Other · DOL Form 5500 · 2022

Shenandoah Medical Center Retirement Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
326
Participants Below avg headcount
73rd
Percentile by assets National rank
$47,812
Avg per participant Low balance/head
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Official DOL plan name: Shenandoah Medical Center 403b Plan · Sponsored by Shenandoah Medical Center · Iowa · Healthcare & Social Assistance

$16M in assets, 326 participants

Shenandoah Medical Center's Shenandoah Medical Center 403b Plan reported $16M in total assets and 326 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.

  • #15,567 in Healthcare & Social Assistance (20,060 peers)

Shenandoah Medical Center multi-year trail

Shenandoah Medical Center's plans moved +34.5% in assets from 2022 to 2024; this filing shows Shenandoah Medical Center 403b Plan at $16M / 326 participants.

#15,567
in Healthcare & Social Assistance (20,060 peers)
-7.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shenandoah Medical Center 403b Plan's outsized position by total assets

Shenandoah Medical Center 403b Plan vs every filed plan by assets

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

$15,586,584 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

Shenandoah Medical Center 403b 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. Shenandoah Medical Center 403b Plan sits mid-pack in the medium band (326 participants).

Form 5500 schedule snapshot

Filing strip 421101835 · Shenandoah Medical Center PY 2022 · Other

Shenandoah Medical Center 403b Plan · $16M · 326 · 73rd

  • EBSA $16M
  • EBSA 326
  • EBSA 73rd
  • EBSA Other
  • EBSA near Capital City Public Charter School, Inc. 403 (B) Plan
  • EBSA ind #15567

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 Iowa →

Shenandoah Medical Center 403b Plan in the asset neighbourhood

Employee Benefit Plan of U.S. Committee for Refugees and Immigrants, Inc.Employee Benefit Plan of U.S…$16MShenandoah Medical Center 403b PlanShenandoah Medical Center 40…$16MCapital City Public Charter School, Inc. 403 (B) PlanCapital City Public Charter …$16MThe Jewish Federation of Omaha 403(b) Retirement PlanThe Jewish Federation of Oma…$16MSaddle River Day School DC and Tda Retirement PlanSaddle River Day School DC a…$16M
End-of-year total assets ($M) among Shenandoah Medical Center 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Shenandoah Medical Center multi-year asset trail

Sponsor-wide plan assets over time

All Shenandoah Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.52544829579079% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.6M $21M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 326 $16M
2023 1 317 $19M
2024 1 324 $21M

Shenandoah Medical Center filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$1M
Employer EIN421101835
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Shenandoah Medical Center 403b Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600 Total assets ($M) Participants Shenandoah Medical Center 403b Plan, Total assets ($M): 15.586584 · Participants: 326Shenandoah Medical Center 403b PlanIaicu Multiple Employer Plan, Total assets ($M): 495.9823 · Participants: 2131Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 387.931026 · Participants: 1012Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 315.100984 · Participants: 758Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 297.192368 · Participants: 4454Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 248.646529 · Participants: 1182Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Shenandoah Medical Center 403b Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Shenandoah Medical Center 403b Plan side-by-side with 3 peers →

Shenandoah Medical Center 403b Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is Capital City Public Charter School, Inc. 403 (B) Plan in DC ($16M); by covered participants it is Saluscare 403(b) Plan in FL (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Shenandoah Medical Center 403b Plan assets move in 2022? ▼
Shenandoah Medical Center 403b Plan pulled back noticeably - down 7.4% during 2022, from $17M to $16M. Reported net income was -$1M.
How have Shenandoah Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shenandoah Medical Center's sponsor-wide assets grew 34.5%, from $16M to $21M.
Which Other plans are similar in size to Shenandoah Medical Center 403b Plan? ▼
Among Other plans in other states, the closest by assets is Capital City Public Charter School, Inc. 403 (B) Plan in DC ($16M, 237 participants).
Which Other plans cover a similar participant headcount to Shenandoah Medical Center 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Saluscare 403(b) Plan in FL (326 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 421101835.

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.