401(k) · DOL Form 5500 · 2024
Shelton Holdings, LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 186
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $127,523
- Avg per participant Near avg balance/head
Official DOL plan name: Shelton Holdings, LLC 401-K Plan · Sponsored by Shelton Holdings, LLC · Hawaii · Retail Trade
$24M in assets, 186 participants
Shelton Holdings, LLC's Shelton Holdings, LLC 401-K Plan reported $24M in total assets and 186 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,706 in Retail Trade (8,048 peers)
Coverage in Hawaii
Shelton Holdings, LLC 401-K Plan covers 186 participants in Hawaii, about 49% of the average Hawaii filer (state average ~380 per filing). Assets: $24M.
- #6,706
- in Retail Trade (8,048 peers)
- +6.6%
- assets growth YoY
Shelton Holdings, LLC 401-K Plan's outsized position by total assets
Shelton Holdings, LLC 401-K Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,719,300 Top 27% higher than 73% 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
Shelton Holdings, LLC 401-K 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. Shelton Holdings, LLC 401-K Plan sits mid-pack in the medium band (186 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shelton Holdings, LLC 401-K Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Shelton Holdings, LLC 401-K Plan end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Shelton Holdings, LLC 401-K Plan reported participants fell from 199 in the plan year 2023 filing to 186 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 263685979 · Shelton Holdings, LLC PY 2024 · 401(k)
Shelton Holdings, LLC 401-K Plan · $24M · 186 · 73rd
- EIN $24M
- RANK 186
- PHOTO 73rd
- IND 401(k)
- EOY near R & S 401(k) Profit Sharing Plan
- 5500 ind #6706
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 Hawaii →
Shelton Holdings, LLC 401-K Plan in the asset neighbourhood
Hawaii filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $1M |
| Employer EIN | 263685979 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shelton Holdings, LLC)
Sponsor-wide plan assets over time
All Shelton Holdings, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 24.901890934577544% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $19M |
| 2023 | 1 | 199 | $22M |
| 2024 | 1 | 186 | $24M |
Nearby 401(k) Plans in Hawaii
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Queen's Health Systems Retirement Savings Plan $2.0B · 9,096
- Bank of Hawaii Retirement Savings Plan $820M · 1,895
- Hawaiian Electric Industries Retirement Savings Plan $781M · 2,732
- Hawaiian Airlines, Inc. Pilots' 401(k) Plan $696M · 1,140
- Kamehameha Schools 401(k) Retirement Savings Plan $653M · 2,514
Shelton Holdings, LLC 401-K Plan's out-of-state 401(k) peers by assets and headcount
Outside Hawaii, the nearest 401(k) by assets is R & S 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is Recovery Unplugged 401(k) Plan in FL (186 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- R & S 401(k) Profit Sharing Plan (CA) $24M · 406
- Mmpa Employee Deferred Savings Plan (MI) $24M · 302
- Skyworks, LLC 401(k) Plan (NY) $24M · 517
- Salud Para La Gente 401(k) Plan (CA) $24M · 497
Similar participant headcount
Nearest other-state filings by covered participants (186 participants); asset peers above are excluded.
- Recovery Unplugged 401(k) Plan (FL) 186 · 0 off
- Pure Barre LLC 401(k) Profit Sharing Plan & Trust (CA) 186 · 0 off
- Playstudios US, LLC 401(k) Plan (NV) 186 · 0 off
- The Searing Industries Retirement Savings Plan (CA) 186 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.