Other · DOL Form 5500 · 2024

Rehab Jv, LLC, Dba Sheltering Arms Institute Retirement Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
731
Participants Near avg headcount
88th
Percentile by assets National rank
$104,301
Avg per participant Below avg balance/head
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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.

  • #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.

#15,216
in Healthcare & Social Assistance (16,916 peers)
+19.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Sheltering Arms 403(b) Retirement Plan's outsized position by total assets

Sheltering Arms 403(b) Retirement Plan vs every filed plan by assets

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

$76,243,707 Top 12% higher than 88% 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

Sheltering Arms 403(b) Retirement 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. Sheltering Arms 403(b) Retirement Plan sits mid-pack in the medium band (731 participants).

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 814446403 · Rehab Jv, LLC, Dba Sheltering Arms Institute PY 2024 · Other

Sheltering Arms 403(b) Retirement Plan · $76M · 731 · 88th

  • PART $76M
  • PART 731
  • PART 88th
  • PART Other
  • PART near Providence Day School Defined Contribution Plan
  • PART ind #15216

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 Virginia →

Sheltering Arms 403(b) Retirement Plan in the asset neighbourhood

American Management Association Savings & Investment PlanAmerican Management Associat…$76MProvidence Day School Defined Contribution PlanProvidence Day School Define…$76MSheltering Arms 403(b) Retirement PlanSheltering Arms 403(b) Retir…$76MAcmh 403(b) Defined Contribution PlanAcmh 403(b) Defined Contribu…$76MUniversity of Maryland Faculty Physicians, Inc. 403(b) Tax Deferred Annuity PlanUniversity of Maryland Facul…$76M
End-of-year total assets ($M) among Sheltering Arms 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$76M
Net Income$13M
Employer EIN814446403
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rehab Jv, LLC, Dba Sheltering Arms Institute)

Sponsor-wide plan assets over time

All Rehab Jv, LLC, Dba Sheltering Arms Institute plans reported in each filing year

Latest sponsor-wide plan assets
$76M 19.922809264731654% vs 2023
2024 filing year
$60M$65M$70M$75M$80M 20232024 $63.6M $76.2M ▲ +19.9%
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 Scatter plot of 6 data points. -100000100002000030000 -20246 Total assets ($B) Participants Sheltering Arms 403(b) Retirement Plan, Total assets ($B): 0.076243707 · Participants: 731Sheltering Arms 403(b) Retirement PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 5.12389915 · Participants: 12379The Mitre Corporation Tax Sheltered Annuity PlanSentara 403(b) Savings Plan, Total assets ($B): 3.744462888 · Participants: 28192Sentara 403(b) Savings PlanThe George Washington University Supplemental Retirement Plan, Total assets ($B): 1.64916352 · Participants: 8262The George Washington University Supplemental Retirement PlanInstitute for Defense Analyses Tax Deferred Annuity Plan, Total assets ($B): 0.875147544 · Participants: 1541Institute for Defense Analyses Tax Deferred Annuity PlanCarilion Clinic 403(b) Retirement Savings Plan, Total assets ($B): 0.822189307 · Participants: 13296Carilion Clinic 403(b) Retirement Savings Plan
Sheltering Arms 403(b) Retirement Plan vs. nearby Other plans in Virginia, assets vs. participants
Compare Sheltering Arms 403(b) Retirement Plan side-by-side with 3 peers →

Sheltering Arms 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Virginia, the nearest Other by assets is Providence Day School Defined Contribution Plan in NC ($76M); by covered participants it is Northwestern Medical Center, Inc. 403(b) Plan in VT (731 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (731 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 Sheltering Arms 403(b) Retirement Plan assets move in 2024? ▼
Sheltering Arms 403(b) Retirement Plan grew sharply - up 19.9% during 2024, from $64M to $76M. Reported net income was $13M.
How have Rehab Jv, LLC, Dba Sheltering Arms Institute plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rehab Jv, LLC, Dba Sheltering Arms Institute's sponsor-wide assets grew 19.9%, from $64M to $76M.
Where does Sheltering Arms 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Sheltering Arms 403(b) Retirement Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Sheltering Arms 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Providence Day School Defined Contribution Plan in NC ($76M, 406 participants).
Which Other plans cover a similar participant headcount to Sheltering Arms 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Northwestern Medical Center, Inc. 403(b) Plan in VT (731 participants, $93M 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 814446403.

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.