401(k) · DOL Form 5500 · 2024

Shelterpoint Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
231
Participants Below avg headcount
60th
Percentile by assets National rank
$53,304
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shelterpoint Life 401(k) Plan · Sponsored by Shelterpoint Life Insurance Company · New York · Finance & Insurance

$12M in assets, 231 participants

Shelterpoint Life Insurance Company's Shelterpoint Life 401(k) Plan reported $12M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,779 in Finance & Insurance (8,549 peers)

Coverage in New York

Shelterpoint Life 401(k) Plan covers 231 participants in New York, about 29% of the average New York filer (state average ~798 per filing). Assets: $12M.

#3,779
in Finance & Insurance (8,549 peers)
-67.9%
assets change YoY

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shelterpoint Life 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Shelterpoint Life 401(k) Plan vs every filed plan by assets

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

$12,313,191 Top 40% higher than 60% 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

Shelterpoint Life 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. Shelterpoint Life 401(k) Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shelterpoint Life 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to -$26M in the plan year 2024 filing.
  • Shelterpoint Life 401(k) Plan end-of-year assets fell from $38M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Shelterpoint Life 401(k) Plan reported participants rose from 225 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112284118 · Shelterpoint Life Insurance Company PY 2024 · 401(k)

Shelterpoint Life 401(k) Plan · $12M · 231 · 60th

  • VS-ST $12M
  • BOY 231
  • SCH 60th
  • EBSA 401(k)
  • PART near Fun.Com 401(k) Plan
  • TYPE ind #3779

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 Finance & Insurance retirement plans → · Plans in New York →

Shelterpoint Life 401(k) Plan in the asset neighbourhood

Shelterpoint Life 401(k) Plan$12MFun.Com 401(k) Plan$12MClimate by Design International, Inc. 401(k) Profit Sharing PlanClimate by Design Internatio…$12MExtu, Inc. 401(k) Plan$12MSouthern States Utility Trailer Sales, Inc. 401(k) Retirement PlanSouthern States Utility Trai…$12M
End-of-year total assets ($M) among Shelterpoint Life 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$12M
Net Income-$26M
Employer EIN112284118
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelterpoint Life Insurance Company)

Sponsor-wide plan assets over time

All Shelterpoint Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$12M 57.33171376784752% vs 2022
2024 filing year
$0M$10M$20M$30M$40M$50M 202220232024 $28.9M $12.3M ▼ -57.3%
Year Plans Participants Total Assets
2022 1 191 $29M
2023 1 225 $38M
2024 2 231 $12M

Nearby 401(k) Plans in New York

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

Shelterpoint Life 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Shelterpoint Life 401(k) Plan, Total assets ($B): 0.012313191 · Participants: 231Shelterpoint Life 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Shelterpoint Life 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Shelterpoint Life 401(k) Plan side-by-side with 3 peers →

Shelterpoint Life 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fun.Com 401(k) Plan in MN ($12M); by covered participants it is Unitek College Utah, LLC 401(k) Plan in CA (231 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Shelterpoint Life 401(k) Plan assets move in 2024? ▼
Shelterpoint Life 401(k) Plan contracted severely - down 67.9% during 2024, from $38M to $12M. Reported net income was -$26M.
How have Shelterpoint Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelterpoint Life Insurance Company's sponsor-wide assets declined 57.3%, from $29M to $12M.
Which 401(k) plans are similar in size to Shelterpoint Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fun.Com 401(k) Plan in MN ($12M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Shelterpoint Life 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitek College Utah, LLC 401(k) Plan in CA (231 participants, N/A 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 112284118.

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.