401(k) · DOL Form 5500 · 2022

Sheltered Wings, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
378
Participants Below avg headcount
73rd
Percentile by assets National rank
$41,104
Avg per participant Low balance/head
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Official DOL plan name: Sheltered Wings, Inc. 401(k) Plan · Sponsored by Sheltered Wings, Inc. · Wisconsin · Retail Trade

$16M in assets, 378 participants

Sheltered Wings, Inc.'s Sheltered Wings, Inc. 401(k) Plan reported $16M in total assets and 378 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #7,931 in Retail Trade (9,519 peers)

Sheltered Wings, Inc. multi-year trail

Sheltered Wings, Inc.'s plans moved +68.1% in assets from 2022 to 2024; this filing shows Sheltered Wings, Inc. 401(k) Plan at $16M / 378 participants.

#7,931
in Retail Trade (9,519 peers)
-1.7%
assets change YoY

The plan reported a net loss of $261K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheltered Wings, Inc. 401(k) Plan's outsized position by total assets

Sheltered Wings, Inc. 401(k) Plan vs every filed plan by assets

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

$15,537,375 Top 27% higher than 73% 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

Sheltered Wings, Inc. 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. Sheltered Wings, Inc. 401(k) Plan sits mid-pack in the medium band (378 participants).

Published 5500 schedule card

Filing strip 391649048 · Sheltered Wings, Inc. PY 2022 · 401(k)

Sheltered Wings, Inc. 401(k) Plan · $16M · 378 · 73rd

  • EIN $16M
  • RANK 378
  • PHOTO 73rd
  • IND 401(k)
  • EOY near Oxarc 401(k) Profit Sharing Plan
  • 5500 ind #7931

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 Retail Trade retirement plans → · Plans in Wisconsin →

Sheltered Wings, Inc. 401(k) Plan in the asset neighbourhood

Sheltered Wings, Inc. 401(k) PlanSheltered Wings, Inc. 401(k)…$16MOxarc 401(k) Profit Sharing PlanOxarc 401(k) Profit Sharing …$16MK.T.G., USA Salary Employees 401(k) PlanK.T.G., USA Salary Employees…$16MCokeva, Inc. 401(k) Retirement PlanCokeva, Inc. 401(k) Retireme…$16MPcap Company, LLC 401(k) Plan$16M
End-of-year total assets ($M) among Sheltered Wings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Sheltered Wings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sheltered Wings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 68.12177732725122% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $15.5M $26.1M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 378 $16M
2023 2 774 $57M
2024 1 418 $26M

Sheltered Wings, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income-$261K
Employer EIN391649048
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Sheltered Wings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Sheltered Wings, Inc. 401(k) Plan, Total assets ($B): 0.015537375 · Participants: 378Sheltered Wings, Inc. 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Sheltered Wings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sheltered Wings, Inc. 401(k) Plan side-by-side with 3 peers →

Sheltered Wings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Oxarc 401(k) Profit Sharing Plan in WA ($16M); by covered participants it is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (378 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (378 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 Sheltered Wings, Inc. 401(k) Plan assets move in 2022? ▼
Sheltered Wings, Inc. 401(k) Plan edged down modestly - down 1.7% during 2022, from $16M to $16M. Reported net income was -$261K.
How have Sheltered Wings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheltered Wings, Inc.'s sponsor-wide assets grew 68.1%, from $16M to $26M.
Which 401(k) plans are similar in size to Sheltered Wings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oxarc 401(k) Profit Sharing Plan in WA ($16M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Sheltered Wings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mile Square Transportation, Inc. 401(k)/Profit Sharing Trust in OH (378 participants, $398K 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 391649048.

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.