401(k) · DOL Form 5500 · 2024

Good Samaritan Shelter 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
265
Participants Below avg headcount
45th
Percentile by assets National rank
$22,572
Avg per participant Low balance/head
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Official DOL plan name: Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust · Sponsored by Good Samaritan Shelter · California · Healthcare & Social Assistance

$6M in assets, 265 participants

Good Samaritan Shelter's Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,313 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $6M.

#8,313
in Healthcare & Social Assistance (16,916 peers)
+39.2%
assets growth YoY

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,981,480 45th percentile higher than 45% 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

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust 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. Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust reported net income rose from $870K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust reported participants rose from 219 in the plan year 2023 filing to 265 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 770133375 · Good Samaritan Shelter PY 2024 · 401(k)

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust · $6M · 265 · 45th

  • PHOTO $6M
  • IND 265
  • EOY 45th
  • 5500 401(k)
  • ASSETS near Heartland Fabrication, LLC 401(k) Plan
  • PCT ind #8313

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 →

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Good Samaritan Shelter 401(k) Profit Sharing Plan & TrustGood Samaritan Shelter 401(k…$6MHeartland Fabrication, LLC 401(k) PlanHeartland Fabrication, LLC 4…$6MCaribe Federal Credit Union Employees Pension PlanCaribe Federal Credit Union …$6MHro Resources Multiple Employer 401(k) PlanHro Resources Multiple Emplo…$6M401(k) Profit Sharing Plan for Employees of the Arc of Hunterdon County, Inc.401(k) Profit Sharing Plan f…$6M
End-of-year total assets ($M) among Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN770133375
Plan Effective Date2005-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Good Samaritan Shelter)

Sponsor-wide plan assets over time

All Good Samaritan Shelter plans reported in each filing year

Latest sponsor-wide plan assets
$6M 74.5098376730699% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.43M $5.98M ▲ +74.3%
Year Plans Participants Total Assets
2022 1 156 $3M
2023 1 219 $4M
2024 1 265 $6M

Nearby 401(k) Plans in California

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

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00598148 · Participants: 265Good Samaritan Shelter 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heartland Fabrication, LLC 401(k) Plan in PA ($6M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust assets move in 2024?
Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust surged - up 39.2% during 2024, from $4M to $6M. Reported net income was $2M.
How have Good Samaritan Shelter plan assets changed over time?
Across 3 plan years on file (2022-2024), Good Samaritan Shelter's sponsor-wide assets grew 74.5%, from $3M to $6M.
Which 401(k) plans are similar in size to Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Heartland Fabrication, LLC 401(k) Plan in PA ($6M, 311 participants).
Which 401(k) plans cover a similar participant headcount to Good Samaritan Shelter 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M in assets).