401(k) · DOL Form 5500 · 2023

Shoppa's Material Handling, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
547
Participants Below avg headcount
71st
Percentile by assets National rank
$33,950
Avg per participant Low balance/head
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Official DOL plan name: Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Shoppa's Material Handling, Inc. · Texas · Transportation & Warehousing

$19M in assets, 547 participants

Shoppa's Material Handling, Inc.'s Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 547 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,394 in Transportation & Warehousing (3,362 peers)

Shoppa's Material Handling, Inc. multi-year trail

Shoppa's Material Handling, Inc.'s plans moved +37.7% in assets from 2022 to 2024; this filing shows Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust at $19M / 547 participants.

#2,394
in Transportation & Warehousing (3,362 peers)
+25.4%
assets growth YoY

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$18,570,776 Top 29% higher than 71% 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

Shoppa's Material Handling, Inc. 401(k) Profit Sharing 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. Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (547 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 480 in the plan year 2022 filing to 547 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 752163913 · Shoppa's Material Handling, Inc. PY 2023 · 401(k)

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust · $19M · 547 · 71st

  • BOY $19M
  • SCH 547
  • EBSA 71st
  • PART 401(k)
  • TYPE near Exponential Interactive, Inc. 401(k) Savings Plan
  • NET ind #2394

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 Transportation & Warehousing retirement plans → · Plans in Texas →

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & TrustShoppa's Material Handling, …$19MExponential Interactive, Inc. 401(k) Savings PlanExponential Interactive, Inc…$19MCopeland, Cook, Taylor and Bush, P. a. Salary Reduction PlanCopeland, Cook, Taylor and B…$19MKingspan Insulation LLC 401(k) PlanKingspan Insulation LLC 401(…$19MEurasia Group 401(k) Profit Sharing PlanEurasia Group 401(k) Profit …$19M
End-of-year total assets ($M) among Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shoppa's Material Handling, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shoppa's Material Handling, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.6877527845602% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.8M $20.4M ▲ +37.7%
Year Plans Participants Total Assets
2022 1 480 $15M
2023 1 547 $19M
2024 1 644 $20M

Shoppa's Material Handling, Inc. filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN752163913
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.018570776 · Participants: 547Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Exponential Interactive, Inc. 401(k) Savings Plan in CA ($19M); by covered participants it is 401(k) & Profit Sharing Plan of Hitachi Astemo in OH (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 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 Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 25.4% during 2023, from $15M to $19M. Reported net income was $4M.
How have Shoppa's Material Handling, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoppa's Material Handling, Inc.'s sponsor-wide assets grew 37.7%, from $15M to $20M.
Which 401(k) plans are similar in size to Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Exponential Interactive, Inc. 401(k) Savings Plan in CA ($19M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Shoppa's Material Handling, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) & Profit Sharing Plan of Hitachi Astemo in OH (547 participants, N/A 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 752163913.

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.