401(k) · DOL Form 5500 · 2024

Shared Support South, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
195
Participants Below avg headcount
34th
Percentile by assets National rank
$15,523
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shared Support South 401(k) Plan · Sponsored by Shared Support South, Inc. · Pennsylvania · Healthcare & Social Assistance

$3M in assets, 195 participants

Shared Support South, Inc.'s Shared Support South 401(k) Plan reported $3M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,816 in Healthcare & Social Assistance (16,916 peers)

Coverage in Pennsylvania

Shared Support South 401(k) Plan covers 195 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#5,816
in Healthcare & Social Assistance (16,916 peers)
+32.1%
assets growth YoY

Shared Support South 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shared Support South 401(k) Plan vs every filed plan by assets

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

$3,027,075 34th percentile higher than 34% 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

Shared Support South 401(k) 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. Shared Support South 401(k) Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shared Support South 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shared Support South 401(k) Plan reported net income rose from $597K in the plan year 2023 filing to $735K in the plan year 2024 filing.
  • Shared Support South 401(k) Plan reported participants fell from 202 in the plan year 2023 filing to 195 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832134543 · Shared Support South, Inc. PY 2024 · 401(k)

Shared Support South 401(k) Plan · $3M · 195 · 34th

  • ASSETS $3M
  • PCT 195
  • EIN 34th
  • RANK 401(k)
  • PHOTO near Food Bank of Central & Eastern North Carolina, Inc. 403(b)Plan-002
  • IND ind #5816

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 Pennsylvania →

Shared Support South 401(k) Plan in the asset neighbourhood

Shared Support South 401(k) PlanShared Support South 401(k) …$3MFood Bank of Central & Eastern North Carolina, Inc. 403(b)Plan-002Food Bank of Central & Easte…$3MHoly Cross Village 401(k) Retirement PlanHoly Cross Village 401(k) Re…$3MCascade Management, Inc 401(k) Profit Sharing PlanCascade Management, Inc 401(…$3MSpira Manufacturing Corporation 401(k) Profit Sharing PlanSpira Manufacturing Corporat…$3M
End-of-year total assets ($M) among Shared Support South 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$735K
Employer EIN832134543
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Support South, Inc.)

Sponsor-wide plan assets over time

All Shared Support South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 78.61209977011711% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.69M $3.03M ▲ +79.3%
Year Plans Participants Total Assets
2022 1 180 $2M
2023 1 202 $2M
2024 1 195 $3M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shared Support South 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Shared Support South 401(k) Plan, Total assets ($B): 0.003027075 · Participants: 195Shared Support South 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Shared Support South 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Shared Support South 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Food Bank of Central & Eastern North Carolina, Inc. 403(b)Plan-002 in NC ($3M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (195 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 Shared Support South 401(k) Plan assets move in 2024?
Shared Support South 401(k) Plan surged - up 32.1% during 2024, from $2M to $3M. Reported net income was $735K.
How have Shared Support South, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Shared Support South, Inc.'s sponsor-wide assets grew 78.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Shared Support South 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Food Bank of Central & Eastern North Carolina, Inc. 403(b)Plan-002 in NC ($3M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Shared Support South 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants, N/A in assets).