401(k) · DOL Form 5500 · 2022

Shelly & Sands, Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
307
Participants Below avg headcount
91st
Percentile by assets National rank
$233,077
Avg per participant Above avg balance/head
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Official DOL plan name: Shelly & Sands, Inc. Employees 401(k) Plan · Sponsored by Shelly & Sands, Inc. · Ohio · Construction

$72M in assets, 307 participants

Shelly & Sands, Inc.'s Shelly & Sands, Inc. Employees 401(k) Plan reported $72M in total assets and 307 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,863 in Construction (9,927 peers)

Coverage in Ohio

Shelly & Sands, Inc. Employees 401(k) Plan covers 307 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $72M.

#8,863
in Construction (9,927 peers)
-22.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelly & Sands, Inc. Employees 401(k) Plan's outsized position by total assets

Shelly & Sands, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$71,554,610 Top 9% higher than 91% 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

Shelly & Sands, Inc. Employees 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. Shelly & Sands, Inc. Employees 401(k) Plan sits mid-pack in the medium band (307 participants).

Plan-year Form 5500 strip

Filing strip 314351261 · Shelly & Sands, Inc. PY 2022 · 401(k)

Shelly & Sands, Inc. Employees 401(k) Plan · $72M · 307 · 91st

  • 5500 $72M
  • 5500 307
  • 5500 91st
  • 5500 401(k)
  • 5500 near Boston Mutual Life 401(k) Plan for Salaried Employees
  • 5500 ind #8863

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 Ohio →

Shelly & Sands, Inc. Employees 401(k) Plan in the asset neighbourhood

Boston Mutual Life 401(k) Plan for Salaried EmployeesBoston Mutual Life 401(k) Pl…$72MThe Proconex Group 401(k) PlanThe Proconex Group 401(k) Pl…$72MShelly & Sands, Inc. Employees 401(k) PlanShelly & Sands, Inc. Employe…$72MKiara, Inc. 401(k) Profit Sharing PlanKiara, Inc. 401(k) Profit Sh…$72MA.I. Solutions, Inc. 401(k) PlanA.I. Solutions, Inc. 401(k) …$72M
End-of-year total assets ($M) among Shelly & Sands, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$92M
Net Assets (End of Year)$72M
Net Income-$21M
Employer EIN314351261
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelly & Sands, Inc.)

Sponsor-wide plan assets over time

All Shelly & Sands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 21.388602355599453% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $71.6M $86.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 307 $72M
2023 1 311 $82M
2024 1 312 $87M

Nearby 401(k) Plans in Ohio

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

Shelly & Sands, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Shelly & Sands, Inc. Employees 401(k) Plan, Total assets ($B): 0.07155461 · Participants: 307Shelly & Sands, Inc. Employees 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Shelly & Sands, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Shelly & Sands, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Shelly & Sands, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Boston Mutual Life 401(k) Plan for Salaried Employees in MA ($72M); by covered participants it is Pine Hall Brick Co., Inc. Savings and Profit Sharing Retirement Plan in NC (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (307 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 Shelly & Sands, Inc. Employees 401(k) Plan assets move in 2022? ▼
Shelly & Sands, Inc. Employees 401(k) Plan declined sharply - down 22.5% during 2022, from $92M to $72M. Reported net income was -$21M.
How have Shelly & Sands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelly & Sands, Inc.'s sponsor-wide assets grew 21.4%, from $72M to $87M.
Where does Shelly & Sands, Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelly & Sands, Inc. Employees 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shelly & Sands, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boston Mutual Life 401(k) Plan for Salaried Employees in MA ($72M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Shelly & Sands, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pine Hall Brick Co., Inc. Savings and Profit Sharing Retirement Plan in NC (307 participants, $32M 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 314351261.

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.