Other · DOL Form 5500 · 2023

Rehab Jv, LLC, Dba Sheltering Arms Institute Retirement Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
677
Participants Below avg headcount
88th
Percentile by assets National rank
$93,910
Avg per participant Below avg balance/head
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Official DOL plan name: Sheltering Arms 403(b) Retirement Plan · Sponsored by Rehab Jv, LLC, Dba Sheltering Arms Institute · Virginia · Healthcare & Social Assistance

$64M in assets, 677 participants

Rehab Jv, LLC, Dba Sheltering Arms Institute's Sheltering Arms 403(b) Retirement Plan reported $64M in total assets and 677 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,842 in Healthcare & Social Assistance (17,684 peers)

Where Sheltering Arms 403(b) Retirement Plan sits by assets

Sheltering Arms 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $64M for 677 participants (~$93,910/participant), up 22.2% in 2023.

#15,842
in Healthcare & Social Assistance (17,684 peers)
+22.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Sheltering Arms 403(b) Retirement Plan's outsized position by total assets

Sheltering Arms 403(b) Retirement Plan vs every filed plan by assets

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

$63,577,319 Top 12% higher than 88% 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

Sheltering Arms 403(b) Retirement 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. Sheltering Arms 403(b) Retirement Plan sits mid-pack in the medium band (677 participants).

Plan-year Form 5500 strip

Filing strip 814446403 · Rehab Jv, LLC, Dba Sheltering Arms Institute PY 2023 · Other

Sheltering Arms 403(b) Retirement Plan · $64M · 677 · 88th

  • EOY $64M
  • 5500 677
  • ASSETS 88th
  • PCT Other
  • EIN near Access Community Health Network Retirement Savings Plan
  • RANK ind #15842

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 Virginia →

Sheltering Arms 403(b) Retirement Plan in the asset neighbourhood

Calhoun School 403(b) DC Plan$64MThe Hill School Defined Contribution Retirement PlanThe Hill School Defined Cont…$64MSheltering Arms 403(b) Retirement PlanSheltering Arms 403(b) Retir…$64MAccess Community Health Network Retirement Savings PlanAccess Community Health Netw…$63MAstm Tax Sheltered Savings PlanAstm Tax Sheltered Savings P…$63M
End-of-year total assets ($M) among Sheltering Arms 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$64M
Net Income$12M
Employer EIN814446403
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rehab Jv, LLC, Dba Sheltering Arms Institute)

Sponsor-wide plan assets over time

All Rehab Jv, LLC, Dba Sheltering Arms Institute plans reported in each filing year

Latest sponsor-wide plan assets
$76M 19.922809264731654% vs 2023
2024 filing year
$60M$65M$70M$75M$80M 20232024 $63.6M $76.2M ▲ +19.9%
Year Plans Participants Total Assets
2023 1 677 $64M
2024 1 731 $76M

Nearby Other Plans in Virginia

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

Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Sheltering Arms 403(b) Retirement Plan, Total assets ($B): 0.063577319 · Participants: 677Sheltering Arms 403(b) Retirement PlanSentara 403(b) Savings Plan, Total assets ($B): 3.287712192 · Participants: 25806Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.530650403 · Participants: 8047The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.801043955 · Participants: 1453Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.722085709 · Participants: 12978Carilion Clinic 403(b) Retirement Savings PlanCentra Health Matching Tax Deferred Savings Plan, Total assets ($B): 0.669994115 · Participants: 7141Centra Health Matching Tax Deferred Savings Plan
Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Sheltering Arms 403(b) Retirement Plan side-by-side with 3 peers →

Sheltering Arms 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Access Community Health Network Retirement Savings Plan in IL ($63M); by covered participants it is The College of St. Scholastica 403(b) Retirement Plan in MN (678 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (677 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 Sheltering Arms 403(b) Retirement Plan assets move in 2023? ▼
Sheltering Arms 403(b) Retirement Plan grew sharply - up 22.2% during 2023, from $52M to $64M. Reported net income was $12M.
How have Rehab Jv, LLC, Dba Sheltering Arms Institute plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rehab Jv, LLC, Dba Sheltering Arms Institute's sponsor-wide assets grew 19.9%, from $64M to $76M.
Where does Sheltering Arms 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Sheltering Arms 403(b) Retirement Plan ranks in the 88th 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 Sheltering Arms 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Access Community Health Network Retirement Savings Plan in IL ($63M, 1,073 participants).
Which Other plans cover a similar participant headcount to Sheltering Arms 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The College of St. Scholastica 403(b) Retirement Plan in MN (678 participants, $133M 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 814446403.

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.