401(k) · DOL Form 5500 · 2023

Pb Shelton Holdings , Inc. 401(k) Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$62,380
Avg per participant Low balance/head
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Official DOL plan name: Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan · Sponsored by Pb Shelton Holdings , Inc. · Tennessee · Construction

$62K in assets, 1 participants

Pb Shelton Holdings , Inc.'s Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan reported $62K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #334 in Construction (9,030 peers)

Pb Shelton Holdings , Inc. multi-year trail

Pb Shelton Holdings , Inc.'s plans moved +42.4% in assets from 2022 to 2024; this filing shows Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan at $62K / 1 participant.

#334
in Construction (9,030 peers)
+11.5%
assets growth YoY

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,380 4th percentile higher than 4% 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

Pb Shelton Holdings , Inc. 401(k) Profit Sharing 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. Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan reported net income rose from -$94K in the plan year 2022 filing to $6K in the plan year 2023 filing.
  • Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $56K in the plan year 2022 filing to $62K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 871444465 · Pb Shelton Holdings , Inc. PY 2023 · 401(k)

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan · $62K · 1 · 4th

  • BOOK $62K
  • BOOK 1
  • BOOK 4th
  • BOOK 401(k)
  • BOOK near J&k 401(k) Trust
  • BOOK ind #334

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 Construction retirement plans → · Plans in Tennessee →

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Pb Shelton Holdings , Inc. 401(k) Profit Sharing PlanPb Shelton Holdings , Inc. 4…$62KJ&k 401(k) Trust$62KScandinavian School of Jersey City 401(k)& Profit Shring PlanScandinavian School of Jerse…$62KLittle Town Vaping Inc. 401(k) PlanLittle Town Vaping Inc. 401(…$62KHamsa by Five Corporation 401(k) PlanHamsa by Five Corporation 40…$62K
End-of-year total assets ($M) among Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pb Shelton Holdings , Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Pb Shelton Holdings , Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80K 42.375335120643435% vs 2022
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M 202220232024 $0.06M $0.08M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 1 $56K
2023 1 1 $62K
2024 1 3 $80K

Pb Shelton Holdings , Inc. filing trail (2023)

Total Assets (Beginning of Year)$56K
Net Assets (End of Year)$62K
Net Income$6K
Employer EIN871444465
Plan Effective Date2021-06-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.00006238 · Participants: 1Pb Shelton Holdings , Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is J&k 401(k) Trust in UT ($62K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $56K to $62K. Reported net income was $6K.
How have Pb Shelton Holdings , Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pb Shelton Holdings , Inc.'s sponsor-wide assets grew 42.4%, from $56K to $80K.
Where does Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is J&k 401(k) Trust in UT ($62K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Pb Shelton Holdings , Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 871444465.

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.