401(k) · DOL Form 5500 · 2023

Shelterpoint Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
225
Participants Below avg headcount
82nd
Percentile by assets National rank
$170,724
Avg per participant Above avg balance/head
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Official DOL plan name: Shelterpoint Life 401(k) Plan · Sponsored by Shelterpoint Life Insurance Company · New York · Finance & Insurance

$38M in assets, 225 participants

Shelterpoint Life Insurance Company's Shelterpoint Life 401(k) Plan reported $38M in total assets and 225 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,494 in Finance & Insurance (8,869 peers)

Coverage in New York

Shelterpoint Life 401(k) Plan covers 225 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $38M.

#6,494
in Finance & Insurance (8,869 peers)
+33.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Shelterpoint Life 401(k) Plan's outsized position by total assets

Shelterpoint Life 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,412,920 Top 18% higher than 82% of 127,068 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 2023

Shelterpoint Life 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelterpoint Life 401(k) Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelterpoint Life 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Shelterpoint Life 401(k) Plan end-of-year assets rose from $29M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Shelterpoint Life 401(k) Plan reported participants rose from 191 in the plan year 2022 filing to 225 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 112284118 · Shelterpoint Life Insurance Company PY 2023 · 401(k)

Shelterpoint Life 401(k) Plan · $38M · 225 · 82nd

  • BOY $38M
  • SCH 225
  • EBSA 82nd
  • PART 401(k)
  • TYPE near Trimac Transportation, Inc. 401(k) Profit Sharing Plan
  • NET ind #6494

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 Finance & Insurance retirement plans → · Plans in New York →

Shelterpoint Life 401(k) Plan in the asset neighbourhood

Jackson Rancheria Band of Miwuk Indians 401(k) PlanJackson Rancheria Band of Mi…$38MShelterpoint Life 401(k) Plan$38MTrimac Transportation, Inc. 401(k) Profit Sharing PlanTrimac Transportation, Inc. …$38MLacrosse Footwear, Inc. Employees' Retirement Savings PlanLacrosse Footwear, Inc. Empl…$38MSimoniz USA, Inc. 401(k) Profit Sharing PlanSimoniz USA, Inc. 401(k) Pro…$38M
End-of-year total assets ($M) among Shelterpoint Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$38M
Net Income$10M
Employer EIN112284118
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelterpoint Life Insurance Company)

Sponsor-wide plan assets over time

All Shelterpoint Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.33171376784752% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $28.9M $12.3M ▼ -57.3%
Year Plans Participants Total Assets
2022 1 191 $29M
2023 1 225 $38M
2024 2 231 $12M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shelterpoint Life 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shelterpoint Life 401(k) Plan, Total assets ($B): 0.03841292 · Participants: 225Shelterpoint Life 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Shelterpoint Life 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelterpoint Life 401(k) Plan side-by-side with 3 peers →

Shelterpoint Life 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Trimac Transportation, Inc. 401(k) Profit Sharing Plan in TX ($38M); by covered participants it is Nwsl Retirement Plan in IL (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shelterpoint Life 401(k) Plan assets move in 2023? ▼
Shelterpoint Life 401(k) Plan surged - up 33.1% during 2023, from $29M to $38M. Reported net income was $10M.
How have Shelterpoint Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelterpoint Life Insurance Company's sponsor-wide assets declined 57.3%, from $29M to $12M.
Where does Shelterpoint Life 401(k) Plan rank by assets among Form 5500 filers? ▼
Shelterpoint Life 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shelterpoint Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trimac Transportation, Inc. 401(k) Profit Sharing Plan in TX ($38M, 869 participants).
Which 401(k) plans cover a similar participant headcount to Shelterpoint Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (225 participants, $914K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 112284118.

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.