401(k) · DOL Form 5500 · 2023

Shelter Products, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
71
Participants Small participant base
85th
Percentile by assets National rank
$651,932
Avg per participant High balance/head
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Official DOL plan name: Shelter Products, Inc. Savings Plan and Trust · Sponsored by Shelter Products, Inc. · Oregon · Wholesale Trade

$46M in assets, 71 participants

Shelter Products, Inc.'s Shelter Products, Inc. Savings Plan and Trust reported $46M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,416 in Wholesale Trade (6,309 peers)

Where Shelter Products, Inc. Savings Plan and Trust sits by assets

Shelter Products, Inc. Savings Plan and Trust sits in the top quartile of all filed plans by assets, $46M for 71 participants (~$651,932/participant), up 39.6% in 2023.

#5,416
in Wholesale Trade (6,309 peers)
+39.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Shelter Products, Inc. Savings Plan and Trust's outsized position by total assets

Shelter Products, Inc. Savings Plan and Trust vs every filed plan by assets

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

$46,287,143 Top 15% higher than 85% 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

Shelter Products, Inc. Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Products, Inc. Savings Plan and Trust is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelter Products, Inc. Savings Plan and Trust reported net income rose from $5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Shelter Products, Inc. Savings Plan and Trust end-of-year assets rose from $33M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Shelter Products, Inc. Savings Plan and Trust reported participants fell from 73 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911827267 · Shelter Products, Inc. PY 2023 · 401(k)

Shelter Products, Inc. Savings Plan and Trust · $46M · 71 · 85th

  • TYPE $46M
  • TYPE 71
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Campbell, Conroy & O'neil Professional Corporation 401(k) Plan
  • TYPE ind #5416

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 Oregon →

Shelter Products, Inc. Savings Plan and Trust in the asset neighbourhood

Airswift Technical Services 401(k) Ps Plan & TrustAirswift Technical Services …$46MShelter Products, Inc. Savings Plan and TrustShelter Products, Inc. Savin…$46MCampbell, Conroy & O'neil Professional Corporation 401(k) PlanCampbell, Conroy & O'neil Pr…$46MBeachfleischman, PLLC 401(k) PlanBeachfleischman, PLLC 401(k)…$46MAhold Delhaize USA Corporate Support 401(k) PlanAhold Delhaize USA Corporate…$46M
End-of-year total assets ($M) among Shelter Products, Inc. Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$46M
Net Income$12M
Employer EIN911827267
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter Products, Inc.)

Sponsor-wide plan assets over time

All Shelter Products, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 55.174543359208926% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33.2M $51.4M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 73 $33M
2023 1 71 $46M
2024 1 81 $51M

Nearby 401(k) Plans in Oregon

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

Shelter Products, Inc. Savings Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Shelter Products, Inc. Savings Plan and Trust, Total assets ($B): 0.046287143 · Participants: 71Shelter Products, Inc. Savings Plan and Trust401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Shelter Products, Inc. Savings Plan and Trust vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Shelter Products, Inc. Savings Plan and Trust side-by-side with 3 peers →

Shelter Products, Inc. Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Campbell, Conroy & O'neil Professional Corporation 401(k) Plan in MA ($46M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Shelter Products, Inc. Savings Plan and Trust assets move in 2023? ▼
Shelter Products, Inc. Savings Plan and Trust surged - up 39.6% during 2023, from $33M to $46M. Reported net income was $12M.
How have Shelter Products, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Products, Inc.'s sponsor-wide assets grew 55.2%, from $33M to $51M.
Where does Shelter Products, Inc. Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Shelter Products, Inc. Savings Plan and Trust ranks in the 85th 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 Shelter Products, Inc. Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Campbell, Conroy & O'neil Professional Corporation 401(k) Plan in MA ($46M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Shelter Products, Inc. Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 911827267.

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.