401(k) · DOL Form 5500 · 2023

Sheldon Holdings Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
20
Participants Small participant base
27th
Percentile by assets National rank
$70,071
Avg per participant Below avg balance/head
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Official DOL plan name: Sheldon Holdings Corporation 401(k) Plan · Sponsored by Sheldon Holdings Corporation · Michigan · Transportation & Warehousing

$1M in assets, 20 participants

Sheldon Holdings Corporation's Sheldon Holdings Corporation 401(k) Plan reported $1M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #894 in Transportation & Warehousing (3,362 peers)

Sheldon Holdings Corporation multi-year trail

Sheldon Holdings Corporation's plans moved +41.3% in assets from 2022 to 2024; this filing shows Sheldon Holdings Corporation 401(k) Plan at $1M / 20 participants.

#894
in Transportation & Warehousing (3,362 peers)
+37.1%
assets growth YoY

Sheldon Holdings Corporation 401(k) Plan among the smaller filed plans by assets

Sheldon Holdings Corporation 401(k) Plan vs every filed plan by assets

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

$1,401,414 27th percentile higher than 27% 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

Sheldon Holdings Corporation 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. Sheldon Holdings Corporation 401(k) Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheldon Holdings Corporation 401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 20 in the plan year 2023 filing.
  • Sheldon Holdings Corporation 401(k) Plan reported net income rose from $210K in the plan year 2022 filing to $380K in the plan year 2023 filing.
  • Sheldon Holdings Corporation 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 850797980 · Sheldon Holdings Corporation PY 2023 · 401(k)

Sheldon Holdings Corporation 401(k) Plan · $1M · 20 · 27th

  • BOOK $1M
  • BOOK 20
  • BOOK 27th
  • BOOK 401(k)
  • BOOK near The Genesee Group, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #894

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 Michigan →

Sheldon Holdings Corporation 401(k) Plan in the asset neighbourhood

Sheldon Holdings Corporation 401(k) PlanSheldon Holdings Corporation…$1MThe Genesee Group, Inc. 401(k) Profit Sharing PlanThe Genesee Group, Inc. 401(…$1M403(b) Thrift Plan of Frank Olean Center, Inc.403(b) Thrift Plan of Frank …$1MCertified Flooring Installation 401(k) PlanCertified Flooring Installat…$1MAdmiral Glass & Mirror 401(k) PlanAdmiral Glass & Mirror 401(k…$1M
End-of-year total assets ($M) among Sheldon Holdings Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheldon Holdings Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Sheldon Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1M 41.28692833739788% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.02M $1.44M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 20 $1M
2024 1 22 $1M

Sheldon Holdings Corporation filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$380K
Employer EIN850797980
Plan Effective Date2020-04-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Sheldon Holdings Corporation 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Sheldon Holdings Corporation 401(k) Plan, Total assets ($B): 0.001401414 · Participants: 20Sheldon Holdings Corporation 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The 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): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Sheldon Holdings Corporation 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Sheldon Holdings Corporation 401(k) Plan side-by-side with 3 peers →

Sheldon Holdings Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is The Genesee Group, Inc. 401(k) Profit Sharing Plan in TN ($1M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Sheldon Holdings Corporation 401(k) Plan assets move in 2023? ▼
Sheldon Holdings Corporation 401(k) Plan surged - up 37.1% during 2023, from $1M to $1M. Reported net income was $380K.
How have Sheldon Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheldon Holdings Corporation's sponsor-wide assets grew 41.3%, from $1M to $1M.
Which 401(k) plans are similar in size to Sheldon Holdings Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Genesee Group, Inc. 401(k) Profit Sharing Plan in TN ($1M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Sheldon Holdings Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 850797980.

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.