head
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Official DOL plan name: Shelby Foods Cash Balance Plan · Sponsored by Shelby Foods, LLC · New York · Wholesale Trade

$1M in assets, 35 participants

Shelby Foods, LLC's Shelby Foods Cash Balance Plan reported $1M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,053 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 Cash Balance Plan at $1M / 35 participants.

#1,053
in Wholesale Trade (6,843 peers)
-18.5%
assets change YoY

The plan reported a net loss of $264K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelby Foods Cash Balance Plan among the smaller filed plans by assets

Shelby Foods Cash Balance Plan vs every filed plan by assets

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

$1,162,833 27th percentile higher than 27% 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 Cash Balance 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 Cash Balance Plan is a small filing (35 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 260370845 · Shelby Foods, LLC PY 2022 · Defined Benefit (Pension)

Shelby Foods Cash Balance Plan · $1M · 35 · 27th

  • BOOK $1M
  • VS-ST 35
  • BOY 27th
  • SCH Defined Benefit (Pension)
  • EBSA near Pension Plan for Freeport Union Employees of Anchor-Harvey Components, LLC
  • PART ind #1053

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 Cash Balance Plan in the asset neighbourhood

Shelby Foods Cash Balance PlanShelby Foods Cash Balance Pl…$1MPension Plan for Freeport Union Employees of Anchor-Harvey Components, LLCPension Plan for Freeport Un…$1MHolm Industries, Inc. New Ulm Employees' Retirement PlanHolm Industries, Inc. New Ul…$1MNuco Sales, Inc. Defined Benefit Pension PlanNuco Sales, Inc. Defined Ben…$1MWhite Oak Pictures Inc Defined Benefit Pension PlanWhite Oak Pictures Inc Defin…$1M
End-of-year total assets ($M) among Shelby Foods Cash Balance Plan and nearest nationwide Defined Benefit (Pension) 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)$1M
Net Assets (End of Year)$1M
Net Income-$264K
Employer EIN260370845
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shelby Foods Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Shelby Foods Cash Balance Plan, Total assets ($B): 0.001162833 · Participants: 35Shelby Foods Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Shelby Foods Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Shelby Foods Cash Balance Plan side-by-side with 3 peers →

Shelby Foods Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Freeport Union Employees of Anchor-Harvey Components, LLC in IL ($1M); by covered participants it is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Cash Balance Plan assets move in 2022? ▼
Shelby Foods Cash Balance Plan declined sharply - down 18.5% during 2022, from $1M to $1M. Reported net income was -$264K.
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 Defined Benefit (Pension) plans are similar in size to Shelby Foods Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Freeport Union Employees of Anchor-Harvey Components, LLC in IL ($1M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shelby Foods Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants, $25M 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.