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
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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

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

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. 401(k) Profit Sharing Plan & TrustShoppa's Material Handling, …$15MEbms Retirement Plan$15MJackson Academy, Inc. 401(k) PlanJackson Academy, Inc. 401(k)…$15MEvolve Bancorp 401(k) Plan$15MCeres Terminals Incorporated 401(k) PlanCeres Terminals Incorporated…$15M
End-of-year total assets ($M) among Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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
$14M$16M$18M$20M$22M 202220232024 $14.8M $20.4M ▲ +37.7%
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 EIN752163913
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014805839 · Participants: 480Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (480 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 Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022?
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust declined sharply - down 16.2% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Shoppa's Material Handling, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shoppa's Material Handling, Inc.'s sponsor-wide assets grew 37.7%, from $15M to $20M.
Which 401(k) plans are similar in size to Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Ebms Retirement Plan in MT ($15M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Jon M. Hall Company, LLC 401(k) Plan in FL (480 participants, $4M in assets).