401(k) · DOL Form 5500 · 2024

Shellback Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
126
Participants Small participant base
52nd
Percentile by assets National rank
$67,974
Avg per participant Below avg balance/head
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Official DOL plan name: Shellback Holdings, LLC 401(k) Plan · Sponsored by Shellback Holdings, LLC · Pennsylvania · Manufacturing

$9M in assets, 126 participants

Shellback Holdings, LLC's Shellback Holdings, LLC 401(k) Plan reported $9M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,631 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Shellback Holdings, LLC 401(k) Plan covers 126 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.

#6,631
in Manufacturing (17,777 peers)
-5.2%
assets change YoY

The plan reported a net loss of $467K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shellback Holdings, LLC 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Shellback Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$8,564,756 Top 48% higher than 52% 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

Shellback Holdings, LLC 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. Shellback Holdings, LLC 401(k) Plan sits mid-pack in the medium band (126 participants).

Published 5500 schedule card

Filing strip 811755265 · Shellback Holdings, LLC PY 2024 · 401(k)

Shellback Holdings, LLC 401(k) Plan · $9M · 126 · 52nd

  • IND $9M
  • EOY 126
  • 5500 52nd
  • ASSETS 401(k)
  • PCT near Empire Recycling Corporation Employee Savings Plan
  • EIN ind #6631

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Shellback Holdings, LLC 401(k) Plan in the asset neighbourhood

Hengst of North America Retirement Savings PlanHengst of North America Reti…$9MShellback Holdings, LLC 401(k) PlanShellback Holdings, LLC 401(…$9MEmpire Recycling Corporation Employee Savings PlanEmpire Recycling Corporation…$9MMcDonald's Steel Corporation 401(k) Profit Sharing Plan & Trust PlanMcDonald's Steel Corporation…$9MH. John Feldman, P. a. Retirement PlanH. John Feldman, P. a. Retir…$9M
End-of-year total assets ($M) among Shellback Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$467K
Employer EIN811755265
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Shellback Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Shellback Holdings, LLC 401(k) Plan, Total assets ($B): 0.008564756 · Participants: 126Shellback Holdings, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Shellback Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Shellback Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Empire Recycling Corporation Employee Savings Plan in NY ($9M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

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 Shellback Holdings, LLC 401(k) Plan assets move in 2024?
Shellback Holdings, LLC 401(k) Plan pulled back noticeably - down 5.2% during 2024, from $9M to $9M. Reported net income was -$467K.
Which 401(k) plans are similar in size to Shellback Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Empire Recycling Corporation Employee Savings Plan in NY ($9M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Shellback Holdings, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M in assets).