Other · DOL Form 5500 · 2024

Shepherd Center, Inc. Retirement Plan

Data updated 2026-08-11

$224M
Total assets
1,820
Participants
95th
Percentile by assets
$122,832
Avg per participant
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Official DOL plan name: Shepherd Center 403(b) Retirement Savings Plan · Sponsored by Shepherd Center, Inc. · Georgia · Healthcare & Social Assistance

$224M in assets, 1,820 participants

Shepherd Center, Inc.'s Shepherd Center 403(b) Retirement Savings Plan reported $224M in total assets and 1,820 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #16,102 in Healthcare & Social Assistance (16,916 peers)

Where Shepherd Center 403(b) Retirement Savings Plan sits by assets

Shepherd Center 403(b) Retirement Savings Plan sits in the top 5% of all filed plans by assets, $224M for 1,820 participants (~$122,832/participant), up 11.7% in 2024.

$224M
total plan assets (2024 EOY)
1,820
covered participants
95th
percentile by assets (of 123,622 plans)
$122,832
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shepherd Center 403(b) Retirement Savings Plan reported net income fell from $32M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Shepherd Center 403(b) Retirement Savings Plan end-of-year assets rose from $200M in the plan year 2023 filing to $224M in the plan year 2024 filing.
  • Shepherd Center 403(b) Retirement Savings Plan reported participants rose from 1,799 in the plan year 2023 filing to 1,820 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Shepherd Center 403(b) Retirement Savings Plan vs the 2024 asset distribution

By assets, Shepherd Center 403(b) Retirement Savings Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$200M
Net Assets (End of Year)$224M
Net Income$23M
Employer EIN510141601
Plan Effective Date1983-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepherd Center, Inc.)

$160M$180M$200M$220M$240M 202220232024 $168M $224M ▲ +32.8%
Total plan assets by year, all Shepherd Center, Inc. plans on file
Year Plans Participants Total Assets
2022 1 1,816 $168M
2023 1 1,799 $200M
2024 1 1,820 $224M

Nearby Other Plans in Georgia

Peer Other plans, same state, same plan type, ranked by total assets.

Shepherd Center 403(b) Retirement Savings Plan vs. nearby Other plans in Georgia, assets vs. participants

Shepherd Center 403(b) Retirement Savings Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 0123 Total assets ($B) Participants Shepherd Center 403(…Wellstar Health Syst…Northside Hospital 4…Childrens Healthcare…IBEW Local 613 Defin…Navicent Health 403(…
Shepherd Center 403(b) Retirement Savings Plan vs. nearby Other plans in Georgia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Shepherd Center 403(b) Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Shepherd Center 403(b) Retirement Savings Plan assets move in 2024?
Shepherd Center 403(b) Retirement Savings Plan grew at a solid clip - up 11.7% during 2024, from $200M to $224M. Reported net income was $23M.
How have Shepherd Center, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shepherd Center, Inc.'s sponsor-wide assets grew 32.8%, from $168M to $224M.
Where does Shepherd Center 403(b) Retirement Savings Plan rank by assets among Form 5500 filers?
Shepherd Center 403(b) Retirement Savings Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Shepherd Center 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA ($224M, 622 participants).

Next read for Shepherd Center 403(b) Retirement Saving…

Scale reading

Ways to act on Shepherd Center 403(b) Retirement Savings Plan's numbers.