401(k) · DOL Form 5500 · 2024

Shelby Gravel, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
241
Participants Below avg headcount
79th
Percentile by assets National rank
$136,631
Avg per participant Near avg balance/head
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Official DOL plan name: Shelby Gravel, Inc. Employee 401(k) Retirement Plan · Sponsored by Shelby Gravel, Inc. · Indiana · Wholesale Trade

$33M in assets, 241 participants

Shelby Gravel, Inc.'s Shelby Gravel, Inc. Employee 401(k) Retirement Plan reported $33M in total assets and 241 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,720 in Wholesale Trade (6,080 peers)

Coverage in Indiana

Shelby Gravel, Inc. Employee 401(k) Retirement Plan covers 241 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $33M.

#4,720
in Wholesale Trade (6,080 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Shelby Gravel, Inc. Employee 401(k) Retirement Plan's outsized position by total assets

Shelby Gravel, Inc. Employee 401(k) Retirement Plan vs every filed plan by assets

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

$32,928,166 Top 21% higher than 79% 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

Shelby Gravel, Inc. Employee 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. Shelby Gravel, Inc. Employee 401(k) Retirement Plan sits mid-pack in the medium band (241 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shelby Gravel, Inc. Employee 401(k) Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Shelby Gravel, Inc. Employee 401(k) Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Shelby Gravel, Inc. Employee 401(k) Retirement Plan reported participants rose from 212 in the plan year 2023 filing to 241 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 350903596 · Shelby Gravel, Inc. PY 2024 · 401(k)

Shelby Gravel, Inc. Employee 401(k) Retirement Plan · $33M · 241 · 79th

  • PCT $33M
  • PCT 241
  • PCT 79th
  • PCT 401(k)
  • PCT near Physicians Independent Medical Group, Inc Retirement Plan
  • PCT ind #4720

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 Wholesale Trade retirement plans → · Plans in Indiana →

Shelby Gravel, Inc. Employee 401(k) Retirement Plan in the asset neighbourhood

Shelby Gravel, Inc. Employee 401(k) Retirement PlanShelby Gravel, Inc. Employee…$33MPhysicians Independent Medical Group, Inc Retirement PlanPhysicians Independent Medic…$33MAalberts Surface Technologies 401(k) PlanAalberts Surface Technologie…$33MSelect Sires, Inc. 401(k) PlanSelect Sires, Inc. 401(k) Pl…$33MHah Holdings, LLC 401(k) Plan$33M
End-of-year total assets ($M) among Shelby Gravel, Inc. Employee 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$5M
Employer EIN350903596
Plan Effective Date1993-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelby Gravel, Inc.)

Sponsor-wide plan assets over time

All Shelby Gravel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 49.374773010734806% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $32.9M ▲ +49.4%
Year Plans Participants Total Assets
2022 1 195 $22M
2023 1 212 $28M
2024 1 241 $33M

Nearby 401(k) Plans in Indiana

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

Shelby Gravel, Inc. Employee 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Shelby Gravel, Inc. Employee 401(k) Retirement Plan, Total assets ($B): 0.032928166 · Participants: 241Shelby Gravel, Inc. Employee 401(k) Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Shelby Gravel, Inc. Employee 401(k) Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Shelby Gravel, Inc. Employee 401(k) Retirement Plan side-by-side with 3 peers →

Shelby Gravel, Inc. Employee 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Physicians Independent Medical Group, Inc Retirement Plan in CA ($33M); by covered participants it is Bbp Retirement Savings Plan in MI (241 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Shelby Gravel, Inc. Employee 401(k) Retirement Plan assets move in 2024? ▼
Shelby Gravel, Inc. Employee 401(k) Retirement Plan grew sharply - up 18.7% during 2024, from $28M to $33M. Reported net income was $5M.
How have Shelby Gravel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelby Gravel, Inc.'s sponsor-wide assets grew 49.4%, from $22M to $33M.
Where does Shelby Gravel, Inc. Employee 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Shelby Gravel, Inc. Employee 401(k) Retirement Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shelby Gravel, Inc. Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Independent Medical Group, Inc Retirement Plan in CA ($33M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Shelby Gravel, Inc. Employee 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bbp Retirement Savings Plan in MI (241 participants, $41M 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 350903596.

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.