Other · DOL Form 5500 · 2024
Sholom Community Alliance Retirement Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 475
- Participants Below avg headcount
- 63rd
- Percentile by assets National rank
- $30,179
- Avg per participant Low balance/head
Official DOL plan name: Sholom Community Alliance 403b Plan · Sponsored by Sholom Community Alliance · Minnesota · Healthcare & Social Assistance
$14M in assets, 475 participants
Sholom Community Alliance's Sholom Community Alliance 403b Plan reported $14M in total assets and 475 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #11,602 in Healthcare & Social Assistance (16,916 peers)
Coverage in Minnesota
Sholom Community Alliance 403b Plan covers 475 participants in Minnesota, about 42% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.
- #11,602
- in Healthcare & Social Assistance (16,916 peers)
- +19.2%
- assets growth YoY
Sholom Community Alliance 403b Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Sholom Community Alliance 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,335,211 Top 37% higher than 63% 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
Sholom Community Alliance 403b 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. Sholom Community Alliance 403b Plan sits mid-pack in the medium band (475 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sholom Community Alliance 403b Plan reported net income rose from $522K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Sholom Community Alliance 403b Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Sholom Community Alliance 403b Plan reported participants fell from 573 in the plan year 2023 filing to 475 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 411837022 · Sholom Community Alliance PY 2024 · Other
Sholom Community Alliance 403b Plan · $14M · 475 · 63rd
- EBSA $14M
- EBSA 475
- EBSA 63rd
- EBSA Other
- EBSA near Creoks Mental Health Services 403(b) Plan
- EBSA ind #11602
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 Minnesota →
Sholom Community Alliance 403b Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 411837022 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sholom Community Alliance)
Sponsor-wide plan assets over time
All Sholom Community Alliance plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 24.579477669011933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 521 | $12M |
| 2023 | 1 | 573 | $12M |
| 2024 | 1 | 475 | $14M |
Nearby Other Plans in Minnesota
Peer Other plans, same state, same plan type, ranked by total assets.
- Mayo 403(b) Plan $12.8B · 85,933
- Childrens Hospitals and Clinics Matched Savings Plan $938M · 5,750
- Centracare Health System 403(b) Plan $867M · 8,227
- Carpenters & Joiners Defined Contribution Plan $811M · 22,289
- University of St. Thomas Retirement Plan $460M · 2,357
Sholom Community Alliance 403b Plan's out-of-state Other peers by assets and headcount
Outside Minnesota, the nearest Other by assets is Creoks Mental Health Services 403(b) Plan in OK ($14M); by covered participants it is Columbia Valley Community Health Retirement Plan in WA (474 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (475 participants); asset peers above are excluded.
- Columbia Valley Community Health Retirement Plan (WA) 474 · 1 off
- Ladacin Network, Inc. 403(b) Plan (NJ) 474 · 1 off
- Jones Memorial Hospital Defined Contribution 403(b) Plan (NY) 476 · 1 off
- Niagara University Defined Contribution Plan (NY) 474 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.