401(k) · DOL Form 5500 · 2022

Shively Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
213
Participants Below avg headcount
52nd
Percentile by assets National rank
$25,627
Avg per participant Low balance/head
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Official DOL plan name: Shively Bros., Inc. Profit Sharing Plan · Sponsored by Shively Bros., Inc. · Michigan · Wholesale Trade

$5M in assets, 213 participants

Shively Bros., Inc.'s Shively Bros., Inc. Profit Sharing Plan reported $5M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #2,764 in Wholesale Trade (6,843 peers)

Coverage in Michigan

Shively Bros., Inc. Profit Sharing Plan covers 213 participants in Michigan, about 33% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#2,764
in Wholesale Trade (6,843 peers)
-23.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shively Bros., Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Shively Bros., Inc. Profit Sharing Plan vs every filed plan by assets

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

$5,458,546 Top 48% higher than 52% 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

Shively Bros., Inc. Profit Sharing 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. Shively Bros., Inc. Profit Sharing Plan sits mid-pack in the medium band (213 participants).

DOL schedule card

Filing strip 381334301 · Shively Bros., Inc. PY 2022 · 401(k)

Shively Bros., Inc. Profit Sharing Plan · $5M · 213 · 52nd

  • RANK $5M
  • RANK 213
  • RANK 52nd
  • RANK 401(k)
  • RANK near Lifeomic, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2764

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 Michigan →

Shively Bros., Inc. Profit Sharing Plan in the asset neighbourhood

Shively Bros., Inc. Profit Sharing PlanShively Bros., Inc. Profit S…$5MLifeomic, Inc. 401(k) Profit Sharing PlanLifeomic, Inc. 401(k) Profit…$5MHoward Memorial Hospital 401(k) and Retirement PlanHoward Memorial Hospital 401…$5MSnell Motors, Inc. 401(k) Retirement PlanSnell Motors, Inc. 401(k) Re…$5MLuster Products, Inc 401(k) Profit Sharing PlanLuster Products, Inc 401(k) …$5M
End-of-year total assets ($M) among Shively Bros., Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN381334301
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shively Bros., Inc.)

Sponsor-wide plan assets over time

All Shively Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 32.386326715968% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.2M $41.3M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 426 $31M
2023 2 440 $33M
2024 2 489 $41M

Nearby 401(k) Plans in Michigan

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

Shively Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Shively Bros., Inc. Profit Sharing Plan, Total assets ($B): 0.005458546 · Participants: 213Shively Bros., Inc. Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Shively Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Shively Bros., Inc. Profit Sharing Plan side-by-side with 3 peers →

Shively Bros., Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Lifeomic, Inc. 401(k) Profit Sharing Plan in IN ($5M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Shively Bros., Inc. Profit Sharing Plan assets move in 2022? ▼
Shively Bros., Inc. Profit Sharing Plan declined sharply - down 23.8% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Shively Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shively Bros., Inc.'s sponsor-wide assets grew 32.4%, from $31M to $41M.
Which 401(k) plans are similar in size to Shively Bros., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lifeomic, Inc. 401(k) Profit Sharing Plan in IN ($5M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Shively Bros., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 participants, N/A 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 381334301.

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.