Other · DOL Form 5500 · 2023
Shepherd Center, Inc. Retirement Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 1,799
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $111,242
- Avg per participant Below avg balance/head
Official DOL plan name: Shepherd Center 403(b) Retirement Savings Plan · Sponsored by Shepherd Center, Inc. · Georgia · Healthcare & Social Assistance
$200M in assets, 1,799 participants
Shepherd Center, Inc.'s Shepherd Center 403(b) Retirement Savings Plan reported $200M in total assets and 1,799 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #16,863 in Healthcare & Social Assistance (17,684 peers)
Where Shepherd Center 403(b) Retirement Savings Plan sits by assets
Shepherd Center 403(b) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $200M for 1,799 participants (~$111,242/participant), up 18.9% in 2023.
- #16,863
- in Healthcare & Social Assistance (17,684 peers)
- +18.9%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Shepherd Center 403(b) Retirement Savings Plan's outsized position by total assets
Shepherd Center 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$200,124,723 Top 5% higher than 95% 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
Shepherd Center 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Center 403(b) Retirement Savings Plan lands in the large band (1,799 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shepherd Center 403(b) Retirement Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $32M in the plan year 2023 filing.
- Shepherd Center 403(b) Retirement Savings Plan end-of-year assets rose from $168M in the plan year 2022 filing to $200M in the plan year 2023 filing.
- Shepherd Center 403(b) Retirement Savings Plan reported participants fell from 1,816 in the plan year 2022 filing to 1,799 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 510141601 · Shepherd Center, Inc. PY 2023 · Other
Shepherd Center 403(b) Retirement Savings Plan · $200M · 1,799 · 95th
- EBSA $200M
- EBSA 1,799
- EBSA 95th
- EBSA Other
- EBSA near St. John's Riverside Hospital 403(b) Retirement Plan
- EBSA ind #16863
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 Georgia →
Shepherd Center 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $32M |
| Employer EIN | 510141601 |
| Plan Effective Date | 1983-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shepherd Center, Inc.)
Sponsor-wide plan assets over time
All Shepherd Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 32.846445942832645% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,816 | $168M |
| 2023 | 1 | 1,799 | $200M |
| 2024 | 1 | 1,820 | $224M |
Nearby Other Plans in Georgia
Peer Other plans, same state, same plan type, ranked by total assets.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.1B · 24,573
- Northside Hospital 403(b) Retirement Plan $1.5B · 26,208
- Childrens Healthcare of Atlanta Inc Share Plan $1.3B · 13,019
- IBEW Local 613 Defined Contribution Pension Plan $671M · 4,358
- Mercer University Defined Contribution Retirement Plan $514M · 1,898
Shepherd Center 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is St. John's Riverside Hospital 403(b) Retirement Plan in NY ($200M); by covered participants it is The Rand Corporation 403(b) Savings Plan in CA (1,793 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- St. John's Riverside Hospital 403(b) Retirement Plan (NY) $200M · 1,345
- Hunterdon Healthcare 403(b) Retirement Savings Plan (NJ) $200M · 2,483
- Research Foundation for Mental Hygiene, Inc. Tda and (Frozen) DC Plan (NY) $200M · 1,340
- Wheaton College Retirement Plan (MA) $199M · 565
Similar participant headcount
Nearest other-state filings by covered participants (1,799 participants); asset peers above are excluded.
- The Rand Corporation 403(b) Savings Plan (CA) 1,793 · 6 off
- Rutland Regional Health Services Retirement Savings Plan (VT) 1,787 · 12 off
- Saint Leo University Retirement Plan (FL) 1,811 · 12 off
- Memorial Health System 403(b) Plan (IL) 1,817 · 18 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.