401(k) · DOL Form 5500 · 2023
Shelton Corporation 401(k) Plan
Data updated 2026-08-25
- $587K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $146,823
- Avg per participant Above avg balance/head
Official DOL plan name: Shelton Corporation 401 (K) Plan · Sponsored by Shelton Corporation · Indiana · Agriculture, Forestry & Fishing
$587K in assets, 4 participants
Shelton Corporation's Shelton Corporation 401 (K) Plan reported $587K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.
- #218 in Agriculture, Forestry & Fishing (1,288 peers)
Shelton Corporation multi-year trail
Shelton Corporation's plans moved -66.8% in assets from 2022 to 2024; this filing shows Shelton Corporation 401 (K) Plan at $587K / 4 participants.
- #218
- in Agriculture, Forestry & Fishing (1,288 peers)
- -30.8%
- assets change YoY
The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shelton Corporation 401 (K) Plan among the smaller filed plans by assets
Shelton Corporation 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$587,292 19th percentile higher than 19% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Shelton Corporation 401 (K) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelton Corporation 401 (K) Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shelton Corporation 401 (K) Plan reported net income fell from -$105K in the plan year 2022 filing to -$261K in the plan year 2023 filing.
- Shelton Corporation 401 (K) Plan end-of-year assets fell from $849K in the plan year 2022 filing to $587K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 383986303 · Shelton Corporation PY 2023 · 401(k)
Shelton Corporation 401 (K) Plan · $587K · 4 · 19th
- VS-ST $587K
- BOY 4
- SCH 19th
- EBSA 401(k)
- PART near Doxie, Inc. 401(k) Plan
- TYPE ind #218
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Indiana →
Shelton Corporation 401 (K) Plan in the asset neighbourhood
Shelton Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Shelton Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $282K 66.77214518558327% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $849K |
| 2023 | 1 | 4 | $587K |
| 2024 | 1 | 3 | $282K |
Shelton Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $849K |
|---|---|
| Net Assets (End of Year) | $587K |
| Net Income | -$261K |
| Employer EIN | 383986303 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Shelton Corporation 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Doxie, Inc. 401(k) Plan in OH ($587K); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($587K here).
- Doxie, Inc. 401(k) Plan (OH) $587K · 7
- Woodmont Hospitality, Inc. 401(k) Profit Sharing Plan (MD) $587K · 2
- Healthy Pet Company 401(k) Plan (CT) $587K · 4
- Rm1 Corp. Profit Sharing Plan (WI) $587K · 18
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.