Other · DOL Form 5500 · 2024
Shenandoah Medical Center Retirement Plan
Data updated 2026-08-11
- $21M
- Total assets
- 324
- Participants
- 71st
- Percentile by assets
- $64,716
- Avg per participant
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.
- 71st percentile by assets (of 123,622 plans)
- #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.
- $21M
- total plan assets (2024 EOY)
- 324
- covered participants
- 71st
- percentile by assets (of 123,622 plans)
- $64,716
- avg assets per participant
Where Shenandoah Medical Center 403b Plan sits 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
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.
Shenandoah Medical Center across 3 plan years on file
Across the 3 plan years Shenandoah Medical Center has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $21M, a gain of 34.5%, while reported participants moved from 326 to 324 (-0.6%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($16M).
Shenandoah Medical Center multi-year asset trail
| 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.
Shenandoah Medical Center 403b Plan vs. nearby Other plans in Iowa, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to Shenandoah Medical Center 403b Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Shenandoah Medical Center 403b Plan assets move in 2024? ▼
How have Shenandoah Medical Center plan assets changed over time? ▼
Which Other plans are similar in size to Shenandoah Medical Center 403b Plan? ▼
Next read for Shenandoah Medical Center 403b Plan
Multi-year trail
Ways to act on Shenandoah Medical Center 403b Plan's numbers.
- By total assets, Shenandoah Medical Center 403b Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Iowa. Compare plans
- Shenandoah Medical Center's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans