401(k) · DOL Form 5500 · 2022

Sheltair Resources 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
469
Participants Below avg headcount
70th
Percentile by assets National rank
$28,272
Avg per participant Low balance/head
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Official DOL plan name: Sheltair Resources 401(k) Plan · Sponsored by Sheltair Resources · Florida · Retail Trade

$13M in assets, 469 participants

Sheltair Resources's Sheltair Resources 401(k) Plan reported $13M in total assets and 469 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #7,693 in Retail Trade (9,519 peers)

Sheltair Resources multi-year trail

Sheltair Resources's plans moved +11.8% in assets from 2022 to 2024; this filing shows Sheltair Resources 401(k) Plan at $13M / 469 participants.

#7,693
in Retail Trade (9,519 peers)
-17.5%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheltair Resources 401(k) Plan's outsized position by total assets

Sheltair Resources 401(k) Plan vs every filed plan by assets

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

$13,259,600 Top 30% higher than 70% 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

Sheltair Resources 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. Sheltair Resources 401(k) Plan sits mid-pack in the medium band (469 participants).

DOL schedule card

Filing strip 872008138 · Sheltair Resources PY 2022 · 401(k)

Sheltair Resources 401(k) Plan · $13M · 469 · 70th

  • BOY $13M
  • SCH 469
  • EBSA 70th
  • PART 401(k)
  • TYPE near Eye Surgeons of Indiana, P. C. 401(k) Profit Sharing Plan
  • NET ind #7693

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 Florida →

Sheltair Resources 401(k) Plan in the asset neighbourhood

Sheltair Resources 401(k) PlanSheltair Resources 401(k) Pl…$13MEye Surgeons of Indiana, P. C. 401(k) Profit Sharing PlanEye Surgeons of Indiana, P. …$13MMj Holding Company LLC 401(k) PlanMj Holding Company LLC 401(k…$13MWharton Levin Ehrmantraut & Klein, P.a. Profit Sharing PlanWharton Levin Ehrmantraut & …$13MViridos, Inc. 401(k) Retirement PlanViridos, Inc. 401(k) Retirem…$13M
End-of-year total assets ($M) among Sheltair Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sheltair Resources multi-year asset trail

Sponsor-wide plan assets over time

All Sheltair Resources plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.783266463543395% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.3M $14.8M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 469 $13M
2023 1 411 $14M
2024 1 458 $15M

Sheltair Resources filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN872008138
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sheltair Resources 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Sheltair Resources 401(k) Plan, Total assets ($B): 0.0132596 · Participants: 469Sheltair Resources 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Sheltair Resources 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sheltair Resources 401(k) Plan side-by-side with 3 peers →

Sheltair Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Eye Surgeons of Indiana, P. C. 401(k) Profit Sharing Plan in IN ($13M); by covered participants it is Preferred Employer Plan Fbo Madwire, LLC in AZ (469 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (469 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 Sheltair Resources 401(k) Plan assets move in 2022? ▼
Sheltair Resources 401(k) Plan declined sharply - down 17.5% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Sheltair Resources plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheltair Resources's sponsor-wide assets grew 11.8%, from $13M to $15M.
Which 401(k) plans are similar in size to Sheltair Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Surgeons of Indiana, P. C. 401(k) Profit Sharing Plan in IN ($13M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Sheltair Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Madwire, LLC in AZ (469 participants, $8M 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 872008138.

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.