Other · DOL Form 5500 · 2022

The Sheltering Arms Hospital Retirement Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
640
Participants Below avg headcount
88th
Percentile by assets National rank
$81,307
Avg per participant Below avg balance/head
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Official DOL plan name: Sheltering Arms 403(b) Retirement Plan · Sponsored by The Sheltering Arms Hospital · Virginia · Healthcare & Social Assistance

$52M in assets, 640 participants

The Sheltering Arms Hospital's Sheltering Arms 403(b) Retirement Plan reported $52M in total assets and 640 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,075 in Healthcare & Social Assistance (20,060 peers)

Where Sheltering Arms 403(b) Retirement Plan sits by assets

Sheltering Arms 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $52M for 640 participants (~$81,307/participant), down 22.0% in 2022.

#18,075
in Healthcare & Social Assistance (20,060 peers)
-22.0%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sheltering Arms 403(b) Retirement Plan's outsized position by total assets

Sheltering Arms 403(b) Retirement Plan vs every filed plan by assets

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

$52,036,277 Top 12% higher than 88% 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

Sheltering Arms 403(b) Retirement 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. Sheltering Arms 403(b) Retirement Plan sits mid-pack in the medium band (640 participants).

Form 5500 schedule snapshot

Filing strip 540505955 · The Sheltering Arms Hospital PY 2022 · Other

Sheltering Arms 403(b) Retirement Plan · $52M · 640 · 88th

  • EIN $52M
  • RANK 640
  • PHOTO 88th
  • IND Other
  • EOY near Lrei Retirement and Savings Plan
  • 5500 ind #18075

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 Virginia →

Sheltering Arms 403(b) Retirement Plan in the asset neighbourhood

Martin Luther King Jr. Community Hospital 403(b) Retirement PlanMartin Luther King Jr. Commu…$52MLrei Retirement and Savings PlanLrei Retirement and Savings …$52MSheltering Arms 403(b) Retirement PlanSheltering Arms 403(b) Retir…$52MTaipei American School Defined Contribution Retirement PlanTaipei American School Defin…$52MWalsh University Retirement PlanWalsh University Retirement …$52M
End-of-year total assets ($M) among Sheltering Arms 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$52M
Net Income-$15M
Employer EIN540505955
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Sheltering Arms 403(b) Retirement Plan, Total assets ($B): 0.052036277 · Participants: 640Sheltering Arms 403(b) Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 2.728114548 · Participants: 26421Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.366750632 · Participants: 7903The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.719336771 · Participants: 1346Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.596873315 · Participants: 12418Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.594755458 · Participants: 6854Centra Health Matching Tax Deferred Savings Plan
Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Sheltering Arms 403(b) Retirement Plan side-by-side with 3 peers →

Sheltering Arms 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Lrei Retirement and Savings Plan in NY ($52M); by covered participants it is Adelante Development Center, Inc. 403(b) Plan in NM (640 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (640 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 Sheltering Arms 403(b) Retirement Plan assets move in 2022? ▼
Sheltering Arms 403(b) Retirement Plan declined sharply - down 22.0% during 2022, from $67M to $52M. Reported net income was -$15M.
Where does Sheltering Arms 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Sheltering Arms 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sheltering Arms 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Lrei Retirement and Savings Plan in NY ($52M, 157 participants).
Which Other plans cover a similar participant headcount to Sheltering Arms 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Adelante Development Center, Inc. 403(b) Plan in NM (640 participants, $8M 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 540505955.

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.