401(k) · DOL Form 5500 · 2023

Shelby Foods, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
70
Participants Small participant base
35th
Percentile by assets National rank
$39,715
Avg per participant Low balance/head
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Official DOL plan name: Shelby Foods 401(k) Profit Sharing Plan · Sponsored by Shelby Foods, LLC · New York · Wholesale Trade

$3M in assets, 70 participants

Shelby Foods, LLC's Shelby Foods 401(k) Profit Sharing Plan reported $3M in total assets and 70 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,489 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 401(k) Profit Sharing Plan at $3M / 70 participants.

#1,489
in Wholesale Trade (6,309 peers)
+33.9%
assets growth YoY

Shelby Foods 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Shelby Foods 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,780,071 35th percentile higher than 35% 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 401(k) Profit Sharing 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 401(k) Profit Sharing Plan is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelby Foods 401(k) Profit Sharing Plan reported net income rose from -$119K in the plan year 2022 filing to $704K in the plan year 2023 filing.
  • Shelby Foods 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shelby Foods 401(k) Profit Sharing Plan reported participants rose from 55 in the plan year 2022 filing to 70 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 260370845 · Shelby Foods, LLC PY 2023 · 401(k)

Shelby Foods 401(k) Profit Sharing Plan · $3M · 70 · 35th

  • RANK $3M
  • RANK 70
  • RANK 35th
  • RANK 401(k)
  • RANK near Wb Waste Solutions 401(k) Profit Sharing Plan & Trust
  • RANK ind #1489

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 401(k) Profit Sharing Plan in the asset neighbourhood

Shelby Foods 401(k) Profit Sharing PlanShelby Foods 401(k) Profit S…$3MWb Waste Solutions 401(k) Profit Sharing Plan & TrustWb Waste Solutions 401(k) Pr…$3MGhreiwati Auto, Inc. 401(k) PlanGhreiwati Auto, Inc. 401(k) …$3MLife of Amusement, Inc. 401(k) PlanLife of Amusement, Inc. 401(…$3MSocher Ins Agency Inc 401(k) Profit Sharing Plan and TrustSocher Ins Agency Inc 401(k)…$3M
End-of-year total assets ($M) among Shelby Foods 401(k) Profit Sharing Plan and nearest nationwide 401(k) 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)$2M
Net Assets (End of Year)$3M
Net Income$704K
Employer EIN260370845
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Shelby Foods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shelby Foods 401(k) Profit Sharing Plan, Total assets ($B): 0.002780071 · Participants: 70Shelby Foods 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Shelby Foods 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelby Foods 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shelby Foods 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wb Waste Solutions 401(k) Profit Sharing Plan & Trust in MD ($3M); by covered participants it is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants). Same-state nearby plans are listed separately above.

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 401(k) Profit Sharing Plan assets move in 2023? ▼
Shelby Foods 401(k) Profit Sharing Plan surged - up 33.9% during 2023, from $2M to $3M. Reported net income was $704K.
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 401(k) plans are similar in size to Shelby Foods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wb Waste Solutions 401(k) Profit Sharing Plan & Trust in MD ($3M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Shelby Foods 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Everbrite, LLC Retirement Plan for Employees Represented by the Madison IBEW Local #965 Pension Plan in WI (70 participants, $6M 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.