401(k) · DOL Form 5500 · 2023

Shipley Energy Company 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
360
Participants Below avg headcount
77th
Percentile by assets National rank
$73,826
Avg per participant Below avg balance/head
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Official DOL plan name: Shipley Energy 401(k) Retirement Plan · Sponsored by Shipley Energy Company · Pennsylvania · Retail Trade

$27M in assets, 360 participants

Shipley Energy Company's Shipley Energy 401(k) Retirement Plan reported $27M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,257 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Shipley Energy 401(k) Retirement Plan covers 360 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#7,257
in Retail Trade (8,414 peers)
+19.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shipley Energy 401(k) Retirement Plan's outsized position by total assets

Shipley Energy 401(k) Retirement Plan vs every filed plan by assets

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

$26,577,280 Top 23% higher than 77% 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

Shipley Energy 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shipley Energy 401(k) Retirement Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shipley Energy 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shipley Energy 401(k) Retirement Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Shipley Energy 401(k) Retirement Plan reported participants fell from 367 in the plan year 2022 filing to 360 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231702483 · Shipley Energy Company PY 2023 · 401(k)

Shipley Energy 401(k) Retirement Plan · $27M · 360 · 77th

  • ASSETS $27M
  • PCT 360
  • EIN 77th
  • RANK 401(k)
  • PHOTO near The Employees Retirement and Section 401(k) Plan and Trust
  • IND ind #7257

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 Retail Trade retirement plans → · Plans in Pennsylvania →

Shipley Energy 401(k) Retirement Plan in the asset neighbourhood

Shipley Energy 401(k) Retirement PlanShipley Energy 401(k) Retire…$27MThe Employees Retirement and Section 401(k) Plan and TrustThe Employees Retirement and…$27MExfo USA 401(k) Plan$27MSouthern First Bank 401(k) PlanSouthern First Bank 401(k) P…$27MBcci 401(k) Profit Sharing PlanBcci 401(k) Profit Sharing P…$27M
End-of-year total assets ($M) among Shipley Energy 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN231702483
Plan Effective Date1993-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shipley Energy Company)

Sponsor-wide plan assets over time

All Shipley Energy Company plans reported in each filing year

Latest sponsor-wide plan assets
$31M 37.52717426900974% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $30.6M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 367 $22M
2023 1 360 $27M
2024 1 318 $31M

Nearby 401(k) Plans in Pennsylvania

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

Shipley Energy 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Shipley Energy 401(k) Retirement Plan, Total assets ($B): 0.02657728 · Participants: 360Shipley Energy 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Shipley Energy 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shipley Energy 401(k) Retirement Plan side-by-side with 3 peers →

Shipley Energy 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($27M); by covered participants it is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (360 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 Shipley Energy 401(k) Retirement Plan assets move in 2023? ▼
Shipley Energy 401(k) Retirement Plan grew sharply - up 19.6% during 2023, from $22M to $27M. Reported net income was $4M.
How have Shipley Energy Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shipley Energy Company's sponsor-wide assets grew 37.5%, from $22M to $31M.
Where does Shipley Energy 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Shipley Energy 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shipley Energy 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Employees Retirement and Section 401(k) Plan and Trust in MD ($27M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Shipley Energy 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants, $10M 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 231702483.

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.