401(k) · DOL Form 5500 · 2024

Shell Retail and Convenience 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
332
Participants Below avg headcount
27th
Percentile by assets National rank
$4,662
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Shell Retail and Convenience Operations 401(k) Plan · Sponsored by Shell Retail and Convenience · Texas · Retail Trade

$2M in assets, 332 participants

Shell Retail and Convenience's Shell Retail and Convenience Operations 401(k) Plan reported $2M in total assets and 332 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,186 in Retail Trade (8,048 peers)

Coverage in Texas

Shell Retail and Convenience Operations 401(k) Plan covers 332 participants in Texas, about 48% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#3,186
in Retail Trade (8,048 peers)
+37.1%
assets growth YoY

Shell Retail and Convenience Operations 401(k) Plan among the smaller filed plans by assets

Shell Retail and Convenience Operations 401(k) Plan vs every filed plan by assets

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

$1,547,917 27th percentile higher than 27% 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

Shell Retail and Convenience Operations 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. Shell Retail and Convenience Operations 401(k) Plan sits mid-pack in the medium band (332 participants).

Published 5500 schedule card

Filing strip 831044314 · Shell Retail and Convenience PY 2024 · 401(k)

Shell Retail and Convenience Operations 401(k) Plan · $2M · 332 · 27th

  • NET $2M
  • BOOK 332
  • VS-ST 27th
  • BOY 401(k)
  • SCH near Weinstein Zugman, LLC 401(k) Plan
  • EBSA ind #3186

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 Texas →

Shell Retail and Convenience Operations 401(k) Plan in the asset neighbourhood

Shell Retail and Convenience Operations 401(k) PlanShell Retail and Convenience…$2MWeinstein Zugman, LLC 401(k) PlanWeinstein Zugman, LLC 401(k)…$2MDrs Holdings Incentive Savings PlanDrs Holdings Incentive Savin…$2MFourth Estate 401(k)$2MFcs Administrators Inc 401(k) Profit Sharing Plan & TrustFcs Administrators Inc 401(k…$2M
End-of-year total assets ($M) among Shell Retail and Convenience Operations 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$419K
Employer EIN831044314
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Shell Retail and Convenience Operations 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shell Retail and Convenience Operations 401(k) Plan, Total assets ($B): 0.001547917 · Participants: 332Shell Retail and Convenience Operations 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shell Retail and Convenience Operations 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Shell Retail and Convenience Operations 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Weinstein Zugman, LLC 401(k) Plan in FL ($2M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Shell Retail and Convenience Operations 401(k) Plan assets move in 2024?
Shell Retail and Convenience Operations 401(k) Plan surged - up 37.1% during 2024, from $1M to $2M. Reported net income was $419K.
Which 401(k) plans are similar in size to Shell Retail and Convenience Operations 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Weinstein Zugman, LLC 401(k) Plan in FL ($2M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Shell Retail and Convenience Operations 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants, $8M in assets).