ESOP · DOL Form 5500 · 2024
Shively Bros., Inc. ESOP
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 230
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $145,089
- Avg per participant Above avg balance/head
Official DOL plan name: Shively Bros., Inc. Employee Stock Ownership Plan and Trust · Sponsored by Shively Bros., Inc. · Michigan · Wholesale Trade
$33M in assets, 230 participants
Shively Bros., Inc.'s Shively Bros., Inc. Employee Stock Ownership Plan and Trust reported $33M in total assets and 230 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #4,742 in Wholesale Trade (6,080 peers)
Coverage in Michigan
Shively Bros., Inc. Employee Stock Ownership Plan and Trust covers 230 participants in Michigan, about 36% of the average Michigan filer (state average ~638 per filing). Assets: $33M.
- #4,742
- in Wholesale Trade (6,080 peers)
- +26.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shively Bros., Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets
Shively Bros., Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$33,370,472 Top 21% higher than 79% 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
Shively Bros., Inc. Employee Stock Ownership Plan and 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. Shively Bros., Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (230 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shively Bros., Inc. Employee Stock Ownership Plan and Trust reported net income rose from $641K in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Shively Bros., Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $26M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- Shively Bros., Inc. Employee Stock Ownership Plan and Trust reported participants rose from 213 in the plan year 2023 filing to 230 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 381334301 · Shively Bros., Inc. PY 2024 · ESOP
Shively Bros., Inc. Employee Stock Ownership Plan and Trust · $33M · 230 · 79th
- EOY $33M
- EOY 230
- EOY 79th
- EOY ESOP
- EOY near Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust
- EOY ind #4742
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 What is an ESOP? → · Plans in Michigan →
Shively Bros., Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $7M |
| Employer EIN | 381334301 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 426 | $31M |
| 2023 | 2 | 440 | $33M |
| 2024 | 2 | 489 | $41M |
Nearby ESOP Plans in Michigan
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Mcnaughton-Mckay Electric Company Employee Stock Ownership Plan $1.6B · 1,780
- The Kendall Group Employee Stock Ownership Plan $900M · 1,936
- Project Worldwide, Inc. Employee Stock Ownership Plan $453M · 1,284
- Motor City Electric Co. Employee Stock Ownership Plan $410M · 218
- Lee Contracting, Inc. Employee Stock Ownership Plan $250M · 565
Shively Bros., Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Michigan, the nearest ESOP by assets is Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust in ND ($33M); by covered participants it is Mission Bell Mfg, Inc. Employee Stock Ownership Plan in CA (230 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Fei, Inc. 2013 Second Restated Employee Stock Ownership Plan and Trust (ND) $33M · 93
- Larusso Concrete, Inc Employee Stock Ownership Plan and Trust (OR) $33M · 166
- The Equity Engineering Group, Inc. Employee Stock Ownership Plan and Trust (OH) $33M · 160
- Metcut Employee Stock Ownership Plan (OH) $33M · 140
Similar participant headcount
Nearest other-state filings by covered participants (230 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.