Other · DOL Form 5500 · 2023
Shepherd Center, Inc. Retirement Plan
Data updated 2026-08-11
- $200M
- Total assets
- 1,799
- Participants
- 95th
- Percentile by assets
- $111,242
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $200M
- total plan assets (2023 EOY)
- 1,799
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $111,242
- avg assets per participant
Where Shepherd Center 403(b) Retirement Savings Plan sits 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
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.
Shepherd Center 403(b) Retirement Savings Plan vs the 2023 asset distribution
By assets, Shepherd Center 403(b) Retirement Savings Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).
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.)
| 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.
Shepherd Center 403(b) Retirement Savings Plan vs. nearby Other plans in Georgia, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Shepherd Center 403(b) Retirement Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Shepherd Center 403(b) Retirement Savings Plan assets move in 2023? ▼
How have Shepherd Center, Inc. plan assets changed over time? ▼
Where does Shepherd Center 403(b) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Shepherd Center 403(b) Retirement Savings Plan? ▼
Next read for Shepherd Center 403(b) Retirement Saving…
Scale reading
Ways to act on Shepherd Center 403(b) Retirement Savings Plan's numbers.
- By total assets, Shepherd Center 403(b) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Georgia. Compare plans
- Shepherd Center, Inc.'s sponsor-wide assets have grown 32.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans