Other · DOL Form 5500 · 2024
Rehab Jv, LLC, Dba Sheltering Arms Institute Retirement Plan
Data updated 2026-08-11
- $76M
- Total assets
- 731
- Participants
- 88th
- Percentile by assets
- $104,301
- Avg per participant
Official DOL plan name: Sheltering Arms 403(b) Retirement Plan · Sponsored by Rehab Jv, LLC, Dba Sheltering Arms Institute · Virginia · Healthcare & Social Assistance
$76M in assets, 731 participants
Rehab Jv, LLC, Dba Sheltering Arms Institute's Sheltering Arms 403(b) Retirement Plan reported $76M in total assets and 731 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 123,622 plans)
- #15,216 in Healthcare & Social Assistance (16,916 peers)
Where Sheltering Arms 403(b) Retirement Plan sits by assets
Sheltering Arms 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $76M for 731 participants (~$104,301/participant), up 19.9% in 2024.
- $76M
- total plan assets (2024 EOY)
- 731
- covered participants
- 88th
- percentile by assets (of 123,622 plans)
- $104,301
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheltering Arms 403(b) Retirement Plan end-of-year assets rose from $64M in the plan year 2023 filing to $76M in the plan year 2024 filing.
- Sheltering Arms 403(b) Retirement Plan reported net income rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Sheltering Arms 403(b) Retirement Plan reported participants rose from 677 in the plan year 2023 filing to 731 in the plan year 2024 filing.
Sheltering Arms 403(b) Retirement Plan vs the 2024 asset distribution
By assets, Sheltering Arms 403(b) Retirement Plan outranks 88% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $76M |
| Net Income | $13M |
| Employer EIN | 814446403 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rehab Jv, LLC, Dba Sheltering Arms Institute)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 677 | $64M |
| 2024 | 1 | 731 | $76M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Similar-Sized Other Plans Nationally
Other plans in other states closest to Sheltering Arms 403(b) Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Sheltering Arms 403(b) Retirement Plan assets move in 2024? ▼
How have Rehab Jv, LLC, Dba Sheltering Arms Institute plan assets changed over time? ▼
Where does Sheltering Arms 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to Sheltering Arms 403(b) Retirement Plan? ▼
Next read for Sheltering Arms 403(b) Retirement Plan
Scale reading
Ways to act on Sheltering Arms 403(b) Retirement Plan's numbers.
- By total assets, Sheltering Arms 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
- Rehab Jv, LLC, Dba Sheltering Arms Institute's sponsor-wide assets have grown 19.9% since 2023 across 2 plan years on file. More Healthcare & Social Assistance plans