401(k) · DOL Form 5500 · 2023

Old Shell Road Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 307
Participants Below avg headcount: 53rd
Percentile by assets National rank: $25,592
Avg per participant Low balance/head

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Official DOL plan name: Old Shell Road Management, Inc. 401(k) Plan · Sponsored by Old Shell Road Management, Inc. · Alabama · Construction

$8M in assets, 307 participants

Old Shell Road Management, Inc.'s Old Shell Road Management, Inc. 401(k) Plan reported $8M in total assets and 307 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

#4,680 in Construction (9,030 peers)

What the 2023 filing shows

Old Shell Road Management, Inc. 401(k) Plan holds $8M for 307 participants - about $25,592 per participant, above the median plan by assets.

#4,680
in Construction (9,030 peers): -0.9%
assets change YoY

The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Old Shell Road Management, Inc. 401(k) Plan's mid-pack asset rank among Construction and all filers

Old Shell Road Management, Inc. 401(k) Plan vs every filed plan by assets

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

$7,856,601 Top 47% higher than 53% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Old Shell Road Management, Inc. 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. Old Shell Road Management, Inc. 401(k) Plan sits mid-pack in the medium band (307 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 874279908 · Old Shell Road Management, Inc. PY 2023 · 401(k)

Old Shell Road Management, Inc. 401(k) Plan · $8M · 307 · 53rd

EOY $8M
EOY 307
EOY 53rd
EOY 401(k)
EOY near Wendy's Employee Investment Plan
EOY ind #4680

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 Alabama →

End-of-year total assets ($M) among Old Shell Road Management, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	-$74K
Employer EIN	874279908
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Old Shell Road Management, Inc.)

Latest sponsor-wide plan assets: $8M 4.292594214724662% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	307	$8M
2024	1	250	$8M

Nearby 401(k) Plans in Alabama

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

Old Shell Road Management, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Old Shell Road Management, Inc. 401(k) Plan side-by-side with 3 peers →

Old Shell Road Management, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Wendy's Employee Investment Plan in KY ($8M); by covered participants it is Reliable Heating and Air 401(k) Plan in GA (307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Wendy's Employee Investment Plan (KY) $8M · 1,336
Hillsdale Furniture LLC 401(k) Profit Sharing Plan (KY) $8M · 142
Big Four Companies, Inc. 401(k) Plan (TX) $8M · 223
Visio Financial Services, Inc. 401(k) Retirement Plan (TX) $8M · 149

Similar participant headcount

Nearest other-state filings by covered participants (307 participants); asset peers above are excluded.

Reliable Heating and Air 401(k) Plan (GA) 307 · 0 off
Advanced Engineering and Environmental Services, LLC Profit Sharing 401(k) Plan (ND) 307 · 0 off
Pure Encapsulations, Inc. 401(k) Plan (MA) 307 · 0 off
Ineight Inc. 401(k) Plan (AZ) 307 · 0 off

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 Old Shell Road Management, Inc. 401(k) Plan assets move in 2023? ▼

Old Shell Road Management, Inc. 401(k) Plan held essentially flat - down 0.9% during 2023, from $8M to $8M. Reported net income was -$74K.

How have Old Shell Road Management, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Old Shell Road Management, Inc.'s sponsor-wide assets grew 4.3%, from $8M to $8M.

Which 401(k) plans are similar in size to Old Shell Road Management, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Wendy's Employee Investment Plan in KY ($8M, 1,336 participants).

Which 401(k) plans cover a similar participant headcount to Old Shell Road Management, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Reliable Heating and Air 401(k) Plan in GA (307 participants, $5M 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 874279908.