401(k) · DOL Form 5500 · 2022
The Shared Living Collaborative, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 98
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $13,179
- Avg per participant Low balance/head
Official DOL plan name: The Shared Living Collaborative 403(b) Plan · Sponsored by The Shared Living Collaborative, Inc. · Massachusetts · Healthcare & Social Assistance
$1M in assets, 98 participants
The Shared Living Collaborative, Inc.'s The Shared Living Collaborative 403(b) Plan reported $1M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #5,222 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
The Shared Living Collaborative 403(b) Plan pulled back noticeably 11.6% in 2022 ($1M → $1M) for 98 participants.
- #5,222
- in Healthcare & Social Assistance (20,060 peers)
- -11.6%
- assets change YoY
The plan reported a net loss of $169K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Shared Living Collaborative 403(b) Plan among the smaller filed plans by assets
The Shared Living Collaborative 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,291,556 28th percentile higher than 28% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Shared Living Collaborative 403(b) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Shared Living Collaborative 403(b) Plan is a small filing (98 participants) on this national headcount ladder.
DOL schedule card
Filing strip 205950420 · The Shared Living Collaborative, Inc. PY 2022 · 401(k)
The Shared Living Collaborative 403(b) Plan · $1M · 98 · 28th
- EOY $1M
- EOY 98
- EOY 28th
- EOY 401(k)
- EOY near Geneva Supply 401(k) Plan
- EOY ind #5222
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 →
The Shared Living Collaborative 403(b) Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$169K |
| Employer EIN | 205950420 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
The Shared Living Collaborative 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Geneva Supply 401(k) Plan in WI ($1M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (98 participants); asset peers above are excluded.
- Sierra7 401(k) Plan (VA) 98 · 0 off
- A Pocono Country Place Propert 401(k) Profit Sharing Plan & Trust (PA) 98 · 0 off
- Oncocyte 401(k) Plan (CA) 98 · 0 off
- Fnb 401(k) Employee Stock Ownership Plan (WY) 98 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.