Other · DOL Form 5500 · 2022
Sholom Community Alliance, Inc. Retirement Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 521
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $22,086
- Avg per participant Low balance/head
Official DOL plan name: The Sholom Community Alliance Tax Sheltered Annuity Plan · Sponsored by Sholom Community Alliance, Inc. · Minnesota · Healthcare & Social Assistance
$12M in assets, 521 participants
Sholom Community Alliance, Inc.'s The Sholom Community Alliance Tax Sheltered Annuity Plan reported $12M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.
- #14,615 in Healthcare & Social Assistance (20,060 peers)
Coverage in Minnesota
The Sholom Community Alliance Tax Sheltered Annuity Plan covers 521 participants in Minnesota, about 46% of the average Minnesota filer (state average ~1,126 per filing). Assets: $12M.
- #14,615
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Sholom Community Alliance Tax Sheltered Annuity Plan's outsized position by total assets
The Sholom Community Alliance Tax Sheltered Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$11,506,880 Top 32% higher than 68% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Sholom Community Alliance Tax Sheltered Annuity 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. The Sholom Community Alliance Tax Sheltered Annuity Plan sits mid-pack in the medium band (521 participants).
Published 5500 schedule card
Filing strip 411837022 · Sholom Community Alliance, Inc. PY 2022 · Other
The Sholom Community Alliance Tax Sheltered Annuity Plan · $12M · 521 · 68th
- NET $12M
- NET 521
- NET 68th
- NET Other
- NET near Rural Health Group, Inc. Tax Deferred Annuity Plan
- NET ind #14615
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 Healthcare & Social Assistance retirement plans → · Plans in Minnesota →
The Sholom Community Alliance Tax Sheltered Annuity Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | -$2M |
| Employer EIN | 411837022 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sholom Community Alliance, Inc.)
Sponsor-wide plan assets over time
All Sholom Community Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 24.579477669011933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $12M |
| 2023 | 1 | 573 | $12M |
| 2024 | 1 | 475 | $14M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $9.5B · 80,932
- Centracare Health System 403(b) Plan $739M · 10,840
- Childrens Hospitals and Clinics Matched Savings Plan $692M · 5,009
- Carpenters & Joiners Defined Contribution Plan $583M · 20,332
- University of St. Thomas Retirement Plan $358M · 2,317
The Sholom Community Alliance Tax Sheltered Annuity Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Rural Health Group, Inc. Tax Deferred Annuity Plan in NC ($12M); by covered participants it is Lutheran Home & Harwood Place 403(b) Plan in WI (521 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Rural Health Group, Inc. Tax Deferred Annuity Plan (NC) $12M · 322
- Jannus, Inc. Retirement Plan (ID) $12M · 131
- Bvcaa, Inc. Retirement Plan (TX) $12M · 251
- Downtown Emergency Service Center 403(b) Plan (WA) $12M · 818
Similar participant headcount
Nearest other-state filings by covered participants (521 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.