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
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
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.
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
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $735K |
| Employer EIN | 832134543 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) 195 · 0 off
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 195 · 0 off
- Pesi, Inc. Retirement Trust (WI) 195 · 0 off
- On Q Financial 401(k) Plan (AZ) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.