401(k) · DOL Form 5500 · 2024
Shelton Energy Solutions, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $24,944
- Avg per participant Low balance/head
Official DOL plan name: Shelton Energy Solutions, LLC 401(k) Plan & Trust · Sponsored by Shelton Energy Solutions, LLC · Louisiana · Construction
$7M in assets, 287 participants
Shelton Energy Solutions, LLC's Shelton Energy Solutions, LLC 401(k) Plan & Trust reported $7M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #4,268 in Construction (9,039 peers)
Shelton Energy Solutions, LLC multi-year trail
Shelton Energy Solutions, LLC's plans moved +171.6% in assets from 2022 to 2024; this filing shows Shelton Energy Solutions, LLC 401(k) Plan & Trust at $7M / 287 participants.
- #4,268
- in Construction (9,039 peers)
- +40.7%
- assets growth YoY
Shelton Energy Solutions, LLC 401(k) Plan & Trust's mid-pack asset rank among Construction and all filers
Shelton Energy Solutions, LLC 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,159,028 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shelton Energy Solutions, LLC 401(k) Plan & Trust 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. Shelton Energy Solutions, LLC 401(k) Plan & Trust sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shelton Energy Solutions, LLC 401(k) Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Shelton Energy Solutions, LLC 401(k) Plan & Trust reported participants rose from 248 in the plan year 2023 filing to 287 in the plan year 2024 filing.
- Shelton Energy Solutions, LLC 401(k) Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 812064052 · Shelton Energy Solutions, LLC PY 2024 · 401(k)
Shelton Energy Solutions, LLC 401(k) Plan & Trust · $7M · 287 · 49th
- PART $7M
- TYPE 287
- NET 49th
- BOOK 401(k)
- VS-ST near Intercredit Bank, N.a. 401(k) Plan
- BOY ind #4268
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 Construction retirement plans → · Plans in Louisiana →
Shelton Energy Solutions, LLC 401(k) Plan & Trust in the asset neighbourhood
Shelton Energy Solutions, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Shelton Energy Solutions, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 171.62008091279773% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $3M |
| 2023 | 1 | 248 | $5M |
| 2024 | 1 | 287 | $7M |
Shelton Energy Solutions, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 812064052 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.3B · 26,319
- Savings Plan of Entergy Corporation and Subsidiaries $4.4B · 9,655
- Ochsner Clinic Foundation 401(k) Plan $2.7B · 32,229
- Louisiana Children's Medical Center Retirement and Savings Plan $1.0B · 13,357
- Amedisys Holding, LLC 401(k) Plan $955M · 18,862
Shelton Energy Solutions, LLC 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Intercredit Bank, N.a. 401(k) Plan in FL ($7M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.