401(k) · DOL Form 5500 · 2024

Sheltered Wings, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
418
Participants Below avg headcount
75th
Percentile by assets National rank
$62,492
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sheltered Wings, Inc. 401(k) Plan · Sponsored by Sheltered Wings, Inc. · Wisconsin · Wholesale Trade

$26M in assets, 418 participants

Sheltered Wings, Inc.'s Sheltered Wings, Inc. 401(k) Plan reported $26M in total assets and 418 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,429 in Wholesale Trade (6,080 peers)

Where Sheltered Wings, Inc. 401(k) Plan sits by assets

Sheltered Wings, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 418 participants (~$62,492/participant), up 21.5% in 2024.

#4,429
in Wholesale Trade (6,080 peers)
+21.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Sheltered Wings, Inc. 401(k) Plan's outsized position by total assets

Sheltered Wings, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,121,711 Top 25% higher than 75% of 123,620 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 2024

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

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheltered Wings, Inc. 401(k) Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sheltered Wings, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Sheltered Wings, Inc. 401(k) Plan end-of-year assets rose from $21M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391649048 · Sheltered Wings, Inc. PY 2024 · 401(k)

Sheltered Wings, Inc. 401(k) Plan · $26M · 418 · 75th

  • TYPE $26M
  • TYPE 418
  • TYPE 75th
  • TYPE 401(k)
  • TYPE near Environmental Restoration 401(k) Profit-Sharing Plan
  • TYPE ind #4429

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Sheltered Wings, Inc. 401(k) Plan in the asset neighbourhood

Ear Nose & Throat Associates of Corpus Christi 401(k) Retirement PlanEar Nose & Throat Associates…$26MSheltered Wings, Inc. 401(k) PlanSheltered Wings, Inc. 401(k)…$26MEnvironmental Restoration 401(k) Profit-Sharing PlanEnvironmental Restoration 40…$26MAlliance Entertainment 401(k) PlanAlliance Entertainment 401(k…$26MDrax Biomass Inc. 401(k) Plan$26M
End-of-year total assets ($M) among Sheltered Wings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN391649048
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheltered Wings, Inc.)

Sponsor-wide plan assets over time

All Sheltered Wings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 68.12177732725122% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $15.5M $26.1M ▲ +68.1%
Year Plans Participants Total Assets
2022 1 378 $16M
2023 2 774 $57M
2024 1 418 $26M

Nearby 401(k) Plans in Wisconsin

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

Sheltered Wings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Sheltered Wings, Inc. 401(k) Plan, Total assets ($B): 0.026121711 · Participants: 418Sheltered Wings, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Sheltered Wings, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Sheltered Wings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Environmental Restoration 401(k) Profit-Sharing Plan in MO ($26M); by covered participants it is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Sheltered Wings, Inc. 401(k) Plan assets move in 2024? ▼
Sheltered Wings, Inc. 401(k) Plan grew sharply - up 21.5% during 2024, from $21M to $26M. Reported net income was $5M.
How have Sheltered Wings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheltered Wings, Inc.'s sponsor-wide assets grew 68.1%, from $16M to $26M.
Where does Sheltered Wings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Sheltered Wings, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sheltered Wings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Restoration 401(k) Profit-Sharing Plan in MO ($26M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Sheltered Wings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tribar Manufacturing, LLC 401(k) Plan in MI (418 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391649048.

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.