401(k) · DOL Form 5500 · 2023

The Sheltering Arms 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
267
Participants Below avg headcount
42nd
Percentile by assets National rank
$16,528
Avg per participant Low balance/head
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Official DOL plan name: The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan · Sponsored by The Sheltering Arms · Georgia · Healthcare & Social Assistance

$4M in assets, 267 participants

The Sheltering Arms's The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan reported $4M in total assets and 267 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,022 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan covers 267 participants in Georgia, about 24% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#8,022
in Healthcare & Social Assistance (17,684 peers)
+4.6%
assets growth YoY

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,413,084 42nd percentile higher than 42% 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

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing 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. The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan reported net income rose from -$849K in the plan year 2022 filing to $195K in the plan year 2023 filing.
  • The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan reported participants fell from 315 in the plan year 2022 filing to 267 in the plan year 2023 filing.
  • The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 580566236 · The Sheltering Arms PY 2023 · 401(k)

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan · $4M · 267 · 42nd

  • VS-ST $4M
  • BOY 267
  • SCH 42nd
  • EBSA 401(k)
  • PART near Elevate97 401(k) Retirement Plan
  • TYPE ind #8022

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 Georgia →

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan in the asset neighbourhood

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing PlanThe Sheltering Arms Safe-Har…$4MElevate97 401(k) Retirement PlanElevate97 401(k) Retirement …$4MErickson Metals Corporation 401(k) Savings and Retirement PlanErickson Metals Corporation …$4MSokal Media Group, Inc. 401(k) PlanSokal Media Group, Inc. 401(…$4MEngine Power Components, Inc. Profit Sharing - 401(k) PlanEngine Power Components, Inc…$4M
End-of-year total assets ($M) among The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$195K
Employer EIN580566236
Plan Effective Date2000-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sheltering Arms)

Sponsor-wide plan assets over time

All The Sheltering Arms plans reported in each filing year

Latest sponsor-wide plan assets
$5M 21.056665537416166% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.22M $5.11M ▲ +21.1%
Year Plans Participants Total Assets
2022 1 315 $4M
2023 1 267 $4M
2024 1 330 $5M

Nearby 401(k) Plans in Georgia

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

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan, Total assets ($B): 0.004413084 · Participants: 267The Sheltering Arms Safe-Harbor 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Elevate97 401(k) Retirement Plan in WI ($4M); by covered participants it is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (267 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 The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan assets move in 2023? ▼
The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan edged up modestly - up 4.6% during 2023, from $4M to $4M. Reported net income was $195K.
How have The Sheltering Arms plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sheltering Arms's sponsor-wide assets grew 21.1%, from $4M to $5M.
Which 401(k) plans are similar in size to The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate97 401(k) Retirement Plan in WI ($4M, 101 participants).
Which 401(k) plans cover a similar participant headcount to The Sheltering Arms Safe-Harbor 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unique Fabricating Inc Profit Sharing and 401 K Plan in DE (267 participants, $7M 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 580566236.

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.