401(k) · DOL Form 5500 · 2023

Sheldon Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$355K
Total assets Small plan by assets
11
Participants Small participant base
15th
Percentile by assets National rank
$32,248
Avg per participant Low balance/head
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Official DOL plan name: Sheldon Enterprises, Inc. 401(k) Plan · Sponsored by Sheldon Enterprises, Inc. · Arizona · Administrative & Support Services

$355K in assets, 11 participants

Sheldon Enterprises, Inc.'s Sheldon Enterprises, Inc. 401(k) Plan reported $355K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,464 in Administrative & Support Services (4,372 peers)

Sheldon Enterprises, Inc. multi-year trail

Sheldon Enterprises, Inc.'s plans moved -21.4% in assets from 2022 to 2024; this filing shows Sheldon Enterprises, Inc. 401(k) Plan at $355K / 11 participants.

#1,464
in Administrative & Support Services (4,372 peers)
-11.4%
assets change YoY

The plan reported a net loss of $46K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheldon Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Sheldon Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$354,730 15th percentile higher than 15% 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

Sheldon Enterprises, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheldon Enterprises, Inc. 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheldon Enterprises, Inc. 401(k) Plan reported net income rose from -$75K in the plan year 2022 filing to -$46K in the plan year 2023 filing.
  • Sheldon Enterprises, Inc. 401(k) Plan reported participants rose from 9 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Sheldon Enterprises, Inc. 401(k) Plan end-of-year assets fell from $400K in the plan year 2022 filing to $355K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300882643 · Sheldon Enterprises, Inc. PY 2023 · 401(k)

Sheldon Enterprises, Inc. 401(k) Plan · $355K · 11 · 15th

  • PCT $355K
  • PCT 11
  • PCT 15th
  • PCT 401(k)
  • PCT near Hawkeye Molding Company, Inc. 401(k) Plan
  • PCT ind #1464

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Sheldon Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Sheldon Enterprises, Inc. 401(k) PlanSheldon Enterprises, Inc. 40…$355KHawkeye Molding Company, Inc. 401(k) PlanHawkeye Molding Company, Inc…$355KChattahoochee Forest Products, Inc. 401(k) PlanChattahoochee Forest Product…$355KSto Solutions 401(k) Profit Sharing Plan & TrustSto Solutions 401(k) Profit …$355KSb Group, Inc. 401(k) Plan$355K
End-of-year total assets ($M) among Sheldon Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheldon Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sheldon Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$315K 21.384007512712667% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.4M $0.31M ▼ -22.5%
Year Plans Participants Total Assets
2022 1 9 $400K
2023 1 11 $355K
2024 1 8 $315K

Sheldon Enterprises, Inc. filing trail (2023)

Total Assets (Beginning of Year)$400K
Net Assets (End of Year)$355K
Net Income-$46K
Employer EIN300882643
Plan Effective Date2015-09-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Sheldon Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Sheldon Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.00035473 · Participants: 11Sheldon Enterprises, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Sheldon Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Sheldon Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

Sheldon Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Hawkeye Molding Company, Inc. 401(k) Plan in IA ($355K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Sheldon Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Sheldon Enterprises, Inc. 401(k) Plan pulled back noticeably - down 11.4% during 2023, from $400K to $355K. Reported net income was -$46K.
How have Sheldon Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheldon Enterprises, Inc.'s sponsor-wide assets declined 21.4%, from $400K to $315K.
Where does Sheldon Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sheldon Enterprises, Inc. 401(k) Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Sheldon Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hawkeye Molding Company, Inc. 401(k) Plan in IA ($355K, 25 participants).
Which 401(k) plans cover a similar participant headcount to Sheldon Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K 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 300882643.

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.