401(k) · DOL Form 5500 · 2023

Shetland Investments Limited Partnership 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
12
Participants Small participant base
63rd
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shetland Properties Employee Savings and Retirement Plan · Sponsored by Shetland Investments Limited Partnership · Massachusetts · Real Estate

$12M in assets, 12 participants

Shetland Investments Limited Partnership's Shetland Properties Employee Savings and Retirement Plan reported $12M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #3,763 in Real Estate (4,727 peers)

Shetland Investments Limited Partnership multi-year trail

Shetland Investments Limited Partnership's plans moved +34.9% in assets from 2022 to 2024; this filing shows Shetland Properties Employee Savings and Retirement Plan at $12M / 12 participants.

#3,763
in Real Estate (4,727 peers)
+19.7%
assets growth YoY

Shetland Properties Employee Savings and Retirement Plan's mid-pack asset rank among Real Estate and all filers

Shetland Properties Employee Savings and Retirement Plan vs every filed plan by assets

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

$12,304,622 Top 37% higher than 63% 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

Shetland Properties Employee Savings and Retirement 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. Shetland Properties Employee Savings and Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shetland Properties Employee Savings and Retirement Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shetland Properties Employee Savings and Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Shetland Properties Employee Savings and Retirement Plan reported participants fell from 13 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042936220 · Shetland Investments Limited Partnership PY 2023 · 401(k)

Shetland Properties Employee Savings and Retirement Plan · $12M · 12 · 63rd

  • ASSETS $12M
  • PCT 12
  • EIN 63rd
  • RANK 401(k)
  • PHOTO near Ydsp Entertainment Dba Speaking Rock Entertainment Center 401(k) Plan
  • IND ind #3763

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 Real Estate retirement plans → · Plans in Massachusetts →

Shetland Properties Employee Savings and Retirement Plan in the asset neighbourhood

Profit Sharing & Savings Plan for Employees of Cranesville Block Co.,Profit Sharing & Savings Pla…$12MVisionquest National, Ltd. Ee 401(k) PlanVisionquest National, Ltd. E…$12MShetland Properties Employee Savings and Retirement PlanShetland Properties Employee…$12MYdsp Entertainment Dba Speaking Rock Entertainment Center 401(k) PlanYdsp Entertainment Dba Speak…$12MHousecall Pro 401(k) Plan$12M
End-of-year total assets ($M) among Shetland Properties Employee Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shetland Investments Limited Partnership multi-year asset trail

Sponsor-wide plan assets over time

All Shetland Investments Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.86530084681713% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10.3M $13.9M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 13 $10M
2023 1 12 $12M
2024 1 13 $14M

Shetland Investments Limited Partnership filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN042936220
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Shetland Properties Employee Savings and Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Shetland Properties Employee Savings and Retirement Plan, Total assets ($B): 0.012304622 · Participants: 12Shetland Properties Employee Savings and Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Shetland Properties Employee Savings and Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shetland Properties Employee Savings and Retirement Plan side-by-side with 3 peers →

Shetland Properties Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ydsp Entertainment Dba Speaking Rock Entertainment Center 401(k) Plan in TX ($12M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Shetland Properties Employee Savings and Retirement Plan assets move in 2023? ▼
Shetland Properties Employee Savings and Retirement Plan grew sharply - up 19.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Shetland Investments Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shetland Investments Limited Partnership's sponsor-wide assets grew 34.9%, from $10M to $14M.
Which 401(k) plans are similar in size to Shetland Properties Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ydsp Entertainment Dba Speaking Rock Entertainment Center 401(k) Plan in TX ($12M, 461 participants).
Which 401(k) plans cover a similar participant headcount to Shetland Properties Employee Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 042936220.

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.