Profit Sharing · DOL Form 5500 · 2022

Shelter, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
127
Participants Small participant base
32nd
Percentile by assets National rank
$14,429
Avg per participant Low balance/head
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Official DOL plan name: Shelter, Inc. Employee Retirement 403(b) Plan · Sponsored by Shelter, Inc. · California · Healthcare & Social Assistance

$2M in assets, 127 participants

Shelter, Inc.'s Shelter, Inc. Employee Retirement 403(b) Plan reported $2M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,591 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Shelter, Inc. Employee Retirement 403(b) Plan covers 127 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $2M.

#6,591
in Healthcare & Social Assistance (20,060 peers)
+21.4%
assets growth YoY

Shelter, Inc. Employee Retirement 403(b) Plan among the smaller filed plans by assets

Shelter, Inc. Employee Retirement 403(b) Plan vs every filed plan by assets

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

$1,832,433 32nd percentile higher than 32% 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, Inc. Employee Retirement 403(b) 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, Inc. Employee Retirement 403(b) Plan sits mid-pack in the medium band (127 participants).

Plan-year Form 5500 strip

Filing strip 680117241 · Shelter, Inc. PY 2022 · Profit Sharing

Shelter, Inc. Employee Retirement 403(b) Plan · $2M · 127 · 32nd

  • EBSA $2M
  • EBSA 127
  • EBSA 32nd
  • EBSA Profit Sharing
  • EBSA near Alternative Community Resource Program 403(b) Plan
  • EBSA ind #6591

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 →

Shelter, Inc. Employee Retirement 403(b) Plan in the asset neighbourhood

Shelter, Inc. Employee Retirement 403(b) PlanShelter, Inc. Employee Retir…$2MAlternative Community Resource Program 403(b) PlanAlternative Community Resour…$2MDavid Pete Windham, Dmd 401(k) Profit Sharing PlanDavid Pete Windham, Dmd 401(…$2MCypress Medical, Inc. Restated Profit Sharing PlanCypress Medical, Inc. Restat…$2MThe Contractors Retirement PlanThe Contractors Retirement P…$2M
End-of-year total assets ($M) among Shelter, Inc. Employee Retirement 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$323K
Employer EIN680117241
Plan Effective Date2008-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter, Inc.)

Sponsor-wide plan assets over time

All Shelter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 65.36762872094096% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.83M $3.03M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 127 $2M
2023 1 142 $3M
2024 1 147 $3M

Nearby Profit Sharing Plans in California

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

Shelter, Inc. Employee Retirement 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Shelter, Inc. Employee Retirement 403(b) Plan, Total assets ($B): 0.001832433 · Participants: 127Shelter, Inc. Employee Retirement 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Shelter, Inc. Employee Retirement 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shelter, Inc. Employee Retirement 403(b) Plan side-by-side with 3 peers →

Shelter, Inc. Employee Retirement 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Alternative Community Resource Program 403(b) Plan in PA ($2M); by covered participants it is Echo Community Health Care 403(b) Plan in IN (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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, Inc. Employee Retirement 403(b) Plan assets move in 2022? ▼
Shelter, Inc. Employee Retirement 403(b) Plan grew sharply - up 21.4% during 2022, from $2M to $2M. Reported net income was $323K.
How have Shelter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter, Inc.'s sponsor-wide assets grew 65.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Shelter, Inc. Employee Retirement 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alternative Community Resource Program 403(b) Plan in PA ($2M, 192 participants).
Which Profit Sharing plans cover a similar participant headcount to Shelter, Inc. Employee Retirement 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Echo Community Health Care 403(b) Plan in IN (127 participants, $6M 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 680117241.

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.