401(k) · DOL Form 5500 · 2022

Shelton Energy Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
147
Participants Small participant base
38th
Percentile by assets National rank
$17,930
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shelton Energy Solutions, LLC 401(k) Plan & Trust · Sponsored by Shelton Energy Solutions, LLC · Louisiana · Construction

$3M in assets, 147 participants

Shelton Energy Solutions, LLC's Shelton Energy Solutions, LLC 401(k) Plan & Trust reported $3M in total assets and 147 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,592 in Construction (9,927 peers)

Coverage in Louisiana

Shelton Energy Solutions, LLC 401(k) Plan & Trust covers 147 participants in Louisiana, about 30% of the average Louisiana filer (state average ~495 per filing). Assets: $3M.

#3,592
in Construction (9,927 peers)
+373.1%
assets growth YoY

Shelton Energy Solutions, LLC 401(k) Plan & Trust's mid-pack asset rank among Construction and all filers

Shelton Energy Solutions, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$2,635,677 38th percentile higher than 38% 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

Shelton Energy Solutions, LLC 401(k) Plan & 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. Shelton Energy Solutions, LLC 401(k) Plan & Trust sits mid-pack in the medium band (147 participants).

Plan-year Form 5500 strip

Filing strip 812064052 · Shelton Energy Solutions, LLC PY 2022 · 401(k)

Shelton Energy Solutions, LLC 401(k) Plan & Trust · $3M · 147 · 38th

  • BOY $3M
  • BOY 147
  • BOY 38th
  • BOY 401(k)
  • BOY near Medpharm 401(k) Plan
  • BOY ind #3592

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 Construction retirement plans → · Plans in Louisiana →

Shelton Energy Solutions, LLC 401(k) Plan & Trust in the asset neighbourhood

Shelton Energy Solutions, LLC 401(k) Plan & TrustShelton Energy Solutions, LL…$3MMedpharm 401(k) Plan$3MCal-Am Properties, Inc. 401(k) Profit Sharing Plan & TrustCal-Am Properties, Inc. 401(…$3MCura Care Corp. 401(k) Profit Sharing PlanCura Care Corp. 401(k) Profi…$3MTown & Country Club of Saint Paul 401(k) PlanTown & Country Club of Saint…$3M
End-of-year total assets ($M) among Shelton Energy Solutions, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$557K
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN812064052
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelton Energy Solutions, LLC)

Sponsor-wide plan assets over time

All Shelton Energy Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 171.62008091279773% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.64M $7.16M ▲ +171.2%
Year Plans Participants Total Assets
2022 1 147 $3M
2023 1 248 $5M
2024 1 287 $7M

Nearby 401(k) Plans in Louisiana

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

Shelton Energy Solutions, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Shelton Energy Solutions, LLC 401(k) Plan & Trust, Total assets ($B): 0.002635677 · Participants: 147Shelton Energy Solutions, LLC 401(k) Plan & TrustSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Shelton Energy Solutions, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Shelton Energy Solutions, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Shelton Energy Solutions, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Medpharm 401(k) Plan in GU ($3M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (147 participants). Same-state nearby plans are listed separately above.

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 Shelton Energy Solutions, LLC 401(k) Plan & Trust assets move in 2022? ▼
Shelton Energy Solutions, LLC 401(k) Plan & Trust surged - up 373.1% during 2022, from $557K to $3M. Reported net income was $2M.
How have Shelton Energy Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelton Energy Solutions, LLC's sponsor-wide assets grew 171.6%, from $3M to $7M.
Which 401(k) plans are similar in size to Shelton Energy Solutions, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Medpharm 401(k) Plan in GU ($3M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Shelton Energy Solutions, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (147 participants, $1M 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 812064052.

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.