401(k) · DOL Form 5500 · 2023

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
134
Participants Small participant base
53rd
Percentile by assets National rank
$56,925
Avg per participant Low balance/head
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Official DOL plan name: Sheely's Furniture & Appliance Co., Inc. 401(k) Plan · Sponsored by Sheely's Furniture & Appliance Co., Inc. · Ohio · Retail Trade

$8M in assets, 134 participants

Sheely's Furniture & Appliance Co., Inc.'s Sheely's Furniture & Appliance Co., Inc. 401(k) Plan reported $8M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #5,303 in Retail Trade (8,414 peers)

Coverage in Ohio

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan covers 134 participants in Ohio, about 18% of the average Ohio filer (state average ~765 per filing). Assets: $8M.

#5,303
in Retail Trade (8,414 peers)
+12.8%
assets growth YoY

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan vs every filed plan by assets

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

$7,628,013 Top 47% higher than 53% 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

Sheely's Furniture & Appliance Co., Inc. 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. Sheely's Furniture & Appliance Co., Inc. 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheely's Furniture & Appliance Co., Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $866K in the plan year 2023 filing.
  • Sheely's Furniture & Appliance Co., Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sheely's Furniture & Appliance Co., Inc. 401(k) Plan reported participants rose from 130 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340900451 · Sheely's Furniture & Appliance Co., Inc. PY 2023 · 401(k)

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan · $8M · 134 · 53rd

  • NET $8M
  • NET 134
  • NET 53rd
  • NET 401(k)
  • NET near Ami Holdings, LLC 401(k) Profit Sharing Plan
  • NET ind #5303

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 Ohio →

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan in the asset neighbourhood

Sheely's Furniture & Appliance Co., Inc. 401(k) PlanSheely's Furniture & Applian…$8MAmi Holdings, LLC 401(k) Profit Sharing PlanAmi Holdings, LLC 401(k) Pro…$8MSme Development Partners LLC Profit Sharing PlanSme Development Partners LLC…$8MLash Construction, Inc. 401(k) Profit Sharing PlanLash Construction, Inc. 401(…$8MPrimeritus Financial Services Inc. 401(k) Profit Sharing PlanPrimeritus Financial Service…$8M
End-of-year total assets ($M) among Sheely's Furniture & Appliance Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$866K
Employer EIN340900451
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheely's Furniture & Appliance Co., Inc.)

Sponsor-wide plan assets over time

All Sheely's Furniture & Appliance Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 29.284093737471018% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.76M $8.74M ▲ +29.3%
Year Plans Participants Total Assets
2022 1 130 $7M
2023 1 134 $8M
2024 1 137 $9M

Nearby 401(k) Plans in Ohio

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

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sheely's Furniture & Appliance Co., Inc. 401(k) Plan, Total assets ($B): 0.007628013 · Participants: 134Sheely's Furniture & Appliance Co., Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sheely's Furniture & Appliance Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sheely's Furniture & Appliance Co., Inc. 401(k) Plan side-by-side with 3 peers →

Sheely's Furniture & Appliance Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Ami Holdings, LLC 401(k) Profit Sharing Plan in CA ($8M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Sheely's Furniture & Appliance Co., Inc. 401(k) Plan assets move in 2023? ▼
Sheely's Furniture & Appliance Co., Inc. 401(k) Plan grew at a solid clip - up 12.8% during 2023, from $7M to $8M. Reported net income was $866K.
How have Sheely's Furniture & Appliance Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheely's Furniture & Appliance Co., Inc.'s sponsor-wide assets grew 29.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Sheely's Furniture & Appliance Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ami Holdings, LLC 401(k) Profit Sharing Plan in CA ($8M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Sheely's Furniture & Appliance Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 340900451.

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.