Profit Sharing · DOL Form 5500 · 2022

Shelter Islandworks Inc. Profit Sharing Plan

Data updated 2026-08-25

$685K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$171,253
Avg per participant Above avg balance/head
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Official DOL plan name: Shelter Islandworks Inc. Retirement Plan · Sponsored by Shelter Islandworks Inc. · New York · Arts, Entertainment & Recreation

$685K in assets, 4 participants

Shelter Islandworks Inc.'s Shelter Islandworks Inc. Retirement Plan reported $685K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,326 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Shelter Islandworks Inc. Retirement Plan ranks #1,326 of 3,077 2022 filers by assets (4054% of the sector average)-$685K for 4 participants.

#1,326
in Arts, Entertainment & Recreation (3,077 peers)
+22.9%
assets growth YoY

Shelter Islandworks Inc. Retirement Plan among the smaller filed plans by assets

Shelter Islandworks Inc. Retirement Plan vs every filed plan by assets

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

$685,012 21st percentile higher than 21% 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

Shelter Islandworks Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter Islandworks Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

DOL schedule card

Filing strip 821970592 · Shelter Islandworks Inc. PY 2022 · Profit Sharing

Shelter Islandworks Inc. Retirement Plan · $685K · 4 · 21st

  • EBSA $685K
  • PART 4
  • TYPE 21st
  • NET Profit Sharing
  • BOOK near Julio a. Sepulveda Franco Profit Sharing Retirement Plan
  • VS-ST ind #1326

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Shelter Islandworks Inc. Retirement Plan in the asset neighbourhood

Shelter Islandworks Inc. Retirement PlanShelter Islandworks Inc. Ret…$685KJulio a. Sepulveda Franco Profit Sharing Retirement PlanJulio a. Sepulveda Franco Pr…$685KJm Washington Inc. Retirement PlanJm Washington Inc. Retiremen…$685KAnswers Health Care, Inc. Retirement PlanAnswers Health Care, Inc. Re…$685KJetco Group, Inc. Retirement PlanJetco Group, Inc. Retirement…$685K
End-of-year total assets ($M) among Shelter Islandworks Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$558K
Net Assets (End of Year)$685K
Net Income$127K
Employer EIN821970592
Plan Effective Date2017-06-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter Islandworks Inc.)

Sponsor-wide plan assets over time

All Shelter Islandworks Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$469K 31.56411858478392% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.69M $0.47M ▼ -31.9%
Year Plans Participants Total Assets
2022 1 4 $685K
2023 1 5 $558K
2024 1 5 $469K

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Shelter Islandworks Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Shelter Islandworks Inc. Retirement Plan, Total assets ($B): 0.000685012 · Participants: 4Shelter Islandworks Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Shelter Islandworks Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Shelter Islandworks Inc. Retirement Plan side-by-side with 3 peers →

Shelter Islandworks Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Julio a. Sepulveda Franco Profit Sharing Retirement Plan in PR ($685K); by covered participants it is Arz Education Retirement Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Shelter Islandworks Inc. Retirement Plan assets move in 2022? ▼
Shelter Islandworks Inc. Retirement Plan grew sharply - up 22.9% during 2022, from $558K to $685K. Reported net income was $127K.
How have Shelter Islandworks Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter Islandworks Inc.'s sponsor-wide assets declined 31.6%, from $685K to $469K.
Where does Shelter Islandworks Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Shelter Islandworks Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Shelter Islandworks Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Julio a. Sepulveda Franco Profit Sharing Retirement Plan in PR ($685K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Shelter Islandworks Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Arz Education Retirement Plan in CA (4 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 821970592.

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.