401(k) · DOL Form 5500 · 2023

Shorehaven Behavioral Health Inc 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
67
Participants Small participant base
41st
Percentile by assets National rank
$61,774
Avg per participant Low balance/head
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Official DOL plan name: Shorehaven Behavioral Health, Inc Employees Savings Trust · Sponsored by Shorehaven Behavioral Health Inc · Wisconsin · Healthcare & Social Assistance

$4M in assets, 67 participants

Shorehaven Behavioral Health Inc's Shorehaven Behavioral Health, Inc Employees Savings Trust reported $4M in total assets and 67 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,740 in Healthcare & Social Assistance (17,684 peers)

Shorehaven Behavioral Health Inc multi-year trail

Shorehaven Behavioral Health Inc's plans moved +33.2% in assets from 2022 to 2024; this filing shows Shorehaven Behavioral Health, Inc Employees Savings Trust at $4M / 67 participants.

#7,740
in Healthcare & Social Assistance (17,684 peers)
+23.8%
assets growth YoY

Shorehaven Behavioral Health, Inc Employees Savings Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shorehaven Behavioral Health, Inc Employees Savings Trust vs every filed plan by assets

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

$4,138,852 41st percentile higher than 41% 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

Shorehaven Behavioral Health, Inc Employees Savings Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shorehaven Behavioral Health, Inc Employees Savings Trust is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shorehaven Behavioral Health, Inc Employees Savings Trust reported net income rose from -$1M in the plan year 2022 filing to $797K in the plan year 2023 filing.
  • Shorehaven Behavioral Health, Inc Employees Savings Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shorehaven Behavioral Health, Inc Employees Savings Trust reported participants fell from 81 in the plan year 2022 filing to 67 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 043849216 · Shorehaven Behavioral Health Inc PY 2023 · 401(k)

Shorehaven Behavioral Health, Inc Employees Savings Trust · $4M · 67 · 41st

  • RANK $4M
  • PHOTO 67
  • IND 41st
  • EOY 401(k)
  • 5500 near Lowe Law Firm, PC 401(k) Profit Sharing Plan
  • ASSETS ind #7740

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 →

Shorehaven Behavioral Health, Inc Employees Savings Trust in the asset neighbourhood

Shorehaven Behavioral Health, Inc Employees Savings TrustShorehaven Behavioral Health…$4MLowe Law Firm, PC 401(k) Profit Sharing PlanLowe Law Firm, PC 401(k) Pro…$4MTampa Bay Veterinary Operations 401(k) PlanTampa Bay Veterinary Operati…$4MDml 401(k) Plan$4MJeffrey N. Kaplan, M.D., LLC 401(k) Profit-Sharing PlanJeffrey N. Kaplan, M.D., LLC…$4M
End-of-year total assets ($M) among Shorehaven Behavioral Health, Inc Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shorehaven Behavioral Health Inc multi-year asset trail

Sponsor-wide plan assets over time

All Shorehaven Behavioral Health Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 33.2433530587808% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.34M $4.45M ▲ +33.2%
Year Plans Participants Total Assets
2022 1 81 $3M
2023 1 67 $4M
2024 1 67 $4M

Shorehaven Behavioral Health Inc filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$797K
Employer EIN043849216
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Shorehaven Behavioral Health, Inc Employees Savings Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Shorehaven Behavioral Health, Inc Employees Savings Trust, Total assets ($B): 0.004138852 · Participants: 67Shorehaven Behavioral Health, Inc Employees Savings TrustAdvocate 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
Shorehaven Behavioral Health, Inc Employees Savings Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Shorehaven Behavioral Health, Inc Employees Savings Trust side-by-side with 3 peers →

Shorehaven Behavioral Health, Inc Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Lowe Law Firm, PC 401(k) Profit Sharing Plan in MI ($4M); by covered participants it is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Shorehaven Behavioral Health, Inc Employees Savings Trust assets move in 2023? ▼
Shorehaven Behavioral Health, Inc Employees Savings Trust grew sharply - up 23.8% during 2023, from $3M to $4M. Reported net income was $797K.
How have Shorehaven Behavioral Health Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shorehaven Behavioral Health Inc's sponsor-wide assets grew 33.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Shorehaven Behavioral Health, Inc Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lowe Law Firm, PC 401(k) Profit Sharing Plan in MI ($4M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Shorehaven Behavioral Health, Inc Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants, N/A 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 043849216.

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.