401(k) · DOL Form 5500 · 2022

The Sheltering Arms 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
315
Participants Below avg headcount
47th
Percentile by assets National rank
$13,391
Avg per participant Low balance/head
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Official DOL plan name: The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan · Sponsored by The Sheltering Arms · Georgia · Healthcare & Social Assistance

$4M in assets, 315 participants

The Sheltering Arms's The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan reported $4M in total assets and 315 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #10,475 in Healthcare & Social Assistance (20,060 peers)

Coverage in Georgia

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan covers 315 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#10,475
in Healthcare & Social Assistance (20,060 peers)
-16.7%
assets change YoY

The plan reported a net loss of $849K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,218,137 47th percentile higher than 47% 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

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing 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 Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan sits mid-pack in the medium band (315 participants).

EBSA filing schedule strip

Filing strip 580566236 · The Sheltering Arms PY 2022 · 401(k)

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan · $4M · 315 · 47th

  • PART $4M
  • TYPE 315
  • NET 47th
  • BOOK 401(k)
  • VS-ST near Eye Associates 401(k) Plan
  • BOY ind #10475

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 Georgia →

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan in the asset neighbourhood

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing PlanThe Sheltering Arms Safe-Har…$4MEye Associates 401(k) Plan$4MJ.B.N. Telephone Company 401(k) PlanJ.B.N. Telephone Company 401…$4MR. C. Moore, Inc. 401(k) Profit Sharing Plan and TrustR. C. Moore, Inc. 401(k) Pro…$4MMeyer Oil Company 401(k) Plan$4M
End-of-year total assets ($M) among The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$849K
Employer EIN580566236
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sheltering Arms)

Sponsor-wide plan assets over time

All The Sheltering Arms plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.056665537416166% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.22M $5.11M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 315 $4M
2023 1 267 $4M
2024 1 330 $5M

Nearby 401(k) Plans in Georgia

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

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan, Total assets ($B): 0.004218137 · Participants: 315The Sheltering Arms Safe-Harbor 401(k) Profit Sharing PlanThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Eye Associates 401(k) Plan in TX ($4M); by covered participants it is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (315 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 The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan assets move in 2022? ▼
The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan declined sharply - down 16.7% during 2022, from $5M to $4M. Reported net income was -$849K.
How have The Sheltering Arms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sheltering Arms's sponsor-wide assets grew 21.1%, from $4M to $5M.
Which 401(k) plans are similar in size to The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Associates 401(k) Plan in TX ($4M, 47 participants).
Which 401(k) plans cover a similar participant headcount to The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Horseshoe Solutions, Inc. 401(k) Plan in IN (315 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 580566236.

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.