Defined Benefit (Pension) · DOL Form 5500 · 2022
Shell USA, Inc. Pension Plan
Data updated 2026-08-11
- $14.6B
- Total assets
- 12,912
- Participants
- 100th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Shell Pension Plan · Sponsored by Shell USA, Inc. · Texas · Manufacturing
$14.6B in assets, 12,912 participants
Shell USA, Inc.'s Shell Pension Plan reported $14.6B in total assets and 12,912 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #20,579 in Manufacturing (20,602 peers)
Coverage in Texas
Shell Pension Plan covers 12,912 participants in Texas, 19x the typical Texas plan (state average ~688 per filing). Assets: $14.6B.
- $14.6B
- total plan assets (2022 EOY)
- 12,912
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $1.1M
- avg assets per participant
The plan reported a net loss of $4.1B for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Shell Pension Plan reports 12,912 participants - 19x that state average ($14.6B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $18.8B |
|---|---|
| Net Assets (End of Year) | $14.5B |
| Net Income | -$4.1B |
| Employer EIN | 131299890 |
| Plan Effective Date | 1938-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shell USA, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 25,860 | $24.2B |
| 2023 | 2 | 24,445 | $25.9B |
| 2024 | 2 | 25,406 | $21.2B |
Nearby Defined Benefit (Pension) Plans in Texas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Shell Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
- AT&T Pension Benefit Plan $41.0B · 119,463
- Exxonmobil Pension Plan $11.6B · 23,661
- Caterpillar Inc. Retirement Income Plan $9.5B · 12,815
- Bp Retirement Accumulation Plan $5.4B · 9,156
- Usaa Pension Plan $4.9B · 31,143
Scale composition for Shell Pension Plan
Shell Pension Plan reports $14.6B in end-of-year assets across 12,912 participants (0.12% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $1.1M per participant (8.2x the national average assets-per-participant) . Net income for plan year 2022 was -$4.1B.
This plan identity (EIN 131299890, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $14.6B to $9.7B (-33.8%) while covered participants moved from 12,912 to 12,688 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 12,912 | $14.6B | This page |
| 2023 | 12,215 | $15.1B | Open filing |
| 2024 · index core | 12,688 | $9.7B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Shell Provident Fund (401(k), $11.5B, 12,718 participants)
- Shell Pension Plan (Defined Benefit (Pension), $9.7B, 12,688 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Shell Pension Plan by total assets, not by location.
- Nokia Retirement Income Plan (NJ) $14.5B · 7,413
- JPMorgan Chase Retirement Plan (NJ) $14.8B · 102,340
- The Southern Company Pension Plan (GA) $14.8B · 25,663
- 3M Employee Retirement Income Plan (MN) $14.0B · 12,160
Frequently Asked Questions
How did Shell Pension Plan assets move in 2022? ▼
How have Shell USA, Inc. plan assets changed over time? ▼
Where does Shell Pension Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Shell Pension Plan? ▼
Next read for Shell Pension Plan
Filing takeaways
Ways to act on Shell Pension Plan's numbers.
- By total assets, Shell Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
- Shell USA, Inc.'s sponsor-wide assets have declined 12.2% since 2022 across 3 plan years on file. More Manufacturing plans