401(k) · DOL Form 5500 · 2023

Shelter Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
93
Participants Small participant base
40th
Percentile by assets National rank
$41,744
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shelter Enterprises, Inc. 401(k) Plan · Sponsored by Shelter Enterprises, Inc. · New York · Manufacturing

$4M in assets, 93 participants

Shelter Enterprises, Inc.'s Shelter Enterprises, Inc. 401(k) Plan reported $4M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,299 in Manufacturing (18,722 peers)

Shelter Enterprises, Inc. multi-year trail

Shelter Enterprises, Inc.'s plans moved +43.7% in assets from 2022 to 2024; this filing shows Shelter Enterprises, Inc. 401(k) Plan at $4M / 93 participants.

#4,299
in Manufacturing (18,722 peers)
+21.9%
assets growth YoY

Shelter Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Shelter Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$3,882,149 40th percentile higher than 40% 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

Shelter Enterprises, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Enterprises, Inc. 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelter Enterprises, Inc. 401(k) Plan reported net income rose from -$330K in the plan year 2022 filing to $696K in the plan year 2023 filing.
  • Shelter Enterprises, Inc. 401(k) Plan reported participants rose from 52 in the plan year 2022 filing to 93 in the plan year 2023 filing.
  • Shelter Enterprises, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141579382 · Shelter Enterprises, Inc. PY 2023 · 401(k)

Shelter Enterprises, Inc. 401(k) Plan · $4M · 93 · 40th

  • EOY $4M
  • 5500 93
  • ASSETS 40th
  • PCT 401(k)
  • EIN near Pingwind, Inc. 401(k) Plan
  • RANK ind #4299

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 New York →

Shelter Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Shelter Enterprises, Inc. 401(k) PlanShelter Enterprises, Inc. 40…$4MPingwind, Inc. 401(k) Plan$4MLeslie H. Stevens, M.D. Profit Sharing PlanLeslie H. Stevens, M.D. Prof…$4MLumber Mutual Insurance Company Employees Incentive Savings PlanLumber Mutual Insurance Comp…$4MPerkins Motor Plex LLC Safe Harbor 401(k) PlanPerkins Motor Plex LLC Safe …$4M
End-of-year total assets ($M) among Shelter Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shelter Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shelter Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 43.66997541664888% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.19M $4.58M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 52 $3M
2023 1 93 $4M
2024 1 125 $5M

Shelter Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$696K
Employer EIN141579382
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Shelter Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shelter Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.003882149 · Participants: 93Shelter Enterprises, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Shelter Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelter Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Shelter Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pingwind, Inc. 401(k) Plan in DC ($4M); by covered participants it is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Shelter Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Shelter Enterprises, Inc. 401(k) Plan grew sharply - up 21.9% during 2023, from $3M to $4M. Reported net income was $696K.
How have Shelter Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Enterprises, Inc.'s sponsor-wide assets grew 43.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Shelter Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pingwind, Inc. 401(k) Plan in DC ($4M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Shelter Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bchh Inc 401(k) Profit Sharing Plan & Trust in PA (93 participants, N/A 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 141579382.

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.