401(k) · DOL Form 5500 · 2024

Shively Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
259
Participants Below avg headcount
51st
Percentile by assets National rank
$30,525
Avg per participant Low balance/head
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Official DOL plan name: Shively Bros., Inc. Profit Sharing Plan · Sponsored by Shively Bros., Inc. · Michigan · Wholesale Trade

$8M in assets, 259 participants

Shively Bros., Inc.'s Shively Bros., Inc. Profit Sharing Plan reported $8M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,482 in Wholesale Trade (6,080 peers)

Coverage in Michigan

Shively Bros., Inc. Profit Sharing Plan covers 259 participants in Michigan, about 41% of the average Michigan filer (state average ~638 per filing). Assets: $8M.

#2,482
in Wholesale Trade (6,080 peers)
+25.2%
assets growth YoY

Shively Bros., Inc. Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Shively Bros., Inc. Profit Sharing Plan vs every filed plan by assets

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

$7,906,094 Top 49% higher than 51% 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

Shively Bros., Inc. 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. Shively Bros., Inc. Profit Sharing Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shively Bros., Inc. Profit Sharing Plan reported net income rose from $857K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Shively Bros., Inc. Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Shively Bros., Inc. Profit Sharing Plan reported participants rose from 227 in the plan year 2023 filing to 259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 381334301 · Shively Bros., Inc. PY 2024 · 401(k)

Shively Bros., Inc. Profit Sharing Plan · $8M · 259 · 51st

  • PCT $8M
  • PCT 259
  • PCT 51st
  • PCT 401(k)
  • PCT near Mhz Marketing, Inc. 401(k) Profit Sharing Plan & Trust
  • PCT ind #2482

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 Wholesale Trade retirement plans → · Plans in Michigan →

Shively Bros., Inc. Profit Sharing Plan in the asset neighbourhood

Shively Bros., Inc. Profit Sharing PlanShively Bros., Inc. Profit S…$8MMhz Marketing, Inc. 401(k) Profit Sharing Plan & TrustMhz Marketing, Inc. 401(k) P…$8MJvm Realty Corporation Employees' 401(k) Plan and TrustJvm Realty Corporation Emplo…$8MInnovative Solutions Unlimited 401(k) Retirement PlanInnovative Solutions Unlimit…$8MArora 401(k) Savings Plan$8M
End-of-year total assets ($M) among Shively Bros., Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN381334301
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shively Bros., Inc.)

Sponsor-wide plan assets over time

All Shively Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 32.386326715968% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $31.2M $41.3M ▲ +32.4%
Year Plans Participants Total Assets
2022 2 426 $31M
2023 2 440 $33M
2024 2 489 $41M

Nearby 401(k) Plans in Michigan

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

Shively Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Shively Bros., Inc. Profit Sharing Plan, Total assets ($B): 0.007906094 · Participants: 259Shively Bros., Inc. Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Shively Bros., Inc. Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Shively Bros., Inc. Profit Sharing Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Mhz Marketing, Inc. 401(k) Profit Sharing Plan & Trust in MD ($8M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Shively Bros., Inc. Profit Sharing Plan assets move in 2024? ▼
Shively Bros., Inc. Profit Sharing Plan grew sharply - up 25.2% during 2024, from $6M to $8M. Reported net income was $2M.
How have Shively Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shively Bros., Inc.'s sponsor-wide assets grew 32.4%, from $31M to $41M.
Which 401(k) plans are similar in size to Shively Bros., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mhz Marketing, Inc. 401(k) Profit Sharing Plan & Trust in MD ($8M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Shively Bros., Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 participants, N/A 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 381334301.

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.