401(k) · DOL Form 5500 · 2024

Shelly & Sands, Inc. 401(k) Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
312
Participants Below avg headcount
89th
Percentile by assets National rank
$278,395
Avg per participant High balance/head
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Official DOL plan name: Shelly & Sands, Inc. Employees 401(k) Plan · Sponsored by Shelly & Sands, Inc. · Ohio · Construction

$87M in assets, 312 participants

Shelly & Sands, Inc.'s Shelly & Sands, Inc. Employees 401(k) Plan reported $87M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,930 in Construction (9,039 peers)

Coverage in Ohio

Shelly & Sands, Inc. Employees 401(k) Plan covers 312 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $87M.

#7,930
in Construction (9,039 peers)
+5.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Shelly & Sands, Inc. Employees 401(k) Plan's outsized position by total assets

Shelly & Sands, Inc. Employees 401(k) Plan vs every filed plan by assets

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

$86,859,141 Top 11% higher than 89% 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

Shelly & Sands, Inc. Employees 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. Shelly & Sands, Inc. Employees 401(k) Plan sits mid-pack in the medium band (312 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shelly & Sands, Inc. Employees 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Shelly & Sands, Inc. Employees 401(k) Plan end-of-year assets rose from $82M in the plan year 2023 filing to $87M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 314351261 · Shelly & Sands, Inc. PY 2024 · 401(k)

Shelly & Sands, Inc. Employees 401(k) Plan · $87M · 312 · 89th

  • BOOK $87M
  • BOOK 312
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near West Valley Savings Plan
  • BOOK ind #7930

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 Construction retirement plans → · Plans in Ohio →

Shelly & Sands, Inc. Employees 401(k) Plan in the asset neighbourhood

Aaa Washington 401(k) Savings PlanAaa Washington 401(k) Saving…$87MCurtis, Mallet-Prevost, Colt & Mosle LLP 401(k) Plan for Associates, Staff and PartnersCurtis, Mallet-Prevost, Colt…$87MShelly & Sands, Inc. Employees 401(k) PlanShelly & Sands, Inc. Employe…$87MWest Valley Savings Plan$87MOffit Kurman, P.a. 401(k) Profit Sharing PlanOffit Kurman, P.a. 401(k) Pr…$87M
End-of-year total assets ($M) among Shelly & Sands, Inc. Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$87M
Net Income$5M
Employer EIN314351261
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelly & Sands, Inc.)

Sponsor-wide plan assets over time

All Shelly & Sands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$87M 21.388602355599453% vs 2022
2024 filing year
$70M$75M$80M$85M$90M 202220232024 $71.6M $86.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 307 $72M
2023 1 311 $82M
2024 1 312 $87M

Nearby 401(k) Plans in Ohio

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

Shelly & Sands, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Shelly & Sands, Inc. Employees 401(k) Plan, Total assets ($B): 0.086859141 · Participants: 312Shelly & Sands, Inc. Employees 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Shelly & Sands, Inc. Employees 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Shelly & Sands, Inc. Employees 401(k) Plan side-by-side with 3 peers →

Shelly & Sands, Inc. Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is West Valley Savings Plan in NY ($87M); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Shelly & Sands, Inc. Employees 401(k) Plan assets move in 2024? ▼
Shelly & Sands, Inc. Employees 401(k) Plan grew at a solid clip - up 5.5% during 2024, from $82M to $87M. Reported net income was $5M.
How have Shelly & Sands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelly & Sands, Inc.'s sponsor-wide assets grew 21.4%, from $72M to $87M.
Where does Shelly & Sands, Inc. Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelly & Sands, Inc. Employees 401(k) Plan ranks in the 89th 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 Shelly & Sands, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Valley Savings Plan in NY ($87M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Shelly & Sands, Inc. Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M 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 314351261.

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.