ESOP · DOL Form 5500 · 2022

The Shelburne Company ESOP

Data updated 2026-08-25

$596K
Total assets Small plan by assets
11
Participants Small participant base
20th
Percentile by assets National rank
$54,153
Avg per participant Low balance/head
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Official DOL plan name: The Shelburne Company Employee Stock Ownership Plan · Sponsored by The Shelburne Company · Maryland · Agriculture, Forestry & Fishing

$596K in assets, 11 participants

The Shelburne Company's The Shelburne Company Employee Stock Ownership Plan reported $596K in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

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

The Shelburne Company multi-year trail

The Shelburne Company's plans moved +98.2% in assets from 2022 to 2024; this filing shows The Shelburne Company Employee Stock Ownership Plan at $596K / 11 participants.

#270
in Agriculture, Forestry & Fishing (1,523 peers)
-10.4%
assets change YoY

The Shelburne Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Shelburne Company Employee Stock Ownership Plan vs every filed plan by assets

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

$595,687 20th percentile higher than 20% 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

The Shelburne Company Employee Stock Ownership 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. The Shelburne Company Employee Stock Ownership Plan is a small filing (11 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 520674793 · The Shelburne Company PY 2022 · ESOP

The Shelburne Company Employee Stock Ownership Plan · $596K · 11 · 20th

  • EBSA $596K
  • EBSA 11
  • EBSA 20th
  • EBSA ESOP
  • EBSA near Petretti Corporation Employee Stock Ownership Plan
  • EBSA ind #270

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 What is an ESOP? → · Plans in Maryland →

The Shelburne Company Employee Stock Ownership Plan in the asset neighbourhood

The Shelburne Company Employee Stock Ownership PlanThe Shelburne Company Employ…$596KPetretti Corporation Employee Stock Ownership PlanPetretti Corporation Employe…$597KMidwest Molding Inc Employee Stock Ownership PlanMidwest Molding Inc Employee…$597KInternational Sensor Systems, Inc. Employee Stock Ownership PlanInternational Sensor Systems…$600KAll Wall Contracting, Inc. Employee Stock Ownership Plan and TrustAll Wall Contracting, Inc. E…$594K
End-of-year total assets ($M) among The Shelburne Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The Shelburne Company multi-year asset trail

Sponsor-wide plan assets over time

All The Shelburne Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 98.24824110648713% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.6M $1.18M ▲ +96.7%
Year Plans Participants Total Assets
2022 1 11 $596K
2023 1 7 $594K
2024 1 N/A $1M

The Shelburne Company filing trail (2022)

Total Assets (Beginning of Year)$665K
Net Assets (End of Year)-$226K
Net Income$89K
Employer EIN520674793
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Shelburne Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants The Shelburne Company Employee Stock Ownership Plan, Total assets ($M): 0.595687 · Participants: 11The Shelburne Company Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($M): 876.198034 · Participants: 1522Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($M): 370.840695 · Participants: 2842Westat, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($M): 368.113953 · Participants: 34Brown Capital Management ESOPKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 288.984694 · Participants: 1580Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($M): 246.809403 · Participants: 4213Lockheed Martin Corporation Capital Accumulation Plan
The Shelburne Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare The Shelburne Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Shelburne Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Petretti Corporation Employee Stock Ownership Plan in NY ($597K); by covered participants it is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 The Shelburne Company Employee Stock Ownership Plan assets move in 2022? ▼
The Shelburne Company Employee Stock Ownership Plan pulled back noticeably - down 10.4% during 2022, from $665K to $596K. Reported net income was $89K.
How have The Shelburne Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shelburne Company's sponsor-wide assets grew 98.2%, from $596K to $1M.
Where does The Shelburne Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Shelburne Company Employee Stock Ownership Plan ranks in the 20th 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 ESOP plans are similar in size to The Shelburne Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Petretti Corporation Employee Stock Ownership Plan in NY ($597K, 19 participants).
Which ESOP plans cover a similar participant headcount to The Shelburne Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Alaska Litho, Inc Employee Stock Ownership Plan in AK (11 participants, $171K 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 520674793.

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.