401(k) · DOL Form 5500 · 2023

Shared Support South, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
202
Participants Below avg headcount
32nd
Percentile by assets National rank
$11,348
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shared Support South 401(k) Plan · Sponsored by Shared Support South, Inc. · Pennsylvania · Healthcare & Social Assistance

$2M in assets, 202 participants

Shared Support South, Inc.'s Shared Support South 401(k) Plan reported $2M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,560 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Shared Support South 401(k) Plan covers 202 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,560
in Healthcare & Social Assistance (17,684 peers)
+35.3%
assets growth YoY

Shared Support South 401(k) Plan among the smaller filed plans by assets

Shared Support South 401(k) Plan vs every filed plan by assets

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

$2,292,198 32nd percentile higher than 32% 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

Shared Support South 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. Shared Support South 401(k) Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shared Support South 401(k) Plan reported net income rose from $341K in the plan year 2022 filing to $597K in the plan year 2023 filing.
  • Shared Support South 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Shared Support South 401(k) Plan reported participants rose from 180 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 832134543 · Shared Support South, Inc. PY 2023 · 401(k)

Shared Support South 401(k) Plan · $2M · 202 · 32nd

  • NET $2M
  • NET 202
  • NET 32nd
  • NET 401(k)
  • NET near The Meisner Law Group, P.C. Profit Sharing Plan
  • NET ind #5560

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 Pennsylvania →

Shared Support South 401(k) Plan in the asset neighbourhood

Shared Support South 401(k) PlanShared Support South 401(k) …$2MThe Meisner Law Group, P.C. Profit Sharing PlanThe Meisner Law Group, P.C. …$2MC. Ross Management 401(k) and Profit Sharing PlanC. Ross Management 401(k) an…$2MAnthony Baldi 401(k) Profit Sharing Plan & TrustAnthony Baldi 401(k) Profit …$2MCole's Quality Foods, Inc. Bargaining 401(k) PlanCole's Quality Foods, Inc. B…$2M
End-of-year total assets ($M) among Shared Support South 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$597K
Employer EIN832134543
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Support South, Inc.)

Sponsor-wide plan assets over time

All Shared Support South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 78.61209977011711% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.69M $3.03M ▲ +79.3%
Year Plans Participants Total Assets
2022 1 180 $2M
2023 1 202 $2M
2024 1 195 $3M

Nearby 401(k) Plans in Pennsylvania

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

Shared Support South 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Shared Support South 401(k) Plan, Total assets ($B): 0.002292198 · Participants: 202Shared Support South 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Shared Support South 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Shared Support South 401(k) Plan side-by-side with 3 peers →

Shared Support South 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Meisner Law Group, P.C. Profit Sharing Plan in MI ($2M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Shared Support South 401(k) Plan assets move in 2023? ▼
Shared Support South 401(k) Plan surged - up 35.3% during 2023, from $2M to $2M. Reported net income was $597K.
How have Shared Support South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shared Support South, Inc.'s sponsor-wide assets grew 78.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Shared Support South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Meisner Law Group, P.C. Profit Sharing Plan in MI ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Shared Support South 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 participants, $9M 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 832134543.

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.