401(k) · DOL Form 5500 · 2022

Shields Health Care Group, Inc. 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
1,041
Participants Near avg headcount
91st
Percentile by assets National rank
$72,212
Avg per participant Below avg balance/head
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Official DOL plan name: Shields Health Care Group 401(k) Profit Sharing Plan · Sponsored by Shields Health Care Group, Inc. · Massachusetts · Healthcare & Social Assistance

$75M in assets, 1,041 participants

Shields Health Care Group, Inc.'s Shields Health Care Group 401(k) Profit Sharing Plan reported $75M in total assets and 1,041 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,509 in Healthcare & Social Assistance (20,060 peers)

Where Shields Health Care Group 401(k) Profit Sharing Plan sits by assets

Shields Health Care Group 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $75M for 1,041 participants (~$72,212/participant), down 13.8% in 2022.

#18,509
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shields Health Care Group 401(k) Profit Sharing Plan's outsized position by total assets

Shields Health Care Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$75,173,207 Top 9% higher than 91% 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

Shields Health Care Group 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shields Health Care Group 401(k) Profit Sharing Plan lands in the large band (1,041 participants).

Plan-year Form 5500 strip

Filing strip 042974694 · Shields Health Care Group, Inc. PY 2022 · 401(k)

Shields Health Care Group 401(k) Profit Sharing Plan · $75M · 1,041 · 91st

  • NET $75M
  • BOOK 1,041
  • VS-ST 91st
  • BOY 401(k)
  • SCH near S4 Capital 401(k) Plan
  • EBSA ind #18509

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 Massachusetts →

Shields Health Care Group 401(k) Profit Sharing Plan in the asset neighbourhood

Riveron Consulting LLC 401(k) PlanRiveron Consulting LLC 401(k…$75MS4 Capital 401(k) Plan$75MWilson Health 401(k) Plan$75MShields Health Care Group 401(k) Profit Sharing PlanShields Health Care Group 40…$75MLawley Retirement Plan$75M
End-of-year total assets ($M) among Shields Health Care Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$75M
Net Income-$12M
Employer EIN042974694
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shields Health Care Group, Inc.)

Sponsor-wide plan assets over time

All Shields Health Care Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$104M 38.0490884205592% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $75.2M $104M ▲ +38.1%
Year Plans Participants Total Assets
2022 1 1,041 $75M
2023 1 1,093 $88M
2024 1 1,142 $104M

Nearby 401(k) Plans in Massachusetts

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

Shields Health Care Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Shields Health Care Group 401(k) Profit Sharing Plan, Total assets ($B): 0.075173207 · Participants: 1041Shields Health Care Group 401(k) Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Shields Health Care Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Shields Health Care Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shields Health Care Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is S4 Capital 401(k) Plan in CA ($75M); by covered participants it is Credence Management Solutions 401(k) Profit Sharing Plan in VA (1,041 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,041 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 Shields Health Care Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Shields Health Care Group 401(k) Profit Sharing Plan pulled back noticeably - down 13.8% during 2022, from $87M to $75M. Reported net income was -$12M.
How have Shields Health Care Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shields Health Care Group, Inc.'s sponsor-wide assets grew 38.0%, from $75M to $104M.
Where does Shields Health Care Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Shields Health Care Group 401(k) Profit Sharing Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Shields Health Care Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is S4 Capital 401(k) Plan in CA ($75M, 1,323 participants).
Which 401(k) plans cover a similar participant headcount to Shields Health Care Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Credence Management Solutions 401(k) Profit Sharing Plan in VA (1,041 participants, $51M 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 042974694.

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.