401(k) · DOL Form 5500 · 2024
Shields Health Care Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 1,142
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $90,872
- Avg per participant Below avg balance/head
Official DOL plan name: Shields Health Care Group 401(k) Profit Sharing Plan · Sponsored by Shields Health Care Group, Inc. · Massachusetts · Healthcare & Social Assistance
$104M in assets, 1,142 participants
Shields Health Care Group, Inc.'s Shields Health Care Group 401(k) Profit Sharing Plan reported $104M in total assets and 1,142 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #15,522 in Healthcare & Social Assistance (16,916 peers)
Where Shields Health Care Group 401(k) Profit Sharing Plan sits by assets
Shields Health Care Group 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $104M for 1,142 participants (~$90,872/participant), up 17.6% in 2024.
- #15,522
- in Healthcare & Social Assistance (16,916 peers)
- +17.6%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Shields Health Care Group 401(k) Profit Sharing Plan's outsized position by total assets
Shields Health Care Group 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$103,775,927 Top 9% higher than 91% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Shields Health Care Group 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shields Health Care Group 401(k) Profit Sharing Plan lands in the large band (1,142 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shields Health Care Group 401(k) Profit Sharing Plan reported net income rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- Shields Health Care Group 401(k) Profit Sharing Plan end-of-year assets rose from $88M in the plan year 2023 filing to $104M in the plan year 2024 filing.
- Shields Health Care Group 401(k) Profit Sharing Plan reported participants rose from 1,093 in the plan year 2023 filing to 1,142 in the plan year 2024 filing.
DOL schedule card
Filing strip 042974694 · Shields Health Care Group, Inc. PY 2024 · 401(k)
Shields Health Care Group 401(k) Profit Sharing Plan · $104M · 1,142 · 91st
- BOOK $104M
- VS-ST 1,142
- BOY 91st
- SCH 401(k)
- EBSA near Torcon, Inc. Retirement Plan
- PART ind #15522
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 Massachusetts →
Shields Health Care Group 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $88M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | $16M |
| Employer EIN | 042974694 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shields Health Care Group, Inc.)
Sponsor-wide plan assets over time
All Shields Health Care Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $104M 38.0490884205592% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,041 | $75M |
| 2023 | 1 | 1,093 | $88M |
| 2024 | 1 | 1,142 | $104M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Shields Health Care Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Torcon, Inc. Retirement Plan in NJ ($104M); by covered participants it is Youngwilliams P.C. 401(k) Profit Sharing Plan in MS (1,142 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- Torcon, Inc. Retirement Plan (NJ) $104M · 237
- Securities Industry and Financial Markets Association Savings Plan (NY) $104M · 128
- Dime Community Bank 401(k) Plan (NY) $104M · 852
- Ohl N.a. 401(k) Plan (NY) $104M · 814
Similar participant headcount
Nearest other-state filings by covered participants (1,142 participants); asset peers above are excluded.
- Youngwilliams P.C. 401(k) Profit Sharing Plan (MS) 1,142 · 0 off
- Wyndham Hotel Group Employee Savings Plan (NJ) 1,141 · 1 off
- Belgioioso Cheese, Inc. 401(k) Profit Sharing Plan (WI) 1,143 · 1 off
- Cboe Global Markets Smart Plan (IL) 1,143 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.