ESOP · DOL Form 5500 · 2023

The Shelburne Company ESOP

Data updated 2026-08-25

$594K
Total assets Small plan by assets
7
Participants Small participant base
19th
Percentile by assets National rank
$84,909
Avg per participant Below avg balance/head
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Official DOL plan name: The Shelburne Company Employee Stock Ownership Plan · Sponsored by The Shelburne Company · Maryland · Agriculture, Forestry & Fishing

$594K in assets, 7 participants

The Shelburne Company's The Shelburne Company Employee Stock Ownership Plan reported $594K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #222 in Agriculture, Forestry & Fishing (1,288 peers)

The Shelburne Company multi-year trail

The Shelburne Company's plans moved +98.2% in assets from 2022 to 2024; this filing shows The Shelburne Company Employee Stock Ownership Plan at $594K / 7 participants.

#222
in Agriculture, Forestry & Fishing (1,288 peers)
-0.2%
assets change YoY

The Shelburne Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Shelburne Company Employee Stock Ownership Plan vs every filed plan by assets

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

$594,365 19th percentile higher than 19% 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

The Shelburne Company Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shelburne Company Employee Stock Ownership Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Shelburne Company Employee Stock Ownership Plan reported net income rose from $89K in the plan year 2022 filing to $167K in the plan year 2023 filing.
  • The Shelburne Company Employee Stock Ownership Plan reported participants fell from 11 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520674793 · The Shelburne Company PY 2023 · ESOP

The Shelburne Company Employee Stock Ownership Plan · $594K · 7 · 19th

  • 5500 $594K
  • ASSETS 7
  • PCT 19th
  • EIN ESOP
  • RANK near Cla-Mar Inc Employees Stock Ownership Plan
  • PHOTO ind #222

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 What is an ESOP? → · Plans in Maryland →

The Shelburne Company Employee Stock Ownership Plan in the asset neighbourhood

Cla-Mar Inc Employees Stock Ownership PlanCla-Mar Inc Employees Stock …$598KSaversystems Employee Stock Ownership PlanSaversystems Employee Stock …$600KThe Logan Graphic Products, Inc. Employee Stock Ownership PlanThe Logan Graphic Products, …$600KThe Shelburne Company Employee Stock Ownership PlanThe Shelburne Company Employ…$594KJ.T. Chapman Company Stock Bonus Employee Stock Ownership Plan & TrustJ.T. Chapman Company Stock B…$589K
End-of-year total assets ($M) among The Shelburne Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Shelburne Company multi-year asset trail

Sponsor-wide plan assets over time

All The Shelburne Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 98.24824110648713% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.6M $1.18M ▲ +96.7%
Year Plans Participants Total Assets
2022 1 11 $596K
2023 1 7 $594K
2024 1 N/A $1M

The Shelburne Company filing trail (2023)

Total Assets (Beginning of Year)$596K
Net Assets (End of Year)-$60K
Net Income$167K
Employer EIN520674793
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Shelburne Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Shelburne Company Employee Stock Ownership Plan, Total assets ($B): 0.000594365 · Participants: 7The Shelburne Company Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.118445961 · Participants: 1617Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.406851042 · Participants: 3046Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.335744983 · Participants: 1793Kci Technologies, Inc. Employee Stock Ownership PlanBrown Capital Management ESOP, Total assets ($B): 0.320387257 · Participants: 35Brown Capital Management ESOPLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.267392826 · Participants: 5839Lockheed Martin Corporation Capital Accumulation Plan
The Shelburne Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare The Shelburne Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Shelburne Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Maryland, the nearest ESOP by assets is Cla-Mar Inc Employees Stock Ownership Plan in KS ($598K); by covered participants it is Efs Wealth Management Employee Stock Ownership Plan in IA (7 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 The Shelburne Company Employee Stock Ownership Plan assets move in 2023? ▼
The Shelburne Company Employee Stock Ownership Plan held essentially flat - down 0.2% during 2023, from $596K to $594K. Reported net income was $167K.
How have The Shelburne Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shelburne Company's sponsor-wide assets grew 98.2%, from $596K to $1M.
Where does The Shelburne Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Shelburne Company Employee Stock Ownership Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Shelburne Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cla-Mar Inc Employees Stock Ownership Plan in KS ($598K, 6 participants).
Which ESOP plans cover a similar participant headcount to The Shelburne Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Efs Wealth Management Employee Stock Ownership Plan in IA (7 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 520674793.

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.