401(k) · DOL Form 5500 · 2022

The Shyft Group, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
2,684
Participants Above avg headcount
91st
Percentile by assets National rank
$28,843
Avg per participant Low balance/head
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Official DOL plan name: The Shyft Group Retirement Plan · Sponsored by The Shyft Group, Inc. · Michigan · Manufacturing

$77M in assets, 2,684 participants

The Shyft Group, Inc.'s The Shyft Group Retirement Plan reported $77M in total assets and 2,684 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.

  • #17,875 in Manufacturing (20,602 peers)

Coverage in Michigan

The Shyft Group Retirement Plan covers 2,684 participants in Michigan, 4.2x the typical Michigan plan (state average ~638 per filing). Assets: $77M.

#17,875
in Manufacturing (20,602 peers)
-14.2%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Shyft Group Retirement Plan's outsized position by total assets

The Shyft Group Retirement Plan vs every filed plan by assets

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

$77,414,687 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

The Shyft Group Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shyft Group Retirement Plan lands in the large band (2,684 participants).

EBSA filing schedule strip

Filing strip 382078923 · The Shyft Group, Inc. PY 2022 · 401(k)

The Shyft Group Retirement Plan · $77M · 2,684 · 91st

  • 5500 $77M
  • ASSETS 2,684
  • PCT 91st
  • EIN 401(k)
  • RANK near Ashfield Retirement Plan
  • PHOTO ind #17875

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 Manufacturing retirement plans → · Plans in Michigan →

The Shyft Group Retirement Plan in the asset neighbourhood

Dime Community Bank 401(k) PlanDime Community Bank 401(k) P…$77MThe Shyft Group Retirement PlanThe Shyft Group Retirement P…$77MAshfield Retirement Plan$77MCovenant Retirement Plan$77MWerner Co. Employee Savings PlanWerner Co. Employee Savings …$77M
End-of-year total assets ($M) among The Shyft Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$77M
Net Income-$13M
Employer EIN382078923
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Shyft Group, Inc.)

Sponsor-wide plan assets over time

All The Shyft Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109M 59.355958066597694% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $269M $109M ▼ -59.4%
Year Plans Participants Total Assets
2022 3 6,571 $269M
2023 1 3,227 $92M
2024 1 2,400 $109M

Nearby 401(k) Plans in Michigan

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

The Shyft Group Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The Shyft Group Retirement Plan, Total assets ($B): 0.077414687 · Participants: 2684The Shyft Group Retirement PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
The Shyft Group Retirement Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

The Shyft Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Ashfield Retirement Plan in PA ($77M); by covered participants it is Amc, LLC 401(k) Plan in UT (2,684 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,684 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 The Shyft Group Retirement Plan assets move in 2022?
The Shyft Group Retirement Plan pulled back noticeably - down 14.2% during 2022, from $90M to $77M. Reported net income was -$13M.
How have The Shyft Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Shyft Group, Inc.'s sponsor-wide assets declined 59.4%, from $269M to $109M.
Where does The Shyft Group Retirement Plan rank by assets among Form 5500 filers?
The Shyft Group Retirement 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 The Shyft Group Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Ashfield Retirement Plan in PA ($77M, 1,916 participants).
Which 401(k) plans cover a similar participant headcount to The Shyft Group Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Amc, LLC 401(k) Plan in UT (2,684 participants, $14M in assets).