401(k) · DOL Form 5500 · 2024

Shay Oil Company, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
164
Participants Small participant base
43rd
Percentile by assets National rank
$32,836
Avg per participant Low balance/head
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Official DOL plan name: Shay Oil Company, Inc. 401(k) Profit Sharing Plan · Sponsored by Shay Oil Company, Inc. · Arizona · Retail Trade

$5M in assets, 164 participants

Shay Oil Company, Inc.'s Shay Oil Company, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 164 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,339 in Retail Trade (8,048 peers)

Coverage in Arizona

Shay Oil Company, Inc. 401(k) Profit Sharing Plan covers 164 participants in Arizona, about 29% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#4,339
in Retail Trade (8,048 peers)
+8.8%
assets growth YoY

Shay Oil Company, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers

Shay Oil Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,385,146 43rd percentile higher than 43% 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

Shay Oil Company, Inc. 401(k) Profit Sharing 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. Shay Oil Company, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shay Oil Company, Inc. 401(k) Profit Sharing Plan reported net income fell from $501K in the plan year 2023 filing to $438K in the plan year 2024 filing.
  • Shay Oil Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 148 in the plan year 2023 filing to 164 in the plan year 2024 filing.
  • Shay Oil Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860250950 · Shay Oil Company, Inc. PY 2024 · 401(k)

Shay Oil Company, Inc. 401(k) Profit Sharing Plan · $5M · 164 · 43rd

  • SCH $5M
  • EBSA 164
  • PART 43rd
  • TYPE 401(k)
  • NET near Bitmax, Inc. 401(k) Savings Plan
  • BOOK ind #4339

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 Arizona →

Shay Oil Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shay Oil Company, Inc. 401(k) Profit Sharing PlanShay Oil Company, Inc. 401(k…$5MMergon Corporation 401(k) Retirement PlanMergon Corporation 401(k) Re…$5MStepworks 401(k) Plan$5MBitmax, Inc. 401(k) Savings PlanBitmax, Inc. 401(k) Savings …$5MKorean Health, Education, Information and Research Center 403(b) PlanKorean Health, Education, In…$5M
End-of-year total assets ($M) among Shay Oil Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$438K
Employer EIN860250950
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shay Oil Company, Inc.)

Sponsor-wide plan assets over time

All Shay Oil Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.106476130976755% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.45M $5.39M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 151 $4M
2023 1 148 $5M
2024 1 164 $5M

Nearby 401(k) Plans in Arizona

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

Shay Oil Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Shay Oil Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005385146 · Participants: 164Shay Oil Company, Inc. 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Shay Oil Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Shay Oil Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shay Oil Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bitmax, Inc. 401(k) Savings Plan in CA ($5M); by covered participants it is Meadows Bank 401(k) Retirement Plan in NV (164 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (164 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 Shay Oil Company, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Shay Oil Company, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 8.8% during 2024, from $5M to $5M. Reported net income was $438K.
How have Shay Oil Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shay Oil Company, Inc.'s sponsor-wide assets grew 21.1%, from $4M to $5M.
Which 401(k) plans are similar in size to Shay Oil Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bitmax, Inc. 401(k) Savings Plan in CA ($5M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Shay Oil Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Meadows Bank 401(k) Retirement Plan in NV (164 participants, $20M 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 860250950.

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.