401(k) · DOL Form 5500 · 2023

Shelly & Sands, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
311
Participants Below avg headcount
90th
Percentile by assets National rank
$264,719
Avg per participant High balance/head
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Official DOL plan name: Shelly & Sands, Inc. Employees 401(k) Plan · Sponsored by Shelly & Sands, Inc. · Ohio · Construction

$82M in assets, 311 participants

Shelly & Sands, Inc.'s Shelly & Sands, Inc. Employees 401(k) Plan reported $82M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,951 in Construction (9,030 peers)

Coverage in Ohio

Shelly & Sands, Inc. Employees 401(k) Plan covers 311 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $82M.

#7,951
in Construction (9,030 peers)
+15.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Shelly & Sands, Inc. Employees 401(k) Plan's outsized position by total assets

Shelly & Sands, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$82,327,586 Top 10% higher than 90% 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

Shelly & Sands, Inc. Employees 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. Shelly & Sands, Inc. Employees 401(k) Plan sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelly & Sands, Inc. Employees 401(k) Plan reported net income rose from -$21M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Shelly & Sands, Inc. Employees 401(k) Plan end-of-year assets rose from $72M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Shelly & Sands, Inc. Employees 401(k) Plan reported participants rose from 307 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 314351261 · Shelly & Sands, Inc. PY 2023 · 401(k)

Shelly & Sands, Inc. Employees 401(k) Plan · $82M · 311 · 90th

  • BOY $82M
  • BOY 311
  • BOY 90th
  • BOY 401(k)
  • BOY near Balfour Beatty LLC 401(k) Plan
  • BOY ind #7951

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 Construction retirement plans → · Plans in Ohio →

Shelly & Sands, Inc. Employees 401(k) Plan in the asset neighbourhood

Rice Lake Weighing Systems Employees Profit Sharing Plus PlanRice Lake Weighing Systems E…$82MShelly & Sands, Inc. Employees 401(k) PlanShelly & Sands, Inc. Employe…$82MBalfour Beatty LLC 401(k) PlanBalfour Beatty LLC 401(k) Pl…$82MKsm Business Services, Inc. 401(k) PlanKsm Business Services, Inc. …$82MVimeo 401(k) Retirement Savings PlanVimeo 401(k) Retirement Savi…$82M
End-of-year total assets ($M) among Shelly & Sands, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$82M
Net Income$11M
Employer EIN314351261
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelly & Sands, Inc.)

Sponsor-wide plan assets over time

All Shelly & Sands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 21.388602355599453% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $71.6M $86.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 307 $72M
2023 1 311 $82M
2024 1 312 $87M

Nearby 401(k) Plans in Ohio

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

Shelly & Sands, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Shelly & Sands, Inc. Employees 401(k) Plan, Total assets ($B): 0.082327586 · Participants: 311Shelly & Sands, Inc. Employees 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Shelly & Sands, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Shelly & Sands, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Shelly & Sands, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Balfour Beatty LLC 401(k) Plan in GA ($82M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Shelly & Sands, Inc. Employees 401(k) Plan assets move in 2023? ▼
Shelly & Sands, Inc. Employees 401(k) Plan grew sharply - up 15.1% during 2023, from $72M to $82M. Reported net income was $11M.
How have Shelly & Sands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelly & Sands, Inc.'s sponsor-wide assets grew 21.4%, from $72M to $87M.
Where does Shelly & Sands, Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelly & Sands, Inc. Employees 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shelly & Sands, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Balfour Beatty LLC 401(k) Plan in GA ($82M, 1,914 participants).
Which 401(k) plans cover a similar participant headcount to Shelly & Sands, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 314351261.

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.