401(k) · DOL Form 5500 · 2022
Shibley Management, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 237
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $18,535
- Avg per participant Low balance/head
Official DOL plan name: Shibley Management, Inc. Profit Sharing Plan and Trust · Sponsored by Shibley Management, Inc. · Ohio · Food Services & Accommodation
$4M in assets, 237 participants
Shibley Management, Inc.'s Shibley Management, Inc. Profit Sharing Plan and Trust reported $4M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #3,706 in Food Services & Accommodation (4,592 peers)
Coverage in Ohio
Shibley Management, Inc. Profit Sharing Plan and Trust covers 237 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $4M.
- #3,706
- in Food Services & Accommodation (4,592 peers)
- -15.9%
- assets change YoY
The plan reported a net loss of $828K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shibley Management, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Food Services & Accommodation and all filers
Shibley Management, Inc. Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,392,733 48th percentile higher than 48% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shibley Management, Inc. Profit Sharing Plan and Trust 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. Shibley Management, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (237 participants).
Form 5500 schedule snapshot
Filing strip 341688522 · Shibley Management, Inc. PY 2022 · 401(k)
Shibley Management, Inc. Profit Sharing Plan and Trust · $4M · 237 · 48th
- BOOK $4M
- BOOK 237
- BOOK 48th
- BOOK 401(k)
- BOOK near Benjamin and Spingarn LLC 401(k) Plan
- BOOK ind #3706
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 Food Services & Accommodation retirement plans → · Plans in Ohio →
Shibley Management, Inc. Profit Sharing Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$828K |
| Employer EIN | 341688522 |
| Plan Effective Date | 2000-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Shibley Management, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Benjamin and Spingarn LLC 401(k) Plan in MA ($4M); by covered participants it is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (237 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.