How big is N.F. Sheldon Inc.'s plan?

N.F. Sheldon Inc.'s plan reported $4.7M in assets and 114 participants for 2024.

Original filing (PDF)20250404110606NAL0011756641001

N.F. Sheldon Inc.

Name: N.F. Sheldon Inc. — N. F. Sheldon Inc. 401(k) Profit, Form 5500 (2024)
Creator: N.F. Sheldon Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

N. F. Sheldon Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · N.F. Sheldon Inc.'s N. F. Sheldon Inc. 401(k) Profit Sharing Plan held $4.7M in plan assets for 114 participants in 2024.

Active participants

114

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

Plan identifiers

N.F. Sheldon Inc.'s EIN is 04-2216725.

EIN 04-2216725

Plan number 001

Plan year 2024

ACK ID 20250404110606NAL0011756641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for N.F. Sheldon Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

N.F. Sheldon Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for N.F. SHELDON INC..

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Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score