401(k) · DOL Form 5500 · 2024
Shetland Investments Limited Partnership 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Shetland Properties Employee Savings and Retirement Plan · Sponsored by Shetland Investments Limited Partnership · Massachusetts · Real Estate
$14M in assets, 13 participants
Shetland Investments Limited Partnership's Shetland Properties Employee Savings and Retirement Plan reported $14M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #3,634 in Real Estate (4,605 peers)
Shetland Investments Limited Partnership multi-year trail
Shetland Investments Limited Partnership's plans moved +34.9% in assets from 2022 to 2024; this filing shows Shetland Properties Employee Savings and Retirement Plan at $14M / 13 participants.
- #3,634
- in Real Estate (4,605 peers)
- +12.7%
- assets growth YoY
Shetland Properties Employee Savings and Retirement Plan's mid-pack asset rank among Real Estate and all filers
Shetland Properties Employee Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,864,981 Top 37% higher than 63% 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
Shetland Properties Employee Savings and Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shetland Properties Employee Savings and Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shetland Properties Employee Savings and Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Shetland Properties Employee Savings and Retirement Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Shetland Properties Employee Savings and Retirement Plan reported participants rose from 12 in the plan year 2023 filing to 13 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042936220 · Shetland Investments Limited Partnership PY 2024 · 401(k)
Shetland Properties Employee Savings and Retirement Plan · $14M · 13 · 63rd
- BOOK $14M
- VS-ST 13
- BOY 63rd
- SCH 401(k)
- EBSA near Annex Wealth Management, LLC 401(k) Retirement Plan
- PART ind #3634
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 Real Estate retirement plans → · Plans in Massachusetts →
Shetland Properties Employee Savings and Retirement Plan in the asset neighbourhood
Shetland Investments Limited Partnership multi-year asset trail
Sponsor-wide plan assets over time
All Shetland Investments Limited Partnership plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 34.86530084681713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13 | $10M |
| 2023 | 1 | 12 | $12M |
| 2024 | 1 | 13 | $14M |
Shetland Investments Limited Partnership filing trail (2024)
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 042936220 |
| Plan Effective Date | 1986-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Shetland Properties Employee Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Annex Wealth Management, LLC 401(k) Retirement Plan in WI ($14M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Annex Wealth Management, LLC 401(k) Retirement Plan (WI) $14M · 139
- Recycling Management Resources, LLC 401(k) Plan (NJ) $14M · 307
- J.a. Watts, Inc. 401(k) Plan (IL) $14M · 144
- Biscuitville 401(k) Plan (NC) $14M · 1,909
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
- Kaspien Inc. 401(k) Plan (WA) 13 · 0 off
- The Stock Exchange Bank 401(k) Plan Tr. (KS) 13 · 0 off
- Bznds Enterprise, Inc. 401(k) Plan (MI) 13 · 0 off
- Tresfinale, Inc. 401(k) Profit Sharing Plan (TN) 13 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.