401(k) · DOL Form 5500 · 2022

Shelby Group International, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
272
Participants Below avg headcount
83rd
Percentile by assets National rank
$112,958
Avg per participant Below avg balance/head
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Official DOL plan name: Shelby Group Employees Profit Sharing 401(k) Plan · Sponsored by Shelby Group International, Inc. · Tennessee · Wholesale Trade

$31M in assets, 272 participants

Shelby Group International, Inc.'s Shelby Group Employees Profit Sharing 401(k) Plan reported $31M in total assets and 272 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #5,665 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

Shelby Group Employees Profit Sharing 401(k) Plan covers 272 participants in Tennessee, about 24% of the average Tennessee filer (state average ~1,126 per filing). Assets: $31M.

#5,665
in Wholesale Trade (6,843 peers)
-17.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelby Group Employees Profit Sharing 401(k) Plan's outsized position by total assets

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

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

$30,724,710 Top 17% higher than 83% 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 Group Employees Profit Sharing 401(k) 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. Shelby Group Employees Profit Sharing 401(k) Plan sits mid-pack in the medium band (272 participants).

Form 5500 schedule snapshot

Filing strip 621237127 · Shelby Group International, Inc. PY 2022 · 401(k)

Shelby Group Employees Profit Sharing 401(k) Plan · $31M · 272 · 83rd

  • EBSA $31M
  • EBSA 272
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Purdue Federal Credit Union 401(k) Plan and Trust
  • EBSA ind #5665

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 Tennessee →

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

Purdue Federal Credit Union 401(k) Plan and TrustPurdue Federal Credit Union …$31MColumbia 401(k) Plan$31MShelby Group Employees Profit Sharing 401(k) PlanShelby Group Employees Profi…$31MAlbert Kemperle, Inc. Retirement TrustAlbert Kemperle, Inc. Retire…$31MM&q Packaging LLC 401(k)$31M
End-of-year total assets ($M) among Shelby Group Employees Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$31M
Net Income-$6M
Employer EIN621237127
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelby Group International, Inc.)

Sponsor-wide plan assets over time

All Shelby Group International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 7.419591592565072% vs 2022
2023 filing year
$30M$31M$32M$33M$34M 20222023 $30.7M $33M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 272 $31M
2023 2 545 $33M

Nearby 401(k) Plans in Tennessee

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

Shelby Group Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Shelby Group Employees Profit Sharing 401(k) Plan, Total assets ($B): 0.03072471 · Participants: 272Shelby Group Employees Profit Sharing 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Shelby Group Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Shelby Group Employees Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Purdue Federal Credit Union 401(k) Plan and Trust in IN ($31M); by covered participants it is Data Center, Inc. Savings & Retirement Plan in KS (272 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Group Employees Profit Sharing 401(k) Plan assets move in 2022? ▼
Shelby Group Employees Profit Sharing 401(k) Plan declined sharply - down 17.4% during 2022, from $37M to $31M. Reported net income was -$6M.
How have Shelby Group International, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shelby Group International, Inc.'s sponsor-wide assets grew 7.4%, from $31M to $33M.
Where does Shelby Group Employees Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelby Group Employees Profit Sharing 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shelby Group Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Purdue Federal Credit Union 401(k) Plan and Trust in IN ($31M, 284 participants).
Which 401(k) plans cover a similar participant headcount to Shelby Group Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Data Center, Inc. Savings & Retirement Plan in KS (272 participants, $50M 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 621237127.

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.