Other · DOL Form 5500 · 2024
Shepherd Center, Inc. Retirement Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 1,820
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $122,832
- Avg per participant Near avg balance/head
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.
- #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.
- #16,102
- in Healthcare & Social Assistance (16,916 peers)
- +11.7%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Shepherd Center 403(b) Retirement Savings Plan's outsized position by total assets
Shepherd Center 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$223,553,517 Top 5% higher than 95% 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
Shepherd Center 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Center 403(b) Retirement Savings Plan lands in the large band (1,820 participants).
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.
Plan-year Form 5500 strip
Filing strip 510141601 · Shepherd Center, Inc. PY 2024 · Other
Shepherd Center 403(b) Retirement Savings Plan · $224M · 1,820 · 95th
- PCT $224M
- PCT 1,820
- PCT 95th
- PCT Other
- PCT near Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University
- PCT ind #16102
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 Georgia →
Shepherd Center 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $200M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | $23M |
| Employer EIN | 510141601 |
| Plan Effective Date | 1983-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shepherd Center, Inc.)
Sponsor-wide plan assets over time
All Shepherd Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $224M 32.846445942832645% vs 2022
- 2024 filing year
| 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.
- Wellstar Health System, Inc. Supplemental Retirement Savings Plan $2.8B · 26,097
- Northside Hospital 403(b) Retirement Plan $1.8B · 29,253
- Childrens Healthcare of Atlanta Inc Share Plan $1.5B · 13,143
- IBEW Local 613 Defined Contribution Pension Plan $752M · 4,682
- Navicent Health 403(b) Retirement Savings Plan $575M · 6,344
Shepherd Center 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Georgia, the nearest Other by assets is Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University in PA ($224M); by covered participants it is Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan in CA (1,817 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,820 participants); asset peers above are excluded.
- Henry Mayo Newhall Memorial Hospital & Foundation Retirement Plan (CA) 1,817 · 3 off
- Navigators 403(b) Supplemental Retirement Plan (CO) 1,825 · 5 off
- Tufts Medical Center, Inc. Retirement Savings Plan - 403(b) (MA) 1,812 · 8 off
- University of Richmond Defined Contribution Retirement Plan (VA) 1,810 · 10 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.