401(k) · DOL Form 5500 · 2023

Shl US LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
222
Participants Below avg headcount
71st
Percentile by assets National rank
$83,012
Avg per participant Below avg balance/head
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Official DOL plan name: Shl US LLC 401(k) Plan · Sponsored by Shl US LLC · Georgia · Professional & Technical Services

$18M in assets, 222 participants

Shl US LLC's Shl US LLC 401(k) Plan reported $18M in total assets and 222 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.

  • #14,363 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Shl US LLC 401(k) Plan covers 222 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $18M.

#14,363
in Professional & Technical Services (20,321 peers)
-23.2%
assets change YoY

Shl US LLC 401(k) Plan's outsized position by total assets

Shl US LLC 401(k) Plan vs every filed plan by assets

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

$18,428,771 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

Shl US LLC 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. Shl US LLC 401(k) Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shl US LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Shl US LLC 401(k) Plan end-of-year assets fell from $24M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Shl US LLC 401(k) Plan reported participants rose from 219 in the plan year 2022 filing to 222 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 470958091 · Shl US LLC PY 2023 · 401(k)

Shl US LLC 401(k) Plan · $18M · 222 · 71st

  • SCH $18M
  • EBSA 222
  • PART 71st
  • TYPE 401(k)
  • NET near Edgeworth Economics 401(k) Plan
  • BOOK ind #14363

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Shl US LLC 401(k) Plan in the asset neighbourhood

Shl US LLC 401(k) Plan$18MEdgeworth Economics 401(k) PlanEdgeworth Economics 401(k) P…$18MFgs, LLC 401(k) Profit Sharing PlanFgs, LLC 401(k) Profit Shari…$18MSafdie Architects Retirement PlanSafdie Architects Retirement…$18MMcgill Associates, P.a. Psp and TrustMcgill Associates, P.a. Psp …$18M
End-of-year total assets ($M) among Shl US LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN470958091
Plan Effective Date2018-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shl US LLC)

Sponsor-wide plan assets over time

All Shl US LLC plans reported in each filing year

Latest sponsor-wide plan assets
$20M 15.35160391363189% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $24M $20.3M ▼ -15.4%
Year Plans Participants Total Assets
2022 1 219 $24M
2023 1 222 $18M
2024 1 117 $20M

Nearby 401(k) Plans in Georgia

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

Shl US LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Shl US LLC 401(k) Plan, Total assets ($B): 0.018428771 · Participants: 222Shl US LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Shl US LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants

Shl US LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Edgeworth Economics 401(k) Plan in DC ($18M); by covered participants it is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Shl US LLC 401(k) Plan assets move in 2023?
Shl US LLC 401(k) Plan declined sharply - down 23.2% during 2023, from $24M to $18M. Reported net income was $5M.
How have Shl US LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Shl US LLC's sponsor-wide assets declined 15.4%, from $24M to $20M.
Which 401(k) plans are similar in size to Shl US LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Edgeworth Economics 401(k) Plan in DC ($18M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Shl US LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Preferred Employer Plan Fbo Foothills Gateway, Inc in AZ (222 participants, N/A in assets).