401(k) · DOL Form 5500 · 2024

Sheltair Resources, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
458
Participants Below avg headcount
64th
Percentile by assets National rank
$32,362
Avg per participant Low balance/head
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Official DOL plan name: Sheltair Resources 401(k) Plan · Sponsored by Sheltair Resources, LLC · Florida · Transportation & Warehousing

$15M in assets, 458 participants

Sheltair Resources, LLC's Sheltair Resources 401(k) Plan reported $15M in total assets and 458 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #2,142 in Transportation & Warehousing (3,299 peers)

Sheltair Resources, LLC multi-year trail

Sheltair Resources, LLC's plans moved +11.8% in assets from 2022 to 2024; this filing shows Sheltair Resources 401(k) Plan at $15M / 458 participants.

#2,142
in Transportation & Warehousing (3,299 peers)
+5.3%
assets growth YoY

Sheltair Resources 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Sheltair Resources 401(k) Plan vs every filed plan by assets

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

$14,822,014 Top 36% higher than 64% 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

Sheltair Resources 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. Sheltair Resources 401(k) Plan sits mid-pack in the medium band (458 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheltair Resources 401(k) Plan reported net income fell from $812K in the plan year 2023 filing to $710K in the plan year 2024 filing.
  • Sheltair Resources 401(k) Plan reported participants rose from 411 in the plan year 2023 filing to 458 in the plan year 2024 filing.
  • Sheltair Resources 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 872008138 · Sheltair Resources, LLC PY 2024 · 401(k)

Sheltair Resources 401(k) Plan · $15M · 458 · 64th

  • EBSA $15M
  • EBSA 458
  • EBSA 64th
  • EBSA 401(k)
  • EBSA near Pember Companies, Inc. Retirement Savings Plan
  • EBSA ind #2142

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Sheltair Resources 401(k) Plan in the asset neighbourhood

Sheltair Resources 401(k) PlanSheltair Resources 401(k) Pl…$15MPember Companies, Inc. Retirement Savings PlanPember Companies, Inc. Retir…$15MHigherechelon 401(k) Plan$15MHunt & Sons, Inc. 401(k) Profit Sharing PlanHunt & Sons, Inc. 401(k) Pro…$15MAmerican Republican 401(k) PlanAmerican Republican 401(k) P…$15M
End-of-year total assets ($M) among Sheltair Resources 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Sheltair Resources, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Sheltair Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$15M 11.783266463543395% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.3M $14.8M ▲ +11.8%
Year Plans Participants Total Assets
2022 1 469 $13M
2023 1 411 $14M
2024 1 458 $15M

Sheltair Resources, LLC filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$710K
Employer EIN872008138
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Sheltair Resources 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Sheltair Resources 401(k) Plan, Total assets ($B): 0.014822014 · Participants: 458Sheltair Resources 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Sheltair Resources 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Sheltair Resources 401(k) Plan side-by-side with 3 peers →

Sheltair Resources 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Pember Companies, Inc. Retirement Savings Plan in WI ($15M); by covered participants it is Microdental, Inc. 401(k) Profit Sharing Plan in MI (458 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (458 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 Sheltair Resources 401(k) Plan assets move in 2024? ▼
Sheltair Resources 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $14M to $15M. Reported net income was $710K.
How have Sheltair Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheltair Resources, LLC's sponsor-wide assets grew 11.8%, from $13M to $15M.
Which 401(k) plans are similar in size to Sheltair Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pember Companies, Inc. Retirement Savings Plan in WI ($15M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Sheltair Resources 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Microdental, Inc. 401(k) Profit Sharing Plan in MI (458 participants, $30M 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 872008138.

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.