Other · DOL Form 5500 · 2023

Shenandoah Medical Center Retirement Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
317
Participants Below avg headcount
72nd
Percentile by assets National rank
$59,572
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shenandoah Medical Center 403b Plan · Sponsored by Shenandoah Medical Center · Iowa · Healthcare & Social Assistance

$19M in assets, 317 participants

Shenandoah Medical Center's Shenandoah Medical Center 403b Plan reported $19M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #13,464 in Healthcare & Social Assistance (17,684 peers)

Shenandoah Medical Center multi-year trail

Shenandoah Medical Center's plans moved +34.5% in assets from 2022 to 2024; this filing shows Shenandoah Medical Center 403b Plan at $19M / 317 participants.

#13,464
in Healthcare & Social Assistance (17,684 peers)
+21.2%
assets growth YoY

Shenandoah Medical Center 403b Plan's outsized position by total assets

Shenandoah Medical Center 403b Plan vs every filed plan by assets

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

$18,884,368 Top 28% higher than 72% 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

Shenandoah Medical Center 403b 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. Shenandoah Medical Center 403b Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shenandoah Medical Center 403b Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shenandoah Medical Center 403b Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Shenandoah Medical Center 403b Plan reported participants fell from 326 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421101835 · Shenandoah Medical Center PY 2023 · Other

Shenandoah Medical Center 403b Plan · $19M · 317 · 72nd

  • PCT $19M
  • PCT 317
  • PCT 72nd
  • PCT Other
  • PCT near My Community Dental Centers, Inc. 403(b) Plan
  • PCT ind #13464

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 Iowa →

Shenandoah Medical Center 403b Plan in the asset neighbourhood

Shenandoah Medical Center 403b PlanShenandoah Medical Center 40…$19MMy Community Dental Centers, Inc. 403(b) PlanMy Community Dental Centers,…$19MAmerican Society for Clinical Pathology 403(b) PlanAmerican Society for Clinica…$19MHousing Works, Inc. 403(b) PlanHousing Works, Inc. 403(b) P…$19M403(b) Thrift Plan of Ohel Children's Home and Family Services, Inc.403(b) Thrift Plan of Ohel C…$19M
End-of-year total assets ($M) among Shenandoah Medical Center 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Shenandoah Medical Center multi-year asset trail

Sponsor-wide plan assets over time

All Shenandoah Medical Center plans reported in each filing year

Latest sponsor-wide plan assets
$21M 34.52544829579079% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.6M $21M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 326 $16M
2023 1 317 $19M
2024 1 324 $21M

Shenandoah Medical Center filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN421101835
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Iowa

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

Shenandoah Medical Center 403b Plan vs. nearby Other plans in Iowa, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Shenandoah Medical Center 403b Plan, Total assets ($M): 18.884368 · Participants: 317Shenandoah Medical Center 403b PlanIaicu Multiple Employer Plan, Total assets ($M): 593.244111 · Participants: 2396Iaicu Multiple Employer PlanAct, Inc. Defined Contribution Retirement Plan, Total assets ($M): 425.690125 · Participants: 1043Act, Inc. Defined Contribution Retirement PlanGrinnell College Employees Retirement Savings Plan, Total assets ($M): 352.550863 · Participants: 810Grinnell College Employees Retirement Savings PlanGenesis Health System Retirement Savings Plan, Total assets ($M): 344.594954 · Participants: 4651Genesis Health System Retirement Savings PlanDrake University Mandatory Tax-Deferred Annuity Retirement Plan, Total assets ($M): 277.013704 · Participants: 1224Drake University Mandatory Tax-Deferred Annuity Retirement Plan
Shenandoah Medical Center 403b Plan vs. nearby Other plans in Iowa, assets vs. participants
Compare Shenandoah Medical Center 403b Plan side-by-side with 3 peers →

Shenandoah Medical Center 403b Plan's out-of-state Other peers by assets and headcount

Outside Iowa, the nearest Other by assets is My Community Dental Centers, Inc. 403(b) Plan in MI ($19M); by covered participants it is Acrmc 403(b) Plan in OH (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Shenandoah Medical Center 403b Plan assets move in 2023? ▼
Shenandoah Medical Center 403b Plan grew sharply - up 21.2% during 2023, from $16M to $19M. Reported net income was $3M.
How have Shenandoah Medical Center plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shenandoah Medical Center's sponsor-wide assets grew 34.5%, from $16M to $21M.
Which Other plans are similar in size to Shenandoah Medical Center 403b Plan? ▼
Among Other plans in other states, the closest by assets is My Community Dental Centers, Inc. 403(b) Plan in MI ($19M, 399 participants).
Which Other plans cover a similar participant headcount to Shenandoah Medical Center 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Acrmc 403(b) Plan in OH (317 participants, $3M 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 421101835.

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.