401(k) · DOL Form 5500 · 2023

Sheltered Wings, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
416
Participants Below avg headcount
74th
Percentile by assets National rank
$51,677
Avg per participant Low balance/head
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Official DOL plan name: Sheltered Wings, Inc. 401(k) Plan · Sponsored by Sheltered Wings, Inc. · Wisconsin · Retail Trade

$21M in assets, 416 participants

Sheltered Wings, Inc.'s Sheltered Wings, Inc. 401(k) Plan reported $21M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,030 in Retail Trade (8,414 peers)

Sheltered Wings, Inc. multi-year trail

Sheltered Wings, Inc.'s plans moved +68.1% in assets from 2022 to 2024; this filing shows Sheltered Wings, Inc. 401(k) Plan at $21M / 416 participants.

#7,030
in Retail Trade (8,414 peers)
+38.4%
assets growth YoY

Sheltered Wings, Inc. 401(k) Plan's outsized position by total assets

Sheltered Wings, Inc. 401(k) Plan vs every filed plan by assets

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

$21,497,604 Top 26% higher than 74% 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

Sheltered Wings, Inc. 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. Sheltered Wings, Inc. 401(k) Plan sits mid-pack in the medium band (416 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheltered Wings, Inc. 401(k) Plan reported net income rose from -$261K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Sheltered Wings, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Sheltered Wings, Inc. 401(k) Plan reported participants rose from 378 in the plan year 2022 filing to 416 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391649048 · Sheltered Wings, Inc. PY 2023 · 401(k)

Sheltered Wings, Inc. 401(k) Plan · $21M · 416 · 74th

  • IND $21M
  • EOY 416
  • 5500 74th
  • ASSETS 401(k)
  • PCT near Greensboro Auto Auction, Inc. Employees' 401(k) Plan
  • EIN ind #7030

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 Retail Trade retirement plans → · Plans in Wisconsin →

Sheltered Wings, Inc. 401(k) Plan in the asset neighbourhood

Sheltered Wings, Inc. 401(k) PlanSheltered Wings, Inc. 401(k)…$21MGreensboro Auto Auction, Inc. Employees' 401(k) PlanGreensboro Auto Auction, Inc…$21M401(k) Plan of Banfi Products Corporation401(k) Plan of Banfi Product…$21MMann Eye Institute 401(k) PlanMann Eye Institute 401(k) Pl…$21MContinental Carbon Company Retirement Savings Plan for Non Bargaining EmployeesContinental Carbon Company R…$21M
End-of-year total assets ($M) among Sheltered Wings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sheltered Wings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sheltered Wings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 68.12177732725122% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $15.5M $26.1M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 378 $16M
2023 2 774 $57M
2024 1 418 $26M

Sheltered Wings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$21M
Net Income$6M
Employer EIN391649048
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Sheltered Wings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Sheltered Wings, Inc. 401(k) Plan, Total assets ($B): 0.021497604 · Participants: 416Sheltered Wings, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Sheltered Wings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sheltered Wings, Inc. 401(k) Plan side-by-side with 3 peers →

Sheltered Wings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Greensboro Auto Auction, Inc. Employees' 401(k) Plan in NC ($21M); by covered participants it is Utah Del Inc 401(k) Profit Sharing Plan & Trust in UT (416 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (416 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 Sheltered Wings, Inc. 401(k) Plan assets move in 2023? ▼
Sheltered Wings, Inc. 401(k) Plan surged - up 38.4% during 2023, from $16M to $21M. Reported net income was $6M.
How have Sheltered Wings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheltered Wings, Inc.'s sponsor-wide assets grew 68.1%, from $16M to $26M.
Which 401(k) plans are similar in size to Sheltered Wings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greensboro Auto Auction, Inc. Employees' 401(k) Plan in NC ($21M, 464 participants).
Which 401(k) plans cover a similar participant headcount to Sheltered Wings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Utah Del Inc 401(k) Profit Sharing Plan & Trust in UT (416 participants, $2M 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 391649048.

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.