401(k) · DOL Form 5500 · 2022
Shoppa's Material Handling, Inc. 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 480
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $30,845
- Avg per participant Low balance/head
Official DOL plan name: Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Shoppa's Material Handling, Inc. · Texas · Transportation & Warehousing
$15M in assets, 480 participants
Shoppa's Material Handling, Inc.'s Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 480 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,854 in Transportation & Warehousing (3,876 peers)
Shoppa's Material Handling, Inc. multi-year trail
Shoppa's Material Handling, Inc.'s plans moved +37.7% in assets from 2022 to 2024; this filing shows Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust at $15M / 480 participants.
- #2,854
- in Transportation & Warehousing (3,876 peers)
- -16.2%
- 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.
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,805,839 Top 28% higher than 72% 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
Shoppa's Material Handling, Inc. 401(k) Profit Sharing 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. Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (480 participants).
DOL schedule card
Filing strip 752163913 · Shoppa's Material Handling, Inc. PY 2022 · 401(k)
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust · $15M · 480 · 72nd
- NET $15M
- BOOK 480
- VS-ST 72nd
- BOY 401(k)
- SCH near Ebms Retirement Plan
- EBSA ind #2854
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 Transportation & Warehousing retirement plans → · Plans in Texas →
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Shoppa's Material Handling, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Shoppa's Material Handling, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 37.6877527845602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 480 | $15M |
| 2023 | 1 | 547 | $19M |
| 2024 | 1 | 644 | $20M |
Shoppa's Material Handling, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 752163913 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ebms Retirement Plan in MT ($15M); by covered participants it is Jon M. Hall Company, LLC 401(k) Plan in FL (480 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Ebms Retirement Plan (MT) $15M · 344
- Jackson Academy, Inc. 401(k) Plan (MS) $15M · 237
- Evolve Bancorp 401(k) Plan (TN) $15M · 417
- Ceres Terminals Incorporated 401(k) Plan (TN) $15M · 204
Similar participant headcount
Nearest other-state filings by covered participants (480 participants); asset peers above are excluded.
- Jon M. Hall Company, LLC 401(k) Plan (FL) 480 · 0 off
- Piercey Automotive Group 401(k) Plan and Trust (CA) 480 · 0 off
- Summit Dental Consulting 401(k) Profit Sharing Plan (WI) 480 · 0 off
- Kriete Group Retirement Savings Plan (WI) 480 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.