401(k) · DOL Form 5500 · 2023

Shelton Energy Solutions, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
248
Participants Below avg headcount
45th
Percentile by assets National rank
$20,510
Avg per participant Low balance/head
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Official DOL plan name: Shelton Energy Solutions, LLC 401(k) Plan & Trust · Sponsored by Shelton Energy Solutions, LLC · Louisiana · Construction

$5M in assets, 248 participants

Shelton Energy Solutions, LLC's Shelton Energy Solutions, LLC 401(k) Plan & Trust reported $5M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,875 in Construction (9,030 peers)

Shelton Energy Solutions, LLC multi-year trail

Shelton Energy Solutions, LLC's plans moved +171.6% in assets from 2022 to 2024; this filing shows Shelton Energy Solutions, LLC 401(k) Plan & Trust at $5M / 248 participants.

#3,875
in Construction (9,030 peers)
+93.0%
assets growth YoY

Shelton Energy Solutions, LLC 401(k) Plan & Trust's mid-pack asset rank among Construction and all filers

Shelton Energy Solutions, LLC 401(k) Plan & Trust vs every filed plan by assets

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

$5,086,357 45th percentile higher than 45% 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

Shelton Energy Solutions, LLC 401(k) Plan & Trust 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. Shelton Energy Solutions, LLC 401(k) Plan & Trust sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelton Energy Solutions, LLC 401(k) Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Shelton Energy Solutions, LLC 401(k) Plan & Trust reported participants rose from 147 in the plan year 2022 filing to 248 in the plan year 2023 filing.
  • Shelton Energy Solutions, LLC 401(k) Plan & Trust reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 812064052 · Shelton Energy Solutions, LLC PY 2023 · 401(k)

Shelton Energy Solutions, LLC 401(k) Plan & Trust · $5M · 248 · 45th

  • IND $5M
  • IND 248
  • IND 45th
  • IND 401(k)
  • IND near Everlast Roofing, Inc. 401(k) Plan
  • IND ind #3875

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 Louisiana →

Shelton Energy Solutions, LLC 401(k) Plan & Trust in the asset neighbourhood

Shelton Energy Solutions, LLC 401(k) Plan & TrustShelton Energy Solutions, LL…$5MEverlast Roofing, Inc. 401(k) PlanEverlast Roofing, Inc. 401(k…$5MJaro Transportation Services Inc. 401(k) Profit Sharing PlanJaro Transportation Services…$5MBitmax, Inc. 401(k) Savings PlanBitmax, Inc. 401(k) Savings …$5MFirst Information Technology 401(k) PlanFirst Information Technology…$5M
End-of-year total assets ($M) among Shelton Energy Solutions, LLC 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shelton Energy Solutions, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shelton Energy Solutions, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 171.62008091279773% vs 2022
2024 filing year
$2M$4M$6M$8M 202220232024 $2.64M $7.16M ▲ +171.2%
Year Plans Participants Total Assets
2022 1 147 $3M
2023 1 248 $5M
2024 1 287 $7M

Shelton Energy Solutions, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN812064052
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Shelton Energy Solutions, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Shelton Energy Solutions, LLC 401(k) Plan & Trust, Total assets ($B): 0.005086357 · Participants: 248Shelton Energy Solutions, LLC 401(k) Plan & TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Shelton Energy Solutions, LLC 401(k) Plan & Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Shelton Energy Solutions, LLC 401(k) Plan & Trust side-by-side with 3 peers →

Shelton Energy Solutions, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Everlast Roofing, Inc. 401(k) Plan in PA ($5M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Shelton Energy Solutions, LLC 401(k) Plan & Trust assets move in 2023? ▼
Shelton Energy Solutions, LLC 401(k) Plan & Trust surged - up 93.0% during 2023, from $3M to $5M. Reported net income was $2M.
How have Shelton Energy Solutions, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelton Energy Solutions, LLC's sponsor-wide assets grew 171.6%, from $3M to $7M.
Which 401(k) plans are similar in size to Shelton Energy Solutions, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Everlast Roofing, Inc. 401(k) Plan in PA ($5M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Shelton Energy Solutions, LLC 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 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 812064052.

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.