401(k) · DOL Form 5500 · 2023

Shell USA, Inc. 401(k) Plan

Data updated 2026-08-25

$10.7B
Total assets Mega-plan scale
12,230
Participants Very large workforce
100th
Percentile by assets National rank
$877,191
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shell Provident Fund · Sponsored by Shell USA, Inc. · Texas · Manufacturing

$10.7B in assets, 12,230 participants

Shell USA, Inc.'s Shell Provident Fund reported $10.7B in total assets and 12,230 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #18,673 in Manufacturing (18,722 peers)

Coverage in Texas

Shell Provident Fund covers 12,230 participants in Texas, 18x the typical Texas plan (state average ~688 per filing). Assets: $10.7B.

#18,673
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY
108×
vs typical plan assets (national mean)

Shell Provident Fund's outsized position by total assets

Shell Provident Fund vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,728,041,355 Highest reported value at or above every one of 127,068 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 2023

Shell Provident Fund's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shell Provident Fund is a mega filing (12,230 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shell Provident Fund reported net income rose from -$2.4B in the plan year 2022 filing to $1.2B in the plan year 2023 filing.
  • Shell Provident Fund end-of-year assets rose from $9.5B in the plan year 2022 filing to $10.7B in the plan year 2023 filing.
  • Shell Provident Fund reported participants fell from 12,948 in the plan year 2022 filing to 12,230 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 131299890 · Shell USA, Inc. PY 2023 · 401(k)

Shell Provident Fund · $10.7B · 12,230 · 100th

  • VS-ST $10.7B
  • VS-ST 12,230
  • VS-ST 100th
  • VS-ST 401(k)
  • VS-ST near Edward D. Jones & Co. Profit Sharing and 401(k) Plan
  • VS-ST ind #18673

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 Texas →

Shell Provident Fund in the asset neighbourhood

Shell Provident Fund$10.7BEdward D. Jones & Co. Profit Sharing and 401(k) PlanEdward D. Jones & Co. Profit…$10.6BLeidos, Inc. Retirement Plan$10.6BLiberty Mutual 401(k) Plan$10.6BThe Prudential Employee Savings PlanThe Prudential Employee Savi…$10.4B
End-of-year total assets ($B) among Shell Provident Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$9.5B
Net Assets (End of Year)$10.7B
Net Income$1.2B
Employer EIN131299890
Plan Effective Date1939-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shell USA, Inc.)

Sponsor-wide plan assets over time

All Shell USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21.2B 12.151528016037503% vs 2022
2024 filing year
$20B$22B$24B$26B$28B 202220232024 $24.2B $21.2B ▼ -12.1%
Year Plans Participants Total Assets
2022 2 25,860 $24.2B
2023 2 24,445 $25.9B
2024 2 25,406 $21.2B

Nearby 401(k) Plans in Texas

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

Shell Provident Fund vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants Shell Provident Fund, Total assets ($B): 10.728041355 · Participants: 12230Shell Provident FundAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Shell Provident Fund vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shell Provident Fund side-by-side with 3 peers →

Scale composition for Shell Provident Fund

Shell Provident Fund reports $10.7B in end-of-year assets across 12,230 participants (0.087% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.013% of 93,925,755 covered participants) - about $877,191 per participant (6.3x the national average assets-per-participant) . Net income for plan year 2023 was $1.2B.

This plan identity (EIN 131299890, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.5B to $11.5B (+21.2%) while covered participants moved from 12,948 to 12,718 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,948 $9.5B Open filing
2023 12,230 $10.7B This page
2024 · index core 12,718 $11.5B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Shell Provident Fund's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Edward D. Jones & Co. Profit Sharing and 401(k) Plan in MO ($10.6B); by covered participants it is Summit City Md 401(k) Plan in NY (12,247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10.7B here).

Similar participant headcount

Nearest other-state filings by covered participants (12,230 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shell Provident Fund assets move in 2023? ▼
Shell Provident Fund grew at a solid clip - up 12.8% during 2023, from $9.5B to $10.7B. Reported net income was $1.2B.
How have Shell USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shell USA, Inc.'s sponsor-wide assets declined 12.2%, from $24.2B to $21.2B.
Where does Shell Provident Fund rank by assets among Form 5500 filers? ▼
Shell Provident Fund ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Shell Provident Fund? ▼
Among 401(k) plans in other states, the closest by assets is Edward D. Jones & Co. Profit Sharing and 401(k) Plan in MO ($10.6B, 49,944 participants).
Which 401(k) plans cover a similar participant headcount to Shell Provident Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit City Md 401(k) Plan in NY (12,247 participants, $973M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 131299890.

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.