401(k) · DOL Form 5500 · 2023

Shelton Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
199
Participants Below avg headcount
75th
Percentile by assets National rank
$111,844
Avg per participant Below avg balance/head
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Official DOL plan name: Shelton Holdings, LLC 401-K Plan · Sponsored by Shelton Holdings, LLC · Hawaii · Retail Trade

$22M in assets, 199 participants

Shelton Holdings, LLC's Shelton Holdings, LLC 401-K Plan reported $22M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,075 in Retail Trade (8,414 peers)

Where Shelton Holdings, LLC 401-K Plan sits by assets

Shelton Holdings, LLC 401-K Plan sits in the top quartile of all filed plans by assets, $22M for 199 participants (~$111,844/participant), up 17.2% in 2023.

#7,075
in Retail Trade (8,414 peers)
+17.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Shelton Holdings, LLC 401-K Plan's outsized position by total assets

Shelton Holdings, LLC 401-K Plan vs every filed plan by assets

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

$22,257,004 Top 25% higher than 75% 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

Shelton Holdings, 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. Shelton Holdings, LLC 401-K Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelton Holdings, LLC 401-K Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shelton Holdings, LLC 401-K Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Shelton Holdings, LLC 401-K Plan reported participants rose from 193 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 263685979 · Shelton Holdings, LLC PY 2023 · 401(k)

Shelton Holdings, LLC 401-K Plan · $22M · 199 · 75th

  • IND $22M
  • IND 199
  • IND 75th
  • IND 401(k)
  • IND near Central Supply Company, Inc. Employees' Retirement Plan
  • IND ind #7075

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 Hawaii →

Shelton Holdings, LLC 401-K Plan in the asset neighbourhood

Shelton Holdings, LLC 401-K PlanShelton Holdings, LLC 401-K …$22MCentral Supply Company, Inc. Employees' Retirement PlanCentral Supply Company, Inc.…$22MThe Salary Reduction Thrift Plan for Employees of N. B. Handy Company, IncThe Salary Reduction Thrift …$22MRrm Design Group Retirement PlanRrm Design Group Retirement …$22MKellogg Supply, Inc. 401(k) PlanKellogg Supply, Inc. 401(k) …$22M
End-of-year total assets ($M) among Shelton Holdings, LLC 401-K Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN263685979
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelton Holdings, LLC)

Sponsor-wide plan assets over time

All Shelton Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 24.901890934577544% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $19M $23.7M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 193 $19M
2023 1 199 $22M
2024 1 186 $24M

Nearby 401(k) Plans in Hawaii

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

Shelton Holdings, LLC 401-K Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants Shelton Holdings, LLC 401-K Plan, Total assets ($B): 0.022257004 · Participants: 199Shelton Holdings, LLC 401-K PlanThe Queen's Health Systems Retirement Savings Plan, Total assets ($B): 1.628724442 · Participants: 8612The Queen's Health Systems Retirement Savings PlanBank of Hawaii Retirement Savings Plan, Total assets ($B): 0.75887371 · Participants: 2094Bank of Hawaii Retirement Savings PlanHawaiian Electric Industries Retirement Savings Plan, Total assets ($B): 0.68477192 · Participants: 2679Hawaiian Electric Industries Retirement Savings PlanHawaiian Airlines, Inc. Pilots' 401(k) Plan, Total assets ($B): 0.582282026 · Participants: 1021Hawaiian Airlines, Inc. Pilots' 401(k) PlanKamehameha Schools 401(k) Retirement Savings Plan, Total assets ($B): 0.557808033 · Participants: 2460Kamehameha Schools 401(k) Retirement Savings Plan
Shelton Holdings, LLC 401-K Plan vs. nearby 401(k) plans in Hawaii, assets vs. participants
Compare Shelton Holdings, LLC 401-K Plan side-by-side with 3 peers →

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

Outside Hawaii, the nearest 401(k) by assets is Central Supply Company, Inc. Employees' Retirement Plan in IN ($22M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Shelton Holdings, LLC 401-K Plan assets move in 2023? ▼
Shelton Holdings, LLC 401-K Plan grew sharply - up 17.2% during 2023, from $19M to $22M. Reported net income was $3M.
How have Shelton Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelton Holdings, LLC's sponsor-wide assets grew 24.9%, from $19M to $24M.
Where does Shelton Holdings, LLC 401-K Plan rank by assets among Form 5500 filers? ▼
Shelton Holdings, LLC 401-K Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shelton Holdings, LLC 401-K Plan? ▼
Among 401(k) plans in other states, the closest by assets is Central Supply Company, Inc. Employees' Retirement Plan in IN ($22M, 186 participants).
Which 401(k) plans cover a similar participant headcount to Shelton Holdings, LLC 401-K Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 263685979.

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.