401(k) · DOL Form 5500 · 2024

Shell USA, Inc. 401(k) Plan

Data updated 2026-08-25

$11.5B
Total assets Mega-plan scale
12,718
Participants Very large workforce
100th
Percentile by assets National rank
$906,123
Avg per participant High balance/head
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Official DOL plan name: Shell Provident Fund · Sponsored by Shell USA, Inc. · Texas · Manufacturing

$11.5B in assets, 12,718 participants

Shell USA, Inc.'s Shell Provident Fund reported $11.5B in total assets and 12,718 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #17,732 in Manufacturing (17,777 peers)

Coverage in Texas

Shell Provident Fund covers 12,718 participants in Texas, 18x the typical Texas plan (state average ~688 per filing). Assets: $11.5B.

#17,732
in Manufacturing (17,777 peers)
+7.4%
assets growth YoY
116×
vs typical plan assets (national mean)

Shell Provident Fund's outsized position by total assets

Shell Provident Fund vs every filed plan by assets

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

$11,524,072,633 Highest reported value at or above every one 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

Shell Provident Fund's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shell Provident Fund is a mega filing (12,718 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shell Provident Fund reported net income fell from $1.2B in the plan year 2023 filing to $794M in the plan year 2024 filing.
  • Shell Provident Fund end-of-year assets rose from $10.7B in the plan year 2023 filing to $11.5B in the plan year 2024 filing.
  • Shell Provident Fund reported participants rose from 12,230 in the plan year 2023 filing to 12,718 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 131299890 · Shell USA, Inc. PY 2024 · 401(k)

Shell Provident Fund · $11.5B · 12,718 · 100th

  • BOOK $11.5B
  • BOOK 12,718
  • BOOK 100th
  • BOOK 401(k)
  • BOOK near The Progressive 401(k) Plan
  • BOOK ind #17732

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 Manufacturing retirement plans → · Plans in Texas →

Shell Provident Fund in the asset neighbourhood

Bristol-Myers Squibb Savings and Investment ProgramBristol-Myers Squibb Savings…$11.6BThe Progressive 401(k) Plan$11.5BShell Provident Fund$11.5BU.S. Bank 401(k) Savings Plan$11.4BLiberty Mutual 401(k) Plan$11.4B
End-of-year total assets ($B) among Shell Provident Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10.7B
Net Assets (End of Year)$11.5B
Net Income$794M
Employer EIN131299890
Plan Effective Date1939-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shell USA, Inc.)

Sponsor-wide plan assets over time

All Shell USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21.2B 12.151528016037503% vs 2022
2024 filing year
$20B$22B$24B$26B$28B 202220232024 $24.2B $21.2B ▼ -12.1%
Year Plans Participants Total Assets
2022 2 25,860 $24.2B
2023 2 24,445 $25.9B
2024 2 25,406 $21.2B

Nearby 401(k) Plans in Texas

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

Shell Provident Fund vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 01020304050 Total assets ($B) Participants Shell Provident Fund, Total assets ($B): 11.524072633 · Participants: 12718Shell Provident FundAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shell Provident Fund vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shell Provident Fund side-by-side with 3 peers →

Scale composition for Shell Provident Fund

Shell Provident Fund reports $11.5B in end-of-year assets across 12,718 participants (0.094% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $906,123 per participant (6.6x the national average assets-per-participant) . Net income for plan year 2024 was $794M.

This plan identity (EIN 131299890, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $9.5B to $11.5B (+21.2%) while covered participants moved from 12,948 to 12,718 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 12,948 $9.5B Open filing
2023 12,230 $10.7B Open filing
2024 · index core 12,718 $11.5B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Shell Provident Fund's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Progressive 401(k) Plan in OH ($11.5B); by covered participants it is American Family 401(k) Plan in WI (12,720 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (12,718 participants); 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 Shell Provident Fund assets move in 2024? ▼
Shell Provident Fund grew at a solid clip - up 7.4% during 2024, from $10.7B to $11.5B. Reported net income was $794M.
How have Shell USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shell USA, Inc.'s sponsor-wide assets declined 12.2%, from $24.2B to $21.2B.
Where does Shell Provident Fund rank by assets among Form 5500 filers? ▼
Shell Provident Fund ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Shell Provident Fund? ▼
Among 401(k) plans in other states, the closest by assets is The Progressive 401(k) Plan in OH ($11.5B, 62,521 participants).
Which 401(k) plans cover a similar participant headcount to Shell Provident Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is American Family 401(k) Plan in WI (12,720 participants, $2.2B 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 131299890.

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.