Other · DOL Form 5500 · 2022
Shares, Inc. Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 221
- Participants Below avg headcount
- 25th
- Percentile by assets National rank
- $4,732
- Avg per participant Low balance/head
Official DOL plan name: Shares, Inc. 403b Plan · Sponsored by Shares, Inc. · Indiana · Administrative & Support Services
$1M in assets, 221 participants
Shares, Inc.'s Shares, Inc. 403b Plan reported $1M in total assets and 221 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #2,362 in Administrative & Support Services (4,927 peers)
Coverage in Indiana
Shares, Inc. 403b Plan covers 221 participants in Indiana, about 41% of the average Indiana filer (state average ~541 per filing). Assets: $1M.
- #2,362
- in Administrative & Support Services (4,927 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $246K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shares, Inc. 403b Plan among the smaller filed plans by assets
Shares, Inc. 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,045,751 25th percentile higher than 25% 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
Shares, Inc. 403b 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. Shares, Inc. 403b Plan sits mid-pack in the medium band (221 participants).
Plan-year Form 5500 strip
Filing strip 351389005 · Shares, Inc. PY 2022 · Other
Shares, Inc. 403b Plan · $1M · 221 · 25th
- BOY $1M
- BOY 221
- BOY 25th
- BOY Other
- BOY near Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan
- BOY ind #2362
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 Administrative & Support Services retirement plans → · Plans in Indiana →
Shares, Inc. 403b Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$246K |
| Employer EIN | 351389005 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Indiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Parkview Health System, Inc. 403(b) Plan $634M · 14,230
- Beacon Retirement Savings 403(b) Plan $489M · 7,114
- Ici Multiple Employer Plan $409M · 2,630
- Community Foundation of Northwest Indiana 403(b) Retirement Plan $334M · 7,442
- Butler University Retirement Plan $306M · 985
Shares, Inc. 403b Plan's out-of-state Other peers by assets and headcount
Outside Indiana, the nearest Other by assets is Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan in TN ($1M); by covered participants it is Brownsville Community Health Center Pension Plan in TX (221 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Goodwill Industries-Knoxville, Inc. Tax Sheltered Annuity Plan (TN) $1M · 309
- Hughson Samaritan Village 403(b) Plan (CA) $1M · 135
- Iron Workers District Council (Philadelphia & Vicinity) Fund Office Employees Annuity Plan (NJ) $1M · 3
- 403(b) Thrift Plan of Central Arizona Shelter Services, Inc. (AZ) $1M · 63
Similar participant headcount
Nearest other-state filings by covered participants (221 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.