Defined Benefit (Pension) · DOL Form 5500 · 2024

Shelby Foods, LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
36
Participants Small participant base
29th
Percentile by assets National rank
$51,382
Avg per participant Low balance/head
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Official DOL plan name: Shelby Foods Cash Balance Plan · Sponsored by Shelby Foods, LLC · New York · Wholesale Trade

$2M in assets, 36 participants

Shelby Foods, LLC's Shelby Foods Cash Balance Plan reported $2M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,070 in Wholesale Trade (6,080 peers)

Shelby Foods, LLC multi-year trail

Shelby Foods, LLC's plans moved +61.8% in assets from 2022 to 2024; this filing shows Shelby Foods Cash Balance Plan at $2M / 36 participants.

#1,070
in Wholesale Trade (6,080 peers)
+21.9%
assets growth YoY

Shelby Foods Cash Balance Plan among the smaller filed plans by assets

Shelby Foods Cash Balance Plan vs every filed plan by assets

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

$1,849,738 29th percentile higher than 29% 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 Foods Cash Balance 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. Shelby Foods Cash Balance Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shelby Foods Cash Balance Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Shelby Foods Cash Balance Plan reported participants rose from 32 in the plan year 2023 filing to 36 in the plan year 2024 filing.
  • Shelby Foods Cash Balance Plan reported net income fell from $354K in the plan year 2023 filing to $333K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 260370845 · Shelby Foods, LLC PY 2024 · Defined Benefit (Pension)

Shelby Foods Cash Balance Plan · $2M · 36 · 29th

  • VS-ST $2M
  • BOY 36
  • SCH 29th
  • EBSA Defined Benefit (Pension)
  • PART near Forest Oil Corporation Pension Trust
  • TYPE ind #1070

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 New York →

Shelby Foods Cash Balance Plan in the asset neighbourhood

White Oak Pictures Inc Defined Benefit Pension PlanWhite Oak Pictures Inc Defin…$2MErik Pasin Md, Inc. Defined Benefit PlanErik Pasin Md, Inc. Defined …$2MShelby Foods Cash Balance PlanShelby Foods Cash Balance Pl…$2MForest Oil Corporation Pension TrustForest Oil Corporation Pensi…$2MTranstar Intermodal, Inc. Cash Balance PlanTranstar Intermodal, Inc. Ca…$2M
End-of-year total assets ($M) among Shelby Foods Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Shelby Foods, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Shelby Foods, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 61.84360386082959% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.24M $5.24M ▲ +61.7%
Year Plans Participants Total Assets
2022 2 90 $3M
2023 2 102 $4M
2024 2 96 $5M

Shelby Foods, LLC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$333K
Employer EIN260370845
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shelby Foods Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Shelby Foods Cash Balance Plan, Total assets ($B): 0.001849738 · Participants: 36Shelby Foods Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Shelby Foods Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Shelby Foods Cash Balance Plan side-by-side with 3 peers →

Shelby Foods Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Forest Oil Corporation Pension Trust in TX ($2M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 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 Foods Cash Balance Plan assets move in 2024? ▼
Shelby Foods Cash Balance Plan grew sharply - up 21.9% during 2024, from $2M to $2M. Reported net income was $333K.
How have Shelby Foods, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelby Foods, LLC's sponsor-wide assets grew 61.8%, from $3M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Shelby Foods Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Forest Oil Corporation Pension Trust in TX ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shelby Foods Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (36 participants, $9M 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 260370845.

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.