Other · DOL Form 5500 · 2023

Sholom Community Alliance Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
573
Participants Below avg headcount
63rd
Percentile by assets National rank
$20,993
Avg per participant Low balance/head
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Official DOL plan name: Sholom Community Alliance 403b Plan · Sponsored by Sholom Community Alliance · Minnesota · Healthcare & Social Assistance

$12M in assets, 573 participants

Sholom Community Alliance's Sholom Community Alliance 403b Plan reported $12M in total assets and 573 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,029 in Healthcare & Social Assistance (17,684 peers)

Sholom Community Alliance multi-year trail

Sholom Community Alliance's plans moved +24.6% in assets from 2022 to 2024; this filing shows Sholom Community Alliance 403b Plan at $12M / 573 participants.

#12,029
in Healthcare & Social Assistance (17,684 peers)
+4.5%
assets growth YoY

Sholom Community Alliance 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Sholom Community Alliance 403b Plan vs every filed plan by assets

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

$12,028,970 Top 37% higher than 63% 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

Sholom Community Alliance 403b 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. Sholom Community Alliance 403b Plan sits mid-pack in the medium band (573 participants).

Form 5500 schedule snapshot

Filing strip 411837022 · Sholom Community Alliance PY 2023 · Other

Sholom Community Alliance 403b Plan · $12M · 573 · 63rd

  • BOOK $12M
  • BOOK 573
  • BOOK 63rd
  • BOOK Other
  • BOOK near North Canyon Medical Center, Inc. 403(b) Retirement Plan
  • BOOK ind #12029

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 Minnesota →

Sholom Community Alliance 403b Plan in the asset neighbourhood

Manzano Day School Defined Contribution PlanManzano Day School Defined C…$12MHospice of the East Bay 403(b) Retirement PlanHospice of the East Bay 403(…$12MCal Poly Humboldt Sponsored Programs Foundation 403(b) DC PlanCal Poly Humboldt Sponsored …$12MSholom Community Alliance 403b PlanSholom Community Alliance 40…$12MNorth Canyon Medical Center, Inc. 403(b) Retirement PlanNorth Canyon Medical Center,…$12M
End-of-year total assets ($M) among Sholom Community Alliance 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Sholom Community Alliance multi-year asset trail

Sponsor-wide plan assets over time

All Sholom Community Alliance plans reported in each filing year

Latest sponsor-wide plan assets
$14M 24.579477669011933% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $14.3M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 521 $12M
2023 1 573 $12M
2024 1 475 $14M

Sholom Community Alliance filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income$522K
Employer EIN411837022
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Minnesota

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

Sholom Community Alliance 403b Plan vs. nearby Other plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sholom Community Alliance 403b Plan, Total assets ($B): 0.01202897 · Participants: 573Sholom Community Alliance 403b PlanMayo 403(b) Plan, Total assets ($B): 11.206302019 · Participants: 84098Mayo 403(b) PlanCentracare Health System 403(b) Plan, Total assets ($B): 0.826746245 · Participants: 9437Centracare Health System 403(b) PlanChildrens Hospitals and Clinics Matched Savings Plan, Total assets ($B): 0.820036853 · Participants: 5331Childrens Hospitals and Clinics Matched Savings PlanCarpenters & Joiners Defined Contribution Plan, Total assets ($B): 0.718854174 · Participants: 21043Carpenters & Joiners Defined Contribution PlanUniversity of St. Thomas Retirement Plan, Total assets ($B): 0.4224871 · Participants: 2481University of St. Thomas Retirement Plan
Sholom Community Alliance 403b Plan vs. nearby Other plans in Minnesota, assets vs. participants
Compare Sholom Community Alliance 403b Plan side-by-side with 3 peers →

Sholom Community Alliance 403b Plan's out-of-state Other peers by assets and headcount

Outside Minnesota, the nearest Other by assets is North Canyon Medical Center, Inc. 403(b) Retirement Plan in ID ($12M); by covered participants it is Womens League Tax Sheltered Annuity Plan in NY (572 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Sholom Community Alliance 403b Plan assets move in 2023? ▼
Sholom Community Alliance 403b Plan edged up modestly - up 4.5% during 2023, from $12M to $12M. Reported net income was $522K.
How have Sholom Community Alliance plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sholom Community Alliance's sponsor-wide assets grew 24.6%, from $12M to $14M.
Which Other plans are similar in size to Sholom Community Alliance 403b Plan? ▼
Among Other plans in other states, the closest by assets is North Canyon Medical Center, Inc. 403(b) Retirement Plan in ID ($12M, 332 participants).
Which Other plans cover a similar participant headcount to Sholom Community Alliance 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Womens League Tax Sheltered Annuity Plan in NY (572 participants, $23M 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 411837022.

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.