Other · DOL Form 5500 · 2022

The Sheltering Arms Hospital Retirement Plan

Data updated 2026-08-11

$52M
Total assets
640
Participants
88th
Percentile by assets
$81,307
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$52M
total plan assets (2022 EOY)
640
covered participants
88th
percentile by assets (of 139,126 plans)
$81,307
avg assets per participant

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.

Where Sheltering Arms 403(b) Retirement Plan sits 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 $2,010,000,000 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 vs the 2022 asset distribution

By assets, Sheltering Arms 403(b) Retirement Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

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

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(…Sentara 403(b) Savin…The George Washingto…Institute for Defens…Carilion Clinic 403(…Centra Health Matchi…
Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Sheltering Arms 403(b) Retirement Plan by total assets, not by location.

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).

Next read for Sheltering Arms 403(b) Retirement Plan

Scale reading

Ways to act on Sheltering Arms 403(b) Retirement Plan's numbers.

  • By total assets, Sheltering Arms 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans