401(k) · DOL Form 5500 · 2023

D. Shelly Group, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
659
Participants Below avg headcount
76th
Percentile by assets National rank
$38,099
Avg per participant Low balance/head
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Official DOL plan name: D. Shelly Group, Inc. 401(k) Retirement Savings Plan · Sponsored by D. Shelly Group, Inc. · California · Retail Trade

$25M in assets, 659 participants

D. Shelly Group, Inc.'s D. Shelly Group, Inc. 401(k) Retirement Savings Plan reported $25M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,201 in Retail Trade (8,414 peers)

Where D. Shelly Group, Inc. 401(k) Retirement Savings Plan sits by assets

D. Shelly Group, Inc. 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $25M for 659 participants (~$38,099/participant), up 30.5% in 2023.

#7,201
in Retail Trade (8,414 peers)
+30.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

D. Shelly Group, Inc. 401(k) Retirement Savings Plan's outsized position by total assets

D. Shelly Group, Inc. 401(k) Retirement Savings Plan vs every filed plan by assets

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

$25,107,173 Top 24% higher than 76% 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

D. Shelly Group, Inc. 401(k) 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. D. Shelly Group, Inc. 401(k) Retirement Savings Plan sits mid-pack in the medium band (659 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D. Shelly Group, Inc. 401(k) Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • D. Shelly Group, Inc. 401(k) Retirement Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • D. Shelly Group, Inc. 401(k) Retirement Savings Plan reported participants fell from 682 in the plan year 2022 filing to 659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330840243 · D. Shelly Group, Inc. PY 2023 · 401(k)

D. Shelly Group, Inc. 401(k) Retirement Savings Plan · $25M · 659 · 76th

  • PART $25M
  • PART 659
  • PART 76th
  • PART 401(k)
  • PART near Valence Surface Technologies 401(k) Plan
  • PART ind #7201

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 California →

D. Shelly Group, Inc. 401(k) Retirement Savings Plan in the asset neighbourhood

D. Shelly Group, Inc. 401(k) Retirement Savings PlanD. Shelly Group, Inc. 401(k)…$25MValence Surface Technologies 401(k) PlanValence Surface Technologies…$25MInnovetive Petcare 401(k) Profit Sharing Plan and TrustInnovetive Petcare 401(k) Pr…$25MGiffels-Webster Engineers, Inc. Employees' 401(k) Plan and TrustGiffels-Webster Engineers, I…$25MHah Holdings, LLC 401(k) Plan$25M
End-of-year total assets ($M) among D. Shelly Group, Inc. 401(k) Retirement Savings 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)$25M
Net Income$6M
Employer EIN330840243
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D. Shelly Group, Inc.)

Sponsor-wide plan assets over time

All D. Shelly Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 46.12329197212803% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $28.1M ▲ +46.2%
Year Plans Participants Total Assets
2022 1 682 $19M
2023 1 659 $25M
2024 1 652 $28M

Nearby 401(k) Plans in California

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

D. Shelly Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants D. Shelly Group, Inc. 401(k) Retirement Savings Plan, Total assets ($B): 0.025107173 · Participants: 659D. Shelly Group, Inc. 401(k) Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
D. Shelly Group, Inc. 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare D. Shelly Group, Inc. 401(k) Retirement Savings Plan side-by-side with 3 peers →

D. Shelly Group, Inc. 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Valence Surface Technologies 401(k) Plan in TX ($25M); by covered participants it is Ags LLC 401(k) Plan in NV (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 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 D. Shelly Group, Inc. 401(k) Retirement Savings Plan assets move in 2023? ▼
D. Shelly Group, Inc. 401(k) Retirement Savings Plan surged - up 30.5% during 2023, from $19M to $25M. Reported net income was $6M.
How have D. Shelly Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D. Shelly Group, Inc.'s sponsor-wide assets grew 46.1%, from $19M to $28M.
Where does D. Shelly Group, Inc. 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
D. Shelly Group, Inc. 401(k) Retirement Savings Plan ranks in the 76th 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 D. Shelly Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valence Surface Technologies 401(k) Plan in TX ($25M, 1,016 participants).
Which 401(k) plans cover a similar participant headcount to D. Shelly Group, Inc. 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ags LLC 401(k) Plan in NV (659 participants, $49M 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 330840243.

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.