401(k) · DOL Form 5500 · 2023

Shelby Group International, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
277
Participants Below avg headcount
80th
Percentile by assets National rank
$119,149
Avg per participant Near avg balance/head
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Official DOL plan name: Shelby Group Employees Profit Sharing 401(k) Plan · Sponsored by Shelby Group International, Inc. · Tennessee · Wholesale Trade

$33M in assets, 277 participants

Shelby Group International, Inc.'s Shelby Group Employees Profit Sharing 401(k) Plan reported $33M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,056 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

Shelby Group Employees Profit Sharing 401(k) Plan covers 277 participants in Tennessee, about 25% of the average Tennessee filer (state average ~1,126 per filing). Assets: $33M.

#5,056
in Wholesale Trade (6,309 peers)
+7.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shelby Group Employees Profit Sharing 401(k) Plan's outsized position by total assets

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

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

$33,004,358 Top 20% higher than 80% 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 Group Employees Profit Sharing 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. Shelby Group Employees Profit Sharing 401(k) Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelby Group Employees Profit Sharing 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shelby Group Employees Profit Sharing 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Shelby Group Employees Profit Sharing 401(k) Plan reported participants rose from 272 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621237127 · Shelby Group International, Inc. PY 2023 · 401(k)

Shelby Group Employees Profit Sharing 401(k) Plan · $33M · 277 · 80th

  • PART $33M
  • PART 277
  • PART 80th
  • PART 401(k)
  • PART near Psi 401(k) Plan
  • PART ind #5056

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 Tennessee →

Shelby Group Employees Profit Sharing 401(k) Plan in the asset neighbourhood

The Spinx Company, Inc. 401(k) Retirement Savings PlanThe Spinx Company, Inc. 401(…$33MShelby Group Employees Profit Sharing 401(k) PlanShelby Group Employees Profi…$33MPsi 401(k) Plan$33MSeatec Consulting Inc. 401(k) PlanSeatec Consulting Inc. 401(k…$33MProlec-GE Waukesha, Inc. Retirement Savings PlanProlec-GE Waukesha, Inc. Ret…$33M
End-of-year total assets ($M) among Shelby Group Employees Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$33M
Net Income$2M
Employer EIN621237127
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelby Group International, Inc.)

Sponsor-wide plan assets over time

All Shelby Group International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 7.419591592565072% vs 2022
2023 filing year
$30M$31M$32M$33M$34M 20222023 $30.7M $33M ▲ +7.4%
Year Plans Participants Total Assets
2022 1 272 $31M
2023 2 545 $33M

Nearby 401(k) Plans in Tennessee

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

Shelby Group Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Shelby Group Employees Profit Sharing 401(k) Plan, Total assets ($B): 0.033004358 · Participants: 277Shelby Group Employees Profit Sharing 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Shelby Group Employees Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Shelby Group Employees Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Psi 401(k) Plan in IL ($33M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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 Shelby Group Employees Profit Sharing 401(k) Plan assets move in 2023? ▼
Shelby Group Employees Profit Sharing 401(k) Plan grew at a solid clip - up 7.4% during 2023, from $31M to $33M. Reported net income was $2M.
How have Shelby Group International, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Shelby Group International, Inc.'s sponsor-wide assets grew 7.4%, from $31M to $33M.
Where does Shelby Group Employees Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelby Group Employees Profit Sharing 401(k) Plan ranks in the 80th 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 Shelby Group Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Psi 401(k) Plan in IL ($33M, 725 participants).
Which 401(k) plans cover a similar participant headcount to Shelby Group Employees Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 621237127.

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.