Profit Sharing · DOL Form 5500 · 2023

Shelter Inc Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
142
Participants Small participant base
33rd
Percentile by assets National rank
$17,937
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

$3M in assets, 142 participants

Shelter Inc's Shelter, Inc. Employee Retirement 403(b) Plan reported $3M in total assets and 142 participants in its 2023 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.

  • #5,879 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Shelter, Inc. Employee Retirement 403(b) Plan covers 142 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $3M.

#5,879
in Healthcare & Social Assistance (17,684 peers)
+39.0%
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 2023 · DOL Form 5500

$2,547,015 33rd percentile higher than 33% 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

Shelter, Inc. Employee Retirement 403(b) 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. Shelter, Inc. Employee Retirement 403(b) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shelter, Inc. Employee Retirement 403(b) Plan reported net income rose from $323K in the plan year 2022 filing to $715K in the plan year 2023 filing.
  • Shelter, Inc. Employee Retirement 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shelter, Inc. Employee Retirement 403(b) Plan reported participants rose from 127 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 680117241 · Shelter Inc PY 2023 · Profit Sharing

Shelter, Inc. Employee Retirement 403(b) Plan · $3M · 142 · 33rd

  • NET $3M
  • BOOK 142
  • VS-ST 33rd
  • BOY Profit Sharing
  • SCH near Alivia Health Investment & Retirement Plan
  • EBSA ind #5879

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…$3MAlivia Health Investment & Retirement PlanAlivia Health Investment & R…$3MRomanoff Electric, Inc. Retirement PlanRomanoff Electric, Inc. Reti…$3MProfit Sharing Plan$3MStephen Honor Phd PC Profit Sharing PlanStephen Honor Phd PC Profit …$3M
End-of-year total assets ($M) among Shelter, Inc. Employee Retirement 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$715K
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): 0.002547015 · Participants: 142Shelter, Inc. Employee Retirement 403(b) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings 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 Alivia Health Investment & Retirement Plan in PR ($3M); by covered participants it is Co-Op 401(k) Plan in CO (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Shelter, Inc. Employee Retirement 403(b) Plan assets move in 2023? ▼
Shelter, Inc. Employee Retirement 403(b) Plan surged - up 39.0% during 2023, from $2M to $3M. Reported net income was $715K.
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 Alivia Health Investment & Retirement Plan in PR ($3M, 507 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 Co-Op 401(k) Plan in CO (142 participants, $6M 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 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.