Defined Benefit (Pension) · DOL Form 5500 · 2023

Shelby Foods, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
27th
Percentile by assets National rank
$47,401
Avg per participant Low balance/head
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Official DOL plan name: Shelby Foods Cash Balance Plan · Sponsored by Shelby Foods, LLC · New York · Wholesale Trade

$2M in assets, 32 participants

Shelby Foods, LLC's Shelby Foods Cash Balance Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,056 in Wholesale Trade (6,309 peers)

Shelby Foods, LLC multi-year trail

Shelby Foods, LLC's plans moved +61.8% in assets from 2022 to 2024; this filing shows Shelby Foods Cash Balance Plan at $2M / 32 participants.

#1,056
in Wholesale Trade (6,309 peers)
+30.4%
assets growth YoY

Shelby Foods Cash Balance Plan among the smaller filed plans by assets

Shelby Foods Cash Balance Plan vs every filed plan by assets

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

$1,516,827 27th percentile higher than 27% 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

Shelby Foods Cash Balance 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. Shelby Foods Cash Balance Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelby Foods Cash Balance Plan reported net income rose from -$264K in the plan year 2022 filing to $354K in the plan year 2023 filing.
  • Shelby Foods Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shelby Foods Cash Balance Plan reported participants fell from 35 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260370845 · Shelby Foods, LLC PY 2023 · Defined Benefit (Pension)

Shelby Foods Cash Balance Plan · $2M · 32 · 27th

  • EBSA $2M
  • EBSA 32
  • EBSA 27th
  • EBSA Defined Benefit (Pension)
  • EBSA near Broadway Stores, Inc. Pension Plan for Part. Concessionaires
  • EBSA ind #1056

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 Wholesale Trade retirement plans → · Plans in New York →

Shelby Foods Cash Balance Plan in the asset neighbourhood

Shelby Foods Cash Balance PlanShelby Foods Cash Balance Pl…$2MBroadway Stores, Inc. Pension Plan for Part. ConcessionairesBroadway Stores, Inc. Pensio…$2MPlasterers Local 79 Pension PlanPlasterers Local 79 Pension …$2MIncolor Concepts, Inc. Retirement PlanIncolor Concepts, Inc. Retir…$2MSmall Axe Films, Inc. Defined Benefit Pension PlanSmall Axe Films, Inc. Define…$2M
End-of-year total assets ($M) among Shelby Foods Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Shelby Foods, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shelby Foods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.84360386082959% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.24M $5.24M ▲ +61.7%
Year Plans Participants Total Assets
2022 2 90 $3M
2023 2 102 $4M
2024 2 96 $5M

Shelby Foods, LLC filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$354K
Employer EIN260370845
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shelby Foods Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Shelby Foods Cash Balance Plan, Total assets ($B): 0.001516827 · Participants: 32Shelby Foods Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Shelby Foods Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Shelby Foods Cash Balance Plan side-by-side with 3 peers →

Shelby Foods Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Broadway Stores, Inc. Pension Plan for Part. Concessionaires in OH ($2M); by covered participants it is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Shelby Foods Cash Balance Plan assets move in 2023? ▼
Shelby Foods Cash Balance Plan surged - up 30.4% during 2023, from $1M to $2M. Reported net income was $354K.
How have Shelby Foods, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelby Foods, LLC's sponsor-wide assets grew 61.8%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Shelby Foods Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Broadway Stores, Inc. Pension Plan for Part. Concessionaires in OH ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shelby Foods Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (32 participants, $93M 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 260370845.

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.