Profit Sharing · DOL Form 5500 · 2024

Shelly Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$961K
Total assets Small plan by assets
1
Participants Small participant base
23rd
Percentile by assets National rank
$961,322
Avg per participant High balance/head
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Official DOL plan name: Shelly Enterprises, Inc. Profit Sharing Plan · Sponsored by Shelly Enterprises, Inc. · Texas · Retail Trade

$961K in assets, 1 participants

Shelly Enterprises, Inc.'s Shelly Enterprises, Inc. Profit Sharing Plan reported $961K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,813 in Retail Trade (8,048 peers)

Shelly Enterprises, Inc. multi-year trail

Shelly Enterprises, Inc.'s plans moved -28.0% in assets from 2022 to 2024; this filing shows Shelly Enterprises, Inc. Profit Sharing Plan at $961K / 1 participant.

#2,813
in Retail Trade (8,048 peers)
-33.4%
assets change YoY

The plan reported a net loss of $483K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelly Enterprises, Inc. Profit Sharing Plan among the smaller filed plans by assets

Shelly Enterprises, Inc. Profit Sharing Plan vs every filed plan by assets

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

$961,322 23rd percentile higher than 23% 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

Shelly Enterprises, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelly Enterprises, Inc. Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shelly Enterprises, Inc. Profit Sharing Plan reported net income fell from $108K in the plan year 2023 filing to -$483K in the plan year 2024 filing.
  • Shelly Enterprises, Inc. Profit Sharing Plan end-of-year assets fell from $1M in the plan year 2023 filing to $961K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 463902617 · Shelly Enterprises, Inc. PY 2024 · Profit Sharing

Shelly Enterprises, Inc. Profit Sharing Plan · $961K · 1 · 23rd

  • IND $961K
  • IND 1
  • IND 23rd
  • IND Profit Sharing
  • IND near Jorge Eusebio Ruiz Diaz Retirement Plan
  • IND ind #2813

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 Retail Trade retirement plans → · Plans in Texas →

Shelly Enterprises, Inc. Profit Sharing Plan in the asset neighbourhood

Shelly Enterprises, Inc. Profit Sharing PlanShelly Enterprises, Inc. Pro…$961KJorge Eusebio Ruiz Diaz Retirement PlanJorge Eusebio Ruiz Diaz Reti…$961KJumpstart Corporation Retirement PlanJumpstart Corporation Retire…$961KVitasana, Inc. Retirement PlanVitasana, Inc. Retirement Pl…$962KJose M. Toledo De Jesus Retirement PlanJose M. Toledo De Jesus Reti…$962K
End-of-year total assets ($M) among Shelly Enterprises, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Shelly Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$961K 28.03587269385815% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $1.34M $0.96M ▼ -28.4%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $961K

Shelly Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$961K
Net Income-$483K
Employer EIN463902617
Plan Effective Date2013-10-15
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Shelly Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Shelly Enterprises, Inc. Profit Sharing Plan, Total assets ($B): 0.000961322 · Participants: 1Shelly Enterprises, Inc. Profit Sharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Shelly Enterprises, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Shelly Enterprises, Inc. Profit Sharing Plan side-by-side with 3 peers →

Shelly Enterprises, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Jorge Eusebio Ruiz Diaz Retirement Plan in PR ($961K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($961K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

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 Shelly Enterprises, Inc. Profit Sharing Plan assets move in 2024? ▼
Shelly Enterprises, Inc. Profit Sharing Plan contracted severely - down 33.4% during 2024, from $1M to $961K. Reported net income was -$483K.
How have Shelly Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelly Enterprises, Inc.'s sponsor-wide assets declined 28.0%, from $1M to $961K.
Where does Shelly Enterprises, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shelly Enterprises, Inc. Profit Sharing Plan ranks in the 23rd 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 Profit Sharing plans are similar in size to Shelly Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Jorge Eusebio Ruiz Diaz Retirement Plan in PR ($961K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Shelly Enterprises, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

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 463902617.

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.