401(k) · DOL Form 5500 · 2024
Shelby Resource Management Corp. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $347,951
- Avg per participant High balance/head
Official DOL plan name: Shelby Resource Management Corporation 401(k) Plan · Sponsored by Shelby Resource Management Corp. · Texas · Real Estate
$3M in assets, 8 participants
Shelby Resource Management Corp.'s Shelby Resource Management Corporation 401(k) Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #2,425 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Shelby Resource Management Corporation 401(k) Plan ranks #2,425 of 4,605 2024 filers by assets (933% of the sector average)-$3M for 8 participants.
- #2,425
- in Real Estate (4,605 peers)
- +35.1%
- assets growth YoY
Shelby Resource Management Corporation 401(k) Plan among the smaller filed plans by assets
Shelby Resource Management Corporation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,783,609 33rd percentile higher than 33% 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
Shelby Resource Management Corporation 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelby Resource Management Corporation 401(k) Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shelby Resource Management Corporation 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Shelby Resource Management Corporation 401(k) Plan reported net income rose from $571K in the plan year 2023 filing to $724K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 752510831 · Shelby Resource Management Corp. PY 2024 · 401(k)
Shelby Resource Management Corporation 401(k) Plan · $3M · 8 · 33rd
- SCH $3M
- EBSA 8
- PART 33rd
- TYPE 401(k)
- NET near Ventana Property Services 401(k) Plan
- BOOK ind #2425
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 Texas →
Shelby Resource Management Corporation 401(k) Plan in the asset neighbourhood
Real Estate filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $724K |
| Employer EIN | 752510831 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shelby Resource Management Corp.)
Sponsor-wide plan assets over time
All Shelby Resource Management Corp. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 86.94197470421881% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $1M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 8 | $3M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Shelby Resource Management Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Ventana Property Services 401(k) Plan in CA ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Ventana Property Services 401(k) Plan (CA) $3M · 14
- Donnelly Nelson & Depolo 401(k) Plan (CA) $3M · 12
- Leroy Plastics, Inc. 401(k) Plan (NY) $3M · 50
- Washman LLC 401(k) Plan (OR) $3M · 112
Similar participant headcount
Nearest other-state filings by covered participants (8 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.