401(k) · DOL Form 5500 · 2024
Shelco, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $119,006
- Avg per participant Near avg balance/head
Official DOL plan name: Shelco, LLC 401(k) Plan · Sponsored by Shelco, LLC · North Carolina · Construction
$16M in assets, 137 participants
Shelco, LLC's Shelco, LLC 401(k) Plan reported $16M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- #5,865 in Construction (9,039 peers)
Coverage in North Carolina
Shelco, LLC 401(k) Plan covers 137 participants in North Carolina, about 17% of the average North Carolina filer (state average ~819 per filing). Assets: $16M.
- #5,865
- in Construction (9,039 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shelco, LLC 401(k) Plan's mid-pack asset rank among Construction and all filers
Shelco, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,303,861 Top 34% higher than 66% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shelco, LLC 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelco, LLC 401(k) Plan sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shelco, LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Shelco, LLC 401(k) Plan end-of-year assets fell from $18M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Shelco, LLC 401(k) Plan reported participants rose from 132 in the plan year 2023 filing to 137 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 561190111 · Shelco, LLC PY 2024 · 401(k)
Shelco, LLC 401(k) Plan · $16M · 137 · 66th
- IND $16M
- EOY 137
- 5500 66th
- ASSETS 401(k)
- PCT near Comprehensive Logistics Co., LLC Employee Retirement Plan
- EIN ind #5865
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 Construction retirement plans → · Plans in North Carolina →
Shelco, LLC 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 561190111 |
| Plan Effective Date | 1997-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shelco, LLC)
Sponsor-wide plan assets over time
All Shelco, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 11.852976570704218% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 162 | $15M |
| 2023 | 1 | 132 | $18M |
| 2024 | 1 | 137 | $16M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Shelco, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Comprehensive Logistics Co., LLC Employee Retirement Plan in OH ($16M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Comprehensive Logistics Co., LLC Employee Retirement Plan (OH) $16M · 1,649
- Hurst Boiler & Welding Co., Inc. 401(k) Plan (GA) $16M · 250
- Dnanexus, Inc. 401(k) Plan (CA) $16M · 165
- Cutter Aviation Retirement Savings Plan and Trust (AZ) $16M · 306
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
- Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
- Lloyd Management Retirement Savings Plan (MN) 137 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.