Other · DOL Form 5500 · 2024
Shield Healthcare Centers, Inc. Retirement Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 350
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $75,049
- Avg per participant Below avg balance/head
Official DOL plan name: Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan · Sponsored by Shield Healthcare Centers, Inc. · California · Healthcare & Social Assistance
$26M in assets, 350 participants
Shield Healthcare Centers, Inc.'s Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan reported $26M in total assets and 350 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.
- #13,339 in Healthcare & Social Assistance (16,916 peers)
Where Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan sits by assets
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan sits in the top quartile of all filed plans by assets, $26M for 350 participants (~$75,049/participant), up 15.3% in 2024.
- #13,339
- in Healthcare & Social Assistance (16,916 peers)
- +15.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan's outsized position by total assets
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,267,236 Top 25% higher than 75% 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
Shield Healthcare Centers, Inc. Employee 401 (K) Savings 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. Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan sits mid-pack in the medium band (350 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan reported participants rose from 330 in the plan year 2023 filing to 350 in the plan year 2024 filing.
DOL schedule card
Filing strip 951940459 · Shield Healthcare Centers, Inc. PY 2024 · Other
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan · $26M · 350 · 75th
- 5500 $26M
- 5500 350
- 5500 75th
- 5500 Other
- 5500 near Health Care and Rehabilitation Services of Southeastern Vermont
- 5500 ind #13339
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 →
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 951940459 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shield Healthcare Centers, Inc.)
Sponsor-wide plan assets over time
All Shield Healthcare Centers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 36.51060776167594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 333 | $19M |
| 2023 | 1 | 330 | $23M |
| 2024 | 1 | 350 | $26M |
Nearby Other Plans in California
Peer Other plans, same state, same plan type, ranked by total assets.
- Stanford Contributory Retirement Plan $12.6B · 22,753
- Sutter Health 403(b) Savings Plan $7.6B · 54,954
- Stanford Health Care Retirement Savings Plan $6.9B · 24,152
- Caltech Base Retirement Plan $5.2B · 10,970
- University of Southern California Tax-Deferred Annuity Plan $4.8B · 20,886
Shield Healthcare Centers, Inc. Employee 401 (K) Savings Plan's out-of-state Other peers by assets and headcount
Outside California, the nearest Other by assets is Health Care and Rehabilitation Services of Southeastern Vermont in VT ($26M); by covered participants it is Kenneth Young Center 403(b) Plan in IL (350 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (350 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.