Other · DOL Form 5500 · 2024
Shenandoah Medical Center Retirement Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 324
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $64,716
- Avg per participant Low balance/head
Official DOL plan name: Shenandoah Medical Center 403b Plan · Sponsored by Shenandoah Medical Center · Iowa · Healthcare & Social Assistance
$21M in assets, 324 participants
Shenandoah Medical Center's Shenandoah Medical Center 403b Plan reported $21M in total assets and 324 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #12,782 in Healthcare & Social Assistance (16,916 peers)
Shenandoah Medical Center multi-year trail
Shenandoah Medical Center's plans moved +34.5% in assets from 2022 to 2024; this filing shows Shenandoah Medical Center 403b Plan at $21M / 324 participants.
- #12,782
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
Shenandoah Medical Center 403b Plan's outsized position by total assets
Shenandoah Medical Center 403b Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,967,922 Top 29% higher than 71% 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
Shenandoah Medical Center 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. Shenandoah Medical Center 403b Plan sits mid-pack in the medium band (324 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shenandoah Medical Center 403b Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Shenandoah Medical Center 403b Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Shenandoah Medical Center 403b Plan reported participants rose from 317 in the plan year 2023 filing to 324 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 421101835 · Shenandoah Medical Center PY 2024 · Other
Shenandoah Medical Center 403b Plan · $21M · 324 · 71st
- PHOTO $21M
- IND 324
- EOY 71st
- 5500 Other
- ASSETS near Pulaski Academy Defined Contribution Retirement Plan
- PCT ind #12782
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 Iowa →
Shenandoah Medical Center 403b Plan in the asset neighbourhood
Shenandoah Medical Center multi-year asset trail
Sponsor-wide plan assets over time
All Shenandoah Medical Center plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 34.52544829579079% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 326 | $16M |
| 2023 | 1 | 317 | $19M |
| 2024 | 1 | 324 | $21M |
Shenandoah Medical Center filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $2M |
| Employer EIN | 421101835 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Iowa
Peer Other plans, same state, same plan type, ranked by total assets.
- Iaicu Multiple Employer Plan $621M · 2,554
- Act, Inc. Defined Contribution Retirement Plan $393M · 913
- Grinnell College Employees Retirement Savings Plan $374M · 841
- Drake University Mandatory Tax-Deferred Annuity Retirement Plan $297M · 1,285
- St. Ambrose University Defined Contribution Plan $123M · 698
Shenandoah Medical Center 403b Plan's out-of-state Other peers by assets and headcount
Outside Iowa, the nearest Other by assets is Pulaski Academy Defined Contribution Retirement Plan in AR ($21M); by covered participants it is Kqed Inc. Tax Sheltered Annuity Plan in CA (324 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Pulaski Academy Defined Contribution Retirement Plan (AR) $21M · 147
- Sanctuary for Families 403(b) Plan (NY) $21M · 269
- Foss Home Tax Deferred Annuity Plan (WA) $21M · 218
- University Child Development School 403(b) Plan (WA) $21M · 108
Similar participant headcount
Nearest other-state filings by covered participants (324 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.