401(k) · DOL Form 5500 · 2022
N.F. Sheldon Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $28,424
- Avg per participant Low balance/head
Official DOL plan name: N. F. Sheldon Inc. 401(k) Profit Sharing Plan · Sponsored by N.F. Sheldon Inc. · Massachusetts · Retail Trade
$3M in assets, 111 participants
N.F. Sheldon Inc.'s N. F. Sheldon Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #4,828 in Retail Trade (9,519 peers)
Coverage in Massachusetts
N. F. Sheldon Inc. 401(k) Profit Sharing Plan covers 111 participants in Massachusetts, about 17% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.
- #4,828
- in Retail Trade (9,519 peers)
- -2.0%
- assets change YoY
The plan reported a net loss of $66K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
N. F. Sheldon Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
N. F. Sheldon Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,155,083 41st percentile higher than 41% 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
N. F. Sheldon Inc. 401(k) 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. N. F. Sheldon Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (111 participants).
DOL schedule card
Filing strip 042216725 · N.F. Sheldon Inc. PY 2022 · 401(k)
N. F. Sheldon Inc. 401(k) Profit Sharing Plan · $3M · 111 · 41st
- RANK $3M
- RANK 111
- RANK 41st
- RANK 401(k)
- RANK near Gettysburg Family Practice Profit Sharing Plan
- RANK ind #4828
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 Retail Trade retirement plans → · Plans in Massachusetts →
N. F. Sheldon Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$66K |
| Employer EIN | 042216725 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
N. F. Sheldon Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Gettysburg Family Practice Profit Sharing Plan in PA ($3M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- Green Box Loans Inc, 401(k) Plan (CA) 111 · 0 off
- Ivhp 401(k) Retirement Savings Plan (CA) 111 · 0 off
- Vador Ventures Inc 401(k) Profit Sharing Plan & Trust (MD) 111 · 0 off
- Lehi Valley Trading Co. 401(k) Plan (AZ) 111 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.