401(k) · DOL Form 5500 · 2024
Shipley Energy 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 318
- Participants Below avg headcount
- 78th
- Percentile by assets National rank
- $96,072
- Avg per participant Below avg balance/head
Official DOL plan name: Shipley Energy 401(k) Retirement Plan · Sponsored by Shipley Energy · Pennsylvania · Retail Trade
$31M in assets, 318 participants
Shipley Energy's Shipley Energy 401(k) Retirement Plan reported $31M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #6,958 in Retail Trade (8,048 peers)
Coverage in Pennsylvania
Shipley Energy 401(k) Retirement Plan covers 318 participants in Pennsylvania, about 39% of the average Pennsylvania filer (state average ~822 per filing). Assets: $31M.
- #6,958
- in Retail Trade (8,048 peers)
- +15.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shipley Energy 401(k) Retirement Plan's outsized position by total assets
Shipley Energy 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,550,959 Top 22% higher than 78% 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
Shipley Energy 401(k) Retirement 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. Shipley Energy 401(k) Retirement Plan sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shipley Energy 401(k) Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Shipley Energy 401(k) Retirement Plan reported participants fell from 360 in the plan year 2023 filing to 318 in the plan year 2024 filing.
- Shipley Energy 401(k) Retirement Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 231702483 · Shipley Energy PY 2024 · 401(k)
Shipley Energy 401(k) Retirement Plan · $31M · 318 · 78th
- EIN $31M
- RANK 318
- PHOTO 78th
- IND 401(k)
- EOY near Michaud, Cooley, Erickson Profit Sharing Plan and Trust
- 5500 ind #6958
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 Pennsylvania →
Shipley Energy 401(k) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $4M |
| Employer EIN | 231702483 |
| Plan Effective Date | 1993-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shipley Energy)
Sponsor-wide plan assets over time
All Shipley Energy plans reported in each filing year
- Latest sponsor-wide plan assets
- $31M 37.52717426900974% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 367 | $22M |
| 2023 | 1 | 360 | $27M |
| 2024 | 1 | 318 | $31M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Shipley Energy 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Michaud, Cooley, Erickson Profit Sharing Plan and Trust in MN ($31M); by covered participants it is Smartcontract 401(k) Plan in NY (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
- Smartcontract 401(k) Plan (NY) 318 · 0 off
- Fst Technical Services 401(k) Plan (AZ) 318 · 0 off
- Jon M. Hall Company, LLC 401(k) Plan (FL) 318 · 0 off
- Rp Automotive Retirement Savings Plan (CA) 318 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.