Other · DOL Form 5500 · 2023
Good Shepherd Services, Ltd Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 32nd
- Percentile by assets National rank
- $11,431
- Avg per participant Low balance/head
Official DOL plan name: Good Shepherd Services, Ltd 403(b) Retirement Plan · Sponsored by Good Shepherd Services, Ltd · Wisconsin · Healthcare & Social Assistance
$2M in assets, 193 participants
Good Shepherd Services, Ltd's Good Shepherd Services, Ltd 403(b) Retirement Plan reported $2M in total assets and 193 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.
- #5,435 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Good Shepherd Services, Ltd 403(b) Retirement Plan covers 193 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.
- #5,435
- in Healthcare & Social Assistance (17,684 peers)
- +21.2%
- assets growth YoY
Good Shepherd Services, Ltd 403(b) Retirement Plan among the smaller filed plans by assets
Good Shepherd Services, Ltd 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,206,181 32nd percentile higher than 32% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Good Shepherd Services, Ltd 403(b) Retirement 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. Good Shepherd Services, Ltd 403(b) Retirement Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Good Shepherd Services, Ltd 403(b) Retirement Plan reported net income rose from -$256K in the plan year 2022 filing to $385K in the plan year 2023 filing.
- Good Shepherd Services, Ltd 403(b) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391319766 · Good Shepherd Services, Ltd PY 2023 · Other
Good Shepherd Services, Ltd 403(b) Retirement Plan · $2M · 193 · 32nd
- BOOK $2M
- BOOK 193
- BOOK 32nd
- BOOK Other
- BOOK near Sirs 403(b) Plan
- BOOK ind #5435
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 Wisconsin →
Good Shepherd Services, Ltd 403(b) Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $385K |
| Employer EIN | 391319766 |
| Plan Effective Date | 1998-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Good Shepherd Services, Ltd)
Sponsor-wide plan assets over time
All Good Shepherd Services, Ltd plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 44.9811378368567% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $2M |
| 2023 | 1 | 193 | $2M |
| 2024 | 1 | 178 | $3M |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
- The Medical College of Wisconsin, Inc. Retirement Plan $2.3B · 6,591
- Froedtert Health, Inc. 403(b) Plan $1.9B · 15,352
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.3B · 1,636
- Children's Hospital and Health System Shared Retirement Savings Plan $898M · 5,798
- Marquette University Retirement Plan $865M · 3,157
Good Shepherd Services, Ltd 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Wisconsin, the nearest Other by assets is Sirs 403(b) Plan in IN ($2M); by covered participants it is Louisville Collegiate School Defined Contribution Retirement Plan in KY (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Sirs 403(b) Plan (IN) $2M · 173
- Robert J Mcgee Profit Sharing Plan (IA) $2M · 2
- Cloverwood Senior Living Inc. 403(b) Plan (NY) $2M · 181
- The Corporate Source, Inc. Pr 401(k) Plan (NY) $2M · 136
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Louisville Collegiate School Defined Contribution Retirement Plan (KY) 193 · 0 off
- The Webb Schools Tax-Deferred Annuity and Defined Contribution Retirement Plan (CA) 193 · 0 off
- Skyline Education 403(b) Plan (AZ) 193 · 0 off
- Cannon Memorial Hospital Employees Retirement Plan Agreement (SC) 193 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.