401(k) · DOL Form 5500 · 2023

Dell Retirement Services Inc 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
508
Participants Below avg headcount
69th
Percentile by assets National rank
$31,742
Avg per participant Low balance/head
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Official DOL plan name: Shannondell Retirement Savings Plan · Sponsored by Dell Retirement Services Inc · Pennsylvania · Healthcare & Social Assistance

$16M in assets, 508 participants

Dell Retirement Services Inc's Shannondell Retirement Savings Plan reported $16M in total assets and 508 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,003 in Healthcare & Social Assistance (17,684 peers)

Dell Retirement Services Inc multi-year trail

Dell Retirement Services Inc's plans moved +34.2% in assets from 2022 to 2024; this filing shows Shannondell Retirement Savings Plan at $16M / 508 participants.

#13,003
in Healthcare & Social Assistance (17,684 peers)
+18.7%
assets growth YoY

Shannondell Retirement Savings Plan's outsized position by total assets

Shannondell Retirement Savings Plan vs every filed plan by assets

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

$16,124,978 Top 31% higher than 69% 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

Shannondell Retirement Savings 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. Shannondell Retirement Savings Plan sits mid-pack in the medium band (508 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shannondell Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shannondell Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Shannondell Retirement Savings Plan reported participants rose from 490 in the plan year 2022 filing to 508 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 233082110 · Dell Retirement Services Inc PY 2023 · 401(k)

Shannondell Retirement Savings Plan · $16M · 508 · 69th

  • SCH $16M
  • EBSA 508
  • PART 69th
  • TYPE 401(k)
  • NET near The Diesel Equipment Company, Inc. Savings Plan and Trust
  • BOOK ind #13003

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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →

Shannondell Retirement Savings Plan in the asset neighbourhood

The Diesel Equipment Company, Inc. Savings Plan and TrustThe Diesel Equipment Company…$16MLee Bank 401(k) Plan$16MShannondell Retirement Savings PlanShannondell Retirement Savin…$16MTotal Comfort Solutions Inc. Retirement Savings PlanTotal Comfort Solutions Inc.…$16MCentury Fasteners Corp. Employees' Retirement Savings PlanCentury Fasteners Corp. Empl…$16M
End-of-year total assets ($M) among Shannondell Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Dell Retirement Services Inc multi-year asset trail

Sponsor-wide plan assets over time

All Dell Retirement Services Inc plans reported in each filing year

Latest sponsor-wide plan assets
$18M 34.23904907905476% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.6M $18.2M ▲ +34.2%
Year Plans Participants Total Assets
2022 1 490 $14M
2023 1 508 $16M
2024 1 537 $18M

Dell Retirement Services Inc filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN233082110
Plan Effective Date2004-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Shannondell Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Shannondell Retirement Savings Plan, Total assets ($B): 0.016124978 · Participants: 508Shannondell Retirement Savings 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
Shannondell Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shannondell Retirement Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is The Diesel Equipment Company, Inc. Savings Plan and Trust in AL ($16M); by covered participants it is Southern Hvac Corporation 401(k) Plan in FL (508 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (508 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 Shannondell Retirement Savings Plan assets move in 2023? ▼
Shannondell Retirement Savings Plan grew sharply - up 18.7% during 2023, from $14M to $16M. Reported net income was $3M.
How have Dell Retirement Services Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dell Retirement Services Inc's sponsor-wide assets grew 34.2%, from $14M to $18M.
Which 401(k) plans are similar in size to Shannondell Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Diesel Equipment Company, Inc. Savings Plan and Trust in AL ($16M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Shannondell Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Hvac Corporation 401(k) Plan in FL (508 participants, $11M 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 233082110.

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.