Other · DOL Form 5500 · 2022

The Arc of Shelby County Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
62
Participants Small participant base
26th
Percentile by assets National rank
$17,644
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: The Arc of Shelby County 403(b) Plan · Sponsored by The Arc of Shelby County · Alabama · Other Services

$1M in assets, 62 participants

The Arc of Shelby County's The Arc of Shelby County 403(b) Plan reported $1M in total assets and 62 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,155 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, The Arc of Shelby County 403(b) Plan ranks #4,155 of 8,398 2022 filers by assets (1835% of the sector average)-$1M for 62 participants.

#4,155
in Other Services (8,398 peers)
-8.4%
assets change YoY

The plan reported a net loss of $100K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Arc of Shelby County 403(b) Plan among the smaller filed plans by assets

The Arc of Shelby County 403(b) Plan vs every filed plan by assets

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

$1,093,924 26th percentile higher than 26% 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

The Arc of Shelby County 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 Arc of Shelby County 403(b) Plan is a small filing (62 participants) on this national headcount ladder.

DOL schedule card

Filing strip 630988453 · The Arc of Shelby County PY 2022 · Other

The Arc of Shelby County 403(b) Plan · $1M · 62 · 26th

  • ASSETS $1M
  • PCT 62
  • EIN 26th
  • RANK Other
  • PHOTO near 403(b) Thrift Plan of Community Action Partnership of Lake County
  • IND ind #4155

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 Other Services retirement plans → · Plans in Alabama →

The Arc of Shelby County 403(b) Plan in the asset neighbourhood

Artswestchester, Inc. 403b PlanArtswestchester, Inc. 403b P…$1MColeman Tri-County Services, Inc. 403(b) PlanColeman Tri-County Services,…$1MThe Arc of Shelby County 403(b) PlanThe Arc of Shelby County 403…$1M403(b) Thrift Plan of Community Action Partnership of Lake County403(b) Thrift Plan of Commun…$1MRetirement Plan of Community Action Partnership of Strafford CountyRetirement Plan of Community…$1M
End-of-year total assets ($M) among The Arc of Shelby County 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$100K
Employer EIN630988453
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

The Arc of Shelby County 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Arc of Shelby County 403(b) Plan, Total assets ($B): 0.001093924 · Participants: 62The Arc of Shelby County 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
The Arc of Shelby County 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants

The Arc of Shelby County 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is 403(b) Thrift Plan of Community Action Partnership of Lake County in IL ($1M); by covered participants it is Montana State University Foundation 403(b) DC Plan in MT (62 participants). Same-state nearby plans are listed separately above.

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 The Arc of Shelby County 403(b) Plan assets move in 2022?
The Arc of Shelby County 403(b) Plan pulled back noticeably - down 8.4% during 2022, from $1M to $1M. Reported net income was -$100K.
Which Other plans are similar in size to The Arc of Shelby County 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan of Community Action Partnership of Lake County in IL ($1M, 20 participants).
Which Other plans cover a similar participant headcount to The Arc of Shelby County 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Montana State University Foundation 403(b) DC Plan in MT (62 participants, $9M in assets).