401(k) · DOL Form 5500 · 2022

Shelter House, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
154
Participants Small participant base
33rd
Percentile by assets National rank
$12,536
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Shelter House, Inc. 401(k) Plan · Sponsored by Shelter House, Inc. · Virginia · Healthcare & Social Assistance

$2M in assets, 154 participants

Shelter House, Inc.'s Shelter House, Inc. 401(k) Plan reported $2M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,830 in Healthcare & Social Assistance (20,060 peers)

Coverage in Virginia

Shelter House, Inc. 401(k) Plan covers 154 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $2M.

#6,830
in Healthcare & Social Assistance (20,060 peers)
-16.4%
assets change YoY

The plan reported a net loss of $380K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelter House, Inc. 401(k) Plan among the smaller filed plans by assets

Shelter House, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,930,564 33rd percentile higher than 33% of 139,123 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 2022

Shelter House, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shelter House, Inc. 401(k) Plan sits mid-pack in the medium band (154 participants).

Plan-year Form 5500 strip

Filing strip 521217106 · Shelter House, Inc. PY 2022 · 401(k)

Shelter House, Inc. 401(k) Plan · $2M · 154 · 33rd

  • EOY $2M
  • 5500 154
  • ASSETS 33rd
  • PCT 401(k)
  • EIN near Thomas a Base Dmd Profit Sharing and Employee Savings Benefit Plan
  • RANK ind #6830

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 →

Shelter House, Inc. 401(k) Plan in the asset neighbourhood

Shelter House, Inc. 401(k) PlanShelter House, Inc. 401(k) P…$2MThomas a Base Dmd Profit Sharing and Employee Savings Benefit PlanThomas a Base Dmd Profit Sha…$2MPanhandle Grading & Paving, Inc. 401(k) PlanPanhandle Grading & Paving, …$2MFire Power Systems, Inc. 401(k) Plan and TrustFire Power Systems, Inc. 401…$2MShoals Technologies Group 401(k) Profit Sharing PlanShoals Technologies Group 40…$2M
End-of-year total assets ($M) among Shelter House, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$380K
Employer EIN521217106
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shelter House, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Shelter House, Inc. 401(k) Plan, Total assets ($B): 0.001930564 · Participants: 154Shelter House, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Shelter House, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Shelter House, Inc. 401(k) Plan side-by-side with 3 peers →

Shelter House, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Thomas a Base Dmd Profit Sharing and Employee Savings Benefit Plan in OR ($2M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shelter House, Inc. 401(k) Plan assets move in 2022? ▼
Shelter House, Inc. 401(k) Plan declined sharply - down 16.4% during 2022, from $2M to $2M. Reported net income was -$380K.
Which 401(k) plans are similar in size to Shelter House, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Thomas a Base Dmd Profit Sharing and Employee Savings Benefit Plan in OR ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Shelter House, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521217106.

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.