ESOP · DOL Form 5500 · 2024

The Shelburne Company ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
24th
Percentile by assets National rank
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Official DOL plan name: The Shelburne Company Employee Stock Ownership Plan · Sponsored by The Shelburne Company · Maryland · Agriculture, Forestry & Fishing

$1M in assets, N/A participants

The Shelburne Company's The Shelburne Company Employee Stock Ownership Plan reported $1M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #280 in Agriculture, Forestry & Fishing (1,217 peers)

The Shelburne Company multi-year trail

The Shelburne Company's plans moved +98.2% in assets from 2022 to 2024; this filing shows The Shelburne Company Employee Stock Ownership Plan at $1M / N/A participants.

#280
in Agriculture, Forestry & Fishing (1,217 peers)
+98.7%
assets growth YoY

The Shelburne Company Employee Stock Ownership Plan among the smaller filed plans by assets

The Shelburne Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,180,939 24th percentile higher than 24% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Shelburne Company Employee Stock Ownership Plan reported net income rose from $167K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Shelburne Company Employee Stock Ownership Plan reported participants fell from 7 in the plan year 2023 filing to N/A in the plan year 2024 filing.
  • The Shelburne Company Employee Stock Ownership Plan end-of-year assets rose from $594K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520674793 · The Shelburne Company PY 2024 · ESOP

The Shelburne Company Employee Stock Ownership Plan · $1M · N/A · 24th

  • RANK $1M
  • PHOTO N/A
  • IND 24th
  • EOY ESOP
  • 5500 near The Knight Insurance Agency, Inc. Employee Stock Ownership Plan
  • ASSETS ind #280

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 What is an ESOP? → · Plans in Maryland →

The Shelburne Company Employee Stock Ownership Plan in the asset neighbourhood

Coastline Electrical Construction, Inc. Employee Stock Ownership PlanCoastline Electrical Constru…$1MThe Shelburne Company Employee Stock Ownership PlanThe Shelburne Company Employ…$1MThe Knight Insurance Agency, Inc. Employee Stock Ownership PlanThe Knight Insurance Agency,…$1MEmcs, Inc. Employee Stock Ownership PlanEmcs, Inc. Employee Stock Ow…$1MMauch Chunk Trust Company Employee Stock Ownership PlanMauch Chunk Trust Company Em…$1M
End-of-year total assets ($M) among The Shelburne Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Shelburne Company multi-year asset trail

Sponsor-wide plan assets over time

All The Shelburne Company plans reported in each filing year

Latest sponsor-wide plan assets
$1M 98.24824110648713% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.6M $1.18M ▲ +96.7%
Year Plans Participants Total Assets
2022 1 11 $596K
2023 1 7 $594K
2024 1 N/A $1M

The Shelburne Company filing trail (2024)

Total Assets (Beginning of Year)$594K
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN520674793
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Maryland

Peer ESOP plans, same state, same plan type, ranked by total assets.

The Shelburne Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants The Shelburne Company Employee Stock Ownership Plan, Total assets ($B): 0.001180939 · Participants: 0The Shelburne Company Employee Stock Ownership PlanEvapco, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.142811894 · Participants: 1803Evapco, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.418966511 · Participants: 3167Westat, Inc. Employee Stock Ownership PlanKci Technologies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.392391805 · Participants: 1918Kci Technologies, Inc. Employee Stock Ownership PlanLockheed Martin Corporation Capital Accumulation Plan, Total assets ($B): 0.283619058 · Participants: 7445Lockheed Martin Corporation Capital Accumulation PlanBrown Capital Management ESOP, Total assets ($B): 0.211360737 · Participants: 35Brown Capital Management ESOP
The Shelburne Company Employee Stock Ownership Plan vs. nearby ESOP plans in Maryland, assets vs. participants
Compare The Shelburne Company Employee Stock Ownership Plan side-by-side with 3 peers →

The Shelburne Company Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside Maryland, the nearest ESOP by end-of-year assets is The Knight Insurance Agency, Inc. Employee Stock Ownership Plan in OH at $1M (this filing: $1M).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Shelburne Company Employee Stock Ownership Plan assets move in 2024? ▼
The Shelburne Company Employee Stock Ownership Plan surged - up 98.7% during 2024, from $594K to $1M. Reported net income was $1M.
How have The Shelburne Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Shelburne Company's sponsor-wide assets grew 98.2%, from $596K to $1M.
Where does The Shelburne Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
The Shelburne Company Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The Shelburne Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Knight Insurance Agency, Inc. Employee Stock Ownership Plan in OH ($1M, 36 participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520674793.

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.