401(k) · DOL Form 5500 · 2022

Shelby Residential & Vocational 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
169
Participants Small participant base
31st
Percentile by assets National rank
$9,842
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan · Sponsored by Shelby Residential & Vocational · Tennessee · Healthcare & Social Assistance

$2M in assets, 169 participants

Shelby Residential & Vocational's Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan reported $2M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,188 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan covers 169 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $2M.

#6,188
in Healthcare & Social Assistance (20,060 peers)
-12.1%
assets change YoY

The plan reported a net loss of $229K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,663,277 31st percentile higher than 31% of 139,123 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 2022

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (169 participants).

DOL schedule card

Filing strip 620854890 · Shelby Residential & Vocational PY 2022 · 401(k)

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan · $2M · 169 · 31st

  • TYPE $2M
  • NET 169
  • BOOK 31st
  • VS-ST 401(k)
  • BOY near Crosspoint 401(k) Retirement Plan
  • SCH ind #6188

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 Tennessee →

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing PlanShelby Residential & Vocatio…$2MCrosspoint 401(k) Retirement PlanCrosspoint 401(k) Retirement…$2MVisiting Nurse Association 401(k) Profit Sharing Plan and TrustVisiting Nurse Association 4…$2MCentral Savings Bank 401(k) PlanCentral Savings Bank 401(k) …$2MBokser Dental 401(k) Profit Sharing PlanBokser Dental 401(k) Profit …$2M
End-of-year total assets ($M) among Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$229K
Employer EIN620854890
Plan Effective Date1981-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelby Residential & Vocational)

Sponsor-wide plan assets over time

All Shelby Residential & Vocational plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M$2M 20222023 $1.66M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 169 $2M
2023 1 122 N/A

Nearby 401(k) Plans in Tennessee

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

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.001663277 · Participants: 169Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Crosspoint 401(k) Retirement Plan in IL ($2M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.1% during 2022, from $2M to $2M. Reported net income was -$229K.
Which 401(k) plans are similar in size to Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crosspoint 401(k) Retirement Plan in IL ($2M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Shelby Residential & Vocational Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 620854890.

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.