401(k) · DOL Form 5500 · 2023

Shelco, LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 132
Participants Small participant base: 70th
Percentile by assets National rank: $134,578
Avg per participant Near avg balance/head

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Official DOL plan name: Shelco, LLC 401(k) Plan · Sponsored by Shelco, LLC · North Carolina · Construction

$18M in assets, 132 participants

Shelco, LLC's Shelco, LLC 401(k) Plan reported $18M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

#6,259 in Construction (9,030 peers)

Coverage in North Carolina

Shelco, LLC 401(k) Plan covers 132 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $18M.

#6,259
in Construction (9,030 peers): +21.9%
assets growth YoY

Shelco, LLC 401(k) Plan's outsized position by total assets

Shelco, LLC 401(k) Plan vs every filed plan by assets

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

$17,764,250 Top 30% higher than 70% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Shelco, LLC 401(k) 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. Shelco, LLC 401(k) Plan sits mid-pack in the medium band (132 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Shelco, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Shelco, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
Shelco, LLC 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 561190111 · Shelco, LLC PY 2023 · 401(k)

Shelco, LLC 401(k) Plan · $18M · 132 · 70th

BOY $18M
SCH 132
EBSA 70th
PART 401(k)
TYPE near Proscan Imaging, LLC Profit Sharing Plan
NET ind #6259

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 North Carolina →

End-of-year total assets ($M) among Shelco, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$18M
Net Income	$3M
Employer EIN	561190111
Plan Effective Date	1997-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shelco, LLC)

Latest sponsor-wide plan assets: $16M 11.852976570704218% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	162	$15M
2023	1	132	$18M
2024	1	137	$16M

Nearby 401(k) Plans in North Carolina

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

Shelco, LLC 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Shelco, LLC 401(k) Plan side-by-side with 3 peers →

Shelco, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Proscan Imaging, LLC Profit Sharing Plan in OH ($18M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Proscan Imaging, LLC Profit Sharing Plan (OH) $18M · 327
Masonic Health System of Massachusetts, Inc. and Grand Lodge of Masons in (MA) $18M · 503
Community Resources for Justice, Inc. 401(k) Retirement Plan (MA) $18M · 832
Fishtown Analytics 401(k) Plan (PA) $18M · 346

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
Treeline Biosciences 401(k) Plan (MA) 132 · 0 off

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 Shelco, LLC 401(k) Plan assets move in 2023? ▼

Shelco, LLC 401(k) Plan grew sharply - up 21.9% during 2023, from $15M to $18M. Reported net income was $3M.

How have Shelco, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Shelco, LLC's sponsor-wide assets grew 11.9%, from $15M to $16M.

Which 401(k) plans are similar in size to Shelco, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Proscan Imaging, LLC Profit Sharing Plan in OH ($18M, 327 participants).

Which 401(k) plans cover a similar participant headcount to Shelco, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 561190111.