401(k) · DOL Form 5500 · 2024
Shell USA, Inc. 401(k) Plan
Data updated 2026-08-06
- $11.5B
- Total assets
- 12,718
- Participants
- 100th
- Percentile by assets
- $906,123
- Avg per participant
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.
- 100th percentile by assets (of 116,472 plans)
- #16,842 in Manufacturing (16,886 peers)
Coverage in Texas
Shell Provident Fund covers 12,718 participants in Texas, 18x the typical Texas plan (state average ~704 per filing). Assets: $11.5B.
- $11.5B
- total plan assets (2024 EOY)
- 12,718
- covered participants
- 100th
- percentile by assets (of 116,472 plans)
- $906,123
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 704 participants across 9,718 plans. Shell Provident Fund reports 12,718 participants - 18x that state average ($11.5B EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $10.7B |
|---|---|
| Net Assets (End of Year) | $11.5B |
| Net Income | $794M |
| Employer EIN | 131299890 |
| Plan Effective Date | 1939-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shell USA, Inc.)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Scale composition for Shell Provident Fund
Shell Provident Fund reports $11.5B in end-of-year assets across 12,718 participants (0.099% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.014% of 89,805,449 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 Pension Plan (Defined Benefit (Pension), $9.7B, 12,688 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Shell Provident Fund by total assets, not by location.
- The Progressive 401(k) Plan (OH) $11.5B · 62,521
- Bristol-Myers Squibb Savings and Investment Program (NJ) $11.6B · 21,763
- U.S. Bank 401(k) Savings Plan (MN) $11.4B · 73,109
- Liberty Mutual 401(k) Plan (MA) $11.4B · 34,618
Frequently Asked Questions
How did Shell Provident Fund assets move in 2024? ▼
How have Shell USA, Inc. plan assets changed over time? ▼
Where does Shell Provident Fund rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Shell Provident Fund? ▼
Next read for Shell Provident Fund
Filing takeaways
Ways to act on Shell Provident Fund's numbers.
- By total assets, Shell Provident Fund ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Shell USA, Inc.'s sponsor-wide assets have declined 12.2% since 2022 across 3 plan years on file. More Manufacturing plans