401(k) · DOL Form 5500 · 2023

Shalom House, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
175
Participants Small participant base
41st
Percentile by assets National rank
$23,379
Avg per participant Low balance/head
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Official DOL plan name: Shalom House, Inc. Retirement Savings Plan · Sponsored by Shalom House, Inc. · Maine · Healthcare & Social Assistance

$4M in assets, 175 participants

Shalom House, Inc.'s Shalom House, Inc. Retirement Savings Plan reported $4M in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,686 in Healthcare & Social Assistance (17,684 peers)

Coverage in Maine

Shalom House, Inc. Retirement Savings Plan covers 175 participants in Maine, about 37% of the average Maine filer (state average ~472 per filing). Assets: $4M.

#7,686
in Healthcare & Social Assistance (17,684 peers)
+24.5%
assets growth YoY

Shalom House, Inc. Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shalom House, Inc. Retirement Savings Plan vs every filed plan by assets

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

$4,091,298 41st percentile higher than 41% 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

Shalom House, Inc. Retirement Savings 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. Shalom House, Inc. Retirement Savings Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shalom House, Inc. Retirement Savings Plan reported net income rose from $635K in the plan year 2022 filing to $805K in the plan year 2023 filing.
  • Shalom House, Inc. Retirement Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Shalom House, Inc. Retirement Savings Plan reported participants rose from 160 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 237119236 · Shalom House, Inc. PY 2023 · 401(k)

Shalom House, Inc. Retirement Savings Plan · $4M · 175 · 41st

  • EOY $4M
  • EOY 175
  • EOY 41st
  • EOY 401(k)
  • EOY near Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing
  • EOY ind #7686

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 Maine →

Shalom House, Inc. Retirement Savings Plan in the asset neighbourhood

Shalom House, Inc. Retirement Savings PlanShalom House, Inc. Retiremen…$4MChas Schwab & Co. Keogh Plan & Custodial Acct-Profit SharingChas Schwab & Co. Keogh Plan…$4MBruce Fisher, Dds Profit Sharing PlanBruce Fisher, Dds Profit Sha…$4MComfort Research 401(k) Plan$4MGadellnet Consulting Services 401(k) PlanGadellnet Consulting Service…$4M
End-of-year total assets ($M) among Shalom House, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$805K
Employer EIN237119236
Plan Effective Date2006-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shalom House, Inc.)

Sponsor-wide plan assets over time

All Shalom House, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 49.145611509915675% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.29M $4.9M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 160 $3M
2023 1 175 $4M
2024 1 212 $5M

Nearby 401(k) Plans in Maine

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

Shalom House, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Shalom House, Inc. Retirement Savings Plan, Total assets ($B): 0.004091298 · Participants: 175Shalom House, Inc. Retirement Savings PlanTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Shalom House, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Shalom House, Inc. Retirement Savings Plan side-by-side with 3 peers →

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

Outside Maine, the nearest 401(k) by assets is Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing in DC ($4M); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Shalom House, Inc. Retirement Savings Plan assets move in 2023? ▼
Shalom House, Inc. Retirement Savings Plan grew sharply - up 24.5% during 2023, from $3M to $4M. Reported net income was $805K.
How have Shalom House, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shalom House, Inc.'s sponsor-wide assets grew 49.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Shalom House, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chas Schwab & Co. Keogh Plan & Custodial Acct-Profit Sharing in DC ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Shalom House, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 237119236.

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.