Profit Sharing · DOL Form 5500 · 2023

Shaleswall Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
27th
Percentile by assets National rank
$502,079
Avg per participant High balance/head
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Official DOL plan name: Shaleswall Inc. Retirement Plan · Sponsored by Shaleswall Inc. · North Carolina · Arts, Entertainment & Recreation

$2M in assets, 3 participants

Shaleswall Inc.'s Shaleswall Inc. Retirement Plan reported $2M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,537 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Shaleswall Inc. Retirement Plan ranks #1,537 of 2,945 2023 filers by assets (1844% of the sector average)-$2M for 3 participants.

#1,537
in Arts, Entertainment & Recreation (2,945 peers)
+1270.4%
assets growth YoY

Shaleswall Inc. Retirement Plan among the smaller filed plans by assets

Shaleswall Inc. Retirement Plan vs every filed plan by assets

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

$1,506,238 27th percentile higher than 27% 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

Shaleswall Inc. Retirement 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. Shaleswall Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shaleswall Inc. Retirement Plan reported net income rose from $21K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Shaleswall Inc. Retirement Plan end-of-year assets rose from $110K in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 833912265 · Shaleswall Inc. PY 2023 · Profit Sharing

Shaleswall Inc. Retirement Plan · $2M · 3 · 27th

  • EIN $2M
  • RANK 3
  • PHOTO 27th
  • IND Profit Sharing
  • EOY near Inland Fastener, Inc. Employee Profit Sharing Plan
  • 5500 ind #1537

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 Arts, Entertainment & Recreation retirement plans → · Plans in North Carolina →

Shaleswall Inc. Retirement Plan in the asset neighbourhood

Shaleswall Inc. Retirement PlanShaleswall Inc. Retirement P…$2MInland Fastener, Inc. Employee Profit Sharing PlanInland Fastener, Inc. Employ…$2MKevin R. Frawley, D.D.S. Profit Sharing Keogh PlanKevin R. Frawley, D.D.S. Pro…$2MMckearney Gowan Incorporated Retirement PlanMckearney Gowan Incorporated…$2MMuir, M.D. Profit Sharing PlanMuir, M.D. Profit Sharing Pl…$2M
End-of-year total assets ($M) among Shaleswall Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$110K
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN833912265
Plan Effective Date2019-07-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaleswall Inc.)

Sponsor-wide plan assets over time

All Shaleswall Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$133K 20.923292482099153% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.11M $0.13M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 3 $110K
2023 1 3 $2M
2024 1 3 $133K

Nearby Profit Sharing Plans in North Carolina

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

Shaleswall Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Shaleswall Inc. Retirement Plan, Total assets ($B): 0.001506238 · Participants: 3Shaleswall Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Shaleswall Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Shaleswall Inc. Retirement Plan side-by-side with 3 peers →

Shaleswall Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Inland Fastener, Inc. Employee Profit Sharing Plan in IL ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Shaleswall Inc. Retirement Plan assets move in 2023? ▼
Shaleswall Inc. Retirement Plan surged - up 1270.4% during 2023, from $110K to $2M. Reported net income was $1M.
How have Shaleswall Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaleswall Inc.'s sponsor-wide assets grew 20.9%, from $110K to $133K.
Which Profit Sharing plans are similar in size to Shaleswall Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Inland Fastener, Inc. Employee Profit Sharing Plan in IL ($2M, 13 participants).
Which Profit Sharing plans cover a similar participant headcount to Shaleswall Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 833912265.

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.