Employer · plans filed under one EIN
Shell USA, Inc.
Houston, TX · Manufacturing
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
2 retirement plans with 100 or more participants file Form 5500 under Shell USA, Inc.'s employer identification number (Houston, Texas). Their latest filings total 56,040 participant records and $21.1B in net assets.
The largest is Shell Pension Plan, a cash balance pension plan with 31,775 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $357M and participant contributions $230M in the latest plan years; benefits paid were $6.53B. Schedule C compensation reported to service provider organisations totalled $2.69B.
Combined net assets moved from $18.0B in 2010 to $21.1B in 2024 (up 17%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Shell Pension Plan | cash balance pension plan | 2024 | 31,775 | $9.57B | $301,059 | $12,288 | $2.67B |
| Shell Provident Fund | 401(k) plan | 2024 | 24,265 | $11.5B | $474,216 | $17,371 | $10.3M |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2024 | 2 | 56,040 | $21.1B | $357M | $230M |
| 2023 | 2 | 79,626 | $25.7B | $357M | $220M |
| 2022 | 2 | 79,848 | $24.0B | $380M | $196M |
| 2021 | 2 | 82,165 | $30.5B | $463M | $215M |
| 2020 | 2 | 85,047 | $29.1B | $513M | $242M |
| 2019 | 2 | 88,390 | $27.8B | $204M | $238M |
| 2018 | 2 | 90,974 | $24.4B | $1.06B | $233M |
| 2017 | 2 | 92,282 | $25.8B | $411M | $239M |
| 2016 | 2 | 102,492 | $24.1B | $1.33B | $255M |
| 2015 | 2 | 103,974 | $22.5B | $739M | $256M |
| 2014 | 2 | 102,744 | $23.2B | $614M | $247M |
| 2013 | 2 | 104,923 | $22.0B | $605M | $236M |
| 2012 | 2 | 102,984 | $19.5B | $573M | $221M |
| 2011 | 1 | 44,327 | $8.49B | $170M | $206M |
| 2010 | 2 | 107,435 | $18.0B | $671M | $208M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| The Prudential Insurance | Contract Administrator; Insurance services | 1 | $2,659,204,728 |
| BlackRock Institutional Trust Co. | Investment management; Trustee (bank, trust company, or similar financial institution); Trustee (discretionary) | 2 | $4,457,526 |
| Edelman Financial Engines,inc | Investment advisory (plan) | 1 | $3,631,166 |
| FMR LLC | Recordkeeping and information management; Participant communication | 1 | $3,239,491 |
| Wellington Management | Investment management | 1 | $2,230,348 |
| Fid Inv Inst Ops Co. | Recordkeeping and information management; Participant loan processing; Participant communication | 1 | $2,027,388 |
| The Bank of New York Mellon | Custodial (securities) | 1 | $1,902,043 |
| Pgim, Inc. | Investment management | 1 | $1,862,355 |
| Dodge & Cox | Investment management | 1 | $1,163,195 |
| Logan Circle Partners LP | Contract Administrator | 1 | $1,111,864 |
| Aon Consulting | Actuarial | 1 | $951,484 |
| Frank Russell Company | Consulting (pension) | 1 | $874,174 |
| Robeco Institutional Asset MGMT | Investment management | 1 | $458,029 |
| Ernst & Young LLP | Accounting (including auditing); Contract Administrator | 1 | $436,000 |
| Fid MGMT Trust Co. | Investment management | 1 | $244,200 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Shell USA, Inc. have?
2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Shell Pension Plan and Shell Provident Fund. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Shell USA, Inc. contribute to its plans?
$357,061,968 in employer contributions across these plans in their latest plan years, about $14,843 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name The Prudential Insurance, BlackRock Institutional Trust Co., Edelman Financial Engines,inc and FMR LLC and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.