401(k) · DOL Form 5500 · 2022

Shelterpoint Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
191
Participants Below avg headcount
82nd
Percentile by assets National rank
$151,089
Avg per participant Above avg balance/head
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Official DOL plan name: Shelterpoint Life 401(k) Plan · Sponsored by Shelterpoint Life Insurance Company · New York · Finance & Insurance

$29M in assets, 191 participants

Shelterpoint Life Insurance Company's Shelterpoint Life 401(k) Plan reported $29M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,624 in Finance & Insurance (9,261 peers)

Coverage in New York

Shelterpoint Life 401(k) Plan covers 191 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $29M.

#6,624
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelterpoint Life 401(k) Plan's outsized position by total assets

Shelterpoint Life 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$28,857,946 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Shelterpoint Life 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelterpoint Life 401(k) Plan sits mid-pack in the medium band (191 participants).

Form 5500 schedule snapshot

Filing strip 112284118 · Shelterpoint Life Insurance Company PY 2022 · 401(k)

Shelterpoint Life 401(k) Plan · $29M · 191 · 82nd

  • PART $29M
  • TYPE 191
  • NET 82nd
  • BOOK 401(k)
  • VS-ST near Pinnacle Gi Partners Employees' 401(k) Plan
  • BOY ind #6624

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 Finance & Insurance retirement plans → · Plans in New York →

Shelterpoint Life 401(k) Plan in the asset neighbourhood

Shelterpoint Life 401(k) Plan$29MPinnacle Gi Partners Employees' 401(k) PlanPinnacle Gi Partners Employe…$29MPerrin Employee Stock Ownership and 401(k) PlanPerrin Employee Stock Owners…$29MCaparo Employees Retirement Savings PlanCaparo Employees Retirement …$29MKaseya 401(k) Profit Sharing PlanKaseya 401(k) Profit Sharing…$29M
End-of-year total assets ($M) among Shelterpoint Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$29M
Net Income-$4M
Employer EIN112284118
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelterpoint Life Insurance Company)

Sponsor-wide plan assets over time

All Shelterpoint Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.33171376784752% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $28.9M $12.3M ▼ -57.3%
Year Plans Participants Total Assets
2022 1 191 $29M
2023 1 225 $38M
2024 2 231 $12M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shelterpoint Life 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Shelterpoint Life 401(k) Plan, Total assets ($B): 0.028857946 · Participants: 191Shelterpoint Life 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Shelterpoint Life 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelterpoint Life 401(k) Plan side-by-side with 3 peers →

Shelterpoint Life 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pinnacle Gi Partners Employees' 401(k) Plan in MI ($29M); by covered participants it is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shelterpoint Life 401(k) Plan assets move in 2022? ▼
Shelterpoint Life 401(k) Plan pulled back noticeably - down 12.3% during 2022, from $33M to $29M. Reported net income was -$4M.
How have Shelterpoint Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelterpoint Life Insurance Company's sponsor-wide assets declined 57.3%, from $29M to $12M.
Where does Shelterpoint Life 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelterpoint Life 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shelterpoint Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pinnacle Gi Partners Employees' 401(k) Plan in MI ($29M, 227 participants).
Which 401(k) plans cover a similar participant headcount to Shelterpoint Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112284118.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.