Other · DOL Form 5500 · 2023

Shield Healthcare Centers, Inc. Retirement Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
330
Participants Below avg headcount
75th
Percentile by assets National rank
$69,055
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan · Sponsored by Shield Healthcare Centers, Inc. · California · Healthcare & Social Assistance

$23M in assets, 330 participants

Shield Healthcare Centers, Inc.'s Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan reported $23M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,952 in Healthcare & Social Assistance (17,684 peers)

Where Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan sits by assets

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan sits in the top quartile of all filed plans by assets, $23M for 330 participants (~$69,055/participant), up 18.4% in 2023.

#13,952
in Healthcare & Social Assistance (17,684 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan's outsized position by total assets

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan vs every filed plan by assets

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

$22,788,196 Top 25% higher than 75% 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

Shield Healthcare Centers, Inc. Employee 401 (K) Savings 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. Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan sits mid-pack in the medium band (330 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951940459 · Shield Healthcare Centers, Inc. PY 2023 · Other

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan · $23M · 330 · 75th

  • EIN $23M
  • RANK 330
  • PHOTO 75th
  • IND Other
  • EOY near Northwest Energy Efficiency Alliance Retirement Plan
  • 5500 ind #13952

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 California →

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan in the asset neighbourhood

Shield Healthcare Centers, Inc. Employee 401 (K) Savings PlanShield Healthcare Centers, I…$23MNorthwest Energy Efficiency Alliance Retirement PlanNorthwest Energy Efficiency …$23MThe Jewish Federations of North America 403(b) DC PlanThe Jewish Federations of No…$23MThe Ivymount School and Programs 403(b) PlanThe Ivymount School and Prog…$23MVirginia Tech Foundation 403(b) PlanVirginia Tech Foundation 403…$23M
End-of-year total assets ($M) among Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN951940459
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shield Healthcare Centers, Inc.)

Sponsor-wide plan assets over time

All Shield Healthcare Centers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.51060776167594% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $26.3M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 333 $19M
2023 1 330 $23M
2024 1 350 $26M

Nearby Other Plans in California

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

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan, Total assets ($B): 0.022788196 · Participants: 330Shield Healthcare Centers, Inc. Employee 401 (K) Savings PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan vs. nearby Other plans in California, assets vs. participants
Compare Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan side-by-side with 3 peers →

Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Northwest Energy Efficiency Alliance Retirement Plan in OR ($23M); by covered participants it is Advanced Technology International 403(b) Retirement Plan in SC (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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 Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan assets move in 2023? ▼
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan grew sharply - up 18.4% during 2023, from $19M to $23M. Reported net income was $4M.
How have Shield Healthcare Centers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shield Healthcare Centers, Inc.'s sponsor-wide assets grew 36.5%, from $19M to $26M.
Where does Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan rank by assets among Form 5500 filers? ▼
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan? ▼
Among Other plans in other states, the closest by assets is Northwest Energy Efficiency Alliance Retirement Plan in OR ($23M, 90 participants).
Which Other plans cover a similar participant headcount to Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is Advanced Technology International 403(b) Retirement Plan in SC (330 participants, $49M 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 951940459.

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.