Benchmarking Shelter Systems, Ltd. 401(K) Plan in Westminster, MD against all plans
Shelter Systems, Ltd. 401(K) Plan in Westminster, MD has the highest yield on beginning-of-plan-year total assets (19.28%) among all the 83 plans whose industry group is Other Wood Product Manufacturing. That 19.28% compares to an average of 13.49% across those 83 plans.
Beating the average of 13.49% means an extra $489,700 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Shelter Systems, Ltd. 401(K) Plan has these standings among those 83 peer plans:
Beating the average of 13.49% means an extra $489,700 in net earnings on investments.
Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) ÷ total assets at beginning of plan year
Shelter Systems, Ltd. 401(K) Plan has these standings among those 83 peer plans:
- yield on beginning-of-plan-year total assets = 19.28% (the highest)
- net earnings on investments = $1,631,091 (24th-lowest)
- total assets at beginning of plan year = $8,460,085 (3rd-least)
- asset transfers to this plan = $0
- asset transfers from this plan = $0
- cash contributions from participants = $565,806
- cash contributions from employers = $565,806
- total contributions = $1,131,612
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Peers
beat Okaw Properties Inc 401k Plan in Arthur, IL (18.86%), Westchester Modular Homes, Inc. 401(K) Savings Plan in Wingdale, NY (18.11%), Access Tca, Inc. 401(K) Profit Sharing Plan in Whitinsville, MA (17.68%), and Fca, LLC 401(K) Profit Sharing Plan in Moline, IL (17.63%), and others, ending with VFP, Inc. Employee Stock Ownership and Savings Plan in Roanoke, VA (0.68%).
References
- whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.