401(k) · DOL Form 5500 · 2023

Andersen & Sons Shelling 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
257
Participants Below avg headcount
46th
Percentile by assets National rank
$21,453
Avg per participant Low balance/head
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Official DOL plan name: Andersen & Sons Shelling 401(k) Plan · Sponsored by Andersen & Sons Shelling · California · Agriculture, Forestry & Fishing

$6M in assets, 257 participants

Andersen & Sons Shelling's Andersen & Sons Shelling 401(k) Plan reported $6M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

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

Coverage in California

Andersen & Sons Shelling 401(k) Plan covers 257 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $6M.

#623
in Agriculture, Forestry & Fishing (1,288 peers)
+42.4%
assets growth YoY

Andersen & Sons Shelling 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Andersen & Sons Shelling 401(k) Plan vs every filed plan by assets

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

$5,513,303 46th percentile higher than 46% 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

Andersen & Sons Shelling 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. Andersen & Sons Shelling 401(k) Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andersen & Sons Shelling 401(k) Plan reported net income rose from $71K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Andersen & Sons Shelling 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Andersen & Sons Shelling 401(k) Plan reported participants rose from 197 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 760730660 · Andersen & Sons Shelling PY 2023 · 401(k)

Andersen & Sons Shelling 401(k) Plan · $6M · 257 · 46th

  • TYPE $6M
  • NET 257
  • BOOK 46th
  • VS-ST 401(k)
  • BOY near Crn 401(k) Plan
  • SCH ind #623

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 Agriculture, Forestry & Fishing retirement plans → · Plans in California →

Andersen & Sons Shelling 401(k) Plan in the asset neighbourhood

Andersen & Sons Shelling 401(k) PlanAndersen & Sons Shelling 401…$6MCrn 401(k) Plan$6MHelsper, Mccarty & Rasmussen, P.C. 401(k) Retirement PlanHelsper, Mccarty & Rasmussen…$6MContinental Field Systems 401(k) Plan & TrustContinental Field Systems 40…$6MThe Altenheim 401(k) Plan$6M
End-of-year total assets ($M) among Andersen & Sons Shelling 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN760730660
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andersen & Sons Shelling)

Sponsor-wide plan assets over time

All Andersen & Sons Shelling plans reported in each filing year

Latest sponsor-wide plan assets
$6M 42.43526372068619% vs 2022
2023 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 20222023 $3.87M $5.51M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 197 $4M
2023 1 257 $6M

Nearby 401(k) Plans in California

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

Andersen & Sons Shelling 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Andersen & Sons Shelling 401(k) Plan, Total assets ($B): 0.005513303 · Participants: 257Andersen & Sons Shelling 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Andersen & Sons Shelling 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Andersen & Sons Shelling 401(k) Plan side-by-side with 3 peers →

Andersen & Sons Shelling 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crn 401(k) Plan in DC ($6M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (257 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 Andersen & Sons Shelling 401(k) Plan assets move in 2023? ▼
Andersen & Sons Shelling 401(k) Plan surged - up 42.4% during 2023, from $4M to $6M. Reported net income was $2M.
How have Andersen & Sons Shelling plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Andersen & Sons Shelling's sponsor-wide assets grew 42.4%, from $4M to $6M.
Which 401(k) plans are similar in size to Andersen & Sons Shelling 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crn 401(k) Plan in DC ($6M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Andersen & Sons Shelling 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M 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 760730660.

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.