Profit Sharing · DOL Form 5500 · 2024

Shelter, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
147
Participants Small participant base
34th
Percentile by assets National rank
$20,614
Avg per participant Low balance/head
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Official DOL plan name: Shelter, Inc. Employee Retirement 403(b) Plan · Sponsored by Shelter, Inc. · California · Healthcare & Social Assistance

$3M in assets, 147 participants

Shelter, Inc.'s Shelter, Inc. Employee Retirement 403(b) Plan reported $3M in total assets and 147 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.

  • #5,818 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Shelter, Inc. Employee Retirement 403(b) Plan covers 147 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $3M.

#5,818
in Healthcare & Social Assistance (16,916 peers)
+19.0%
assets growth YoY

Shelter, Inc. Employee Retirement 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Shelter, Inc. Employee Retirement 403(b) Plan vs every filed plan by assets

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

$3,030,251 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

Shelter, Inc. Employee Retirement 403(b) 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. Shelter, Inc. Employee Retirement 403(b) Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shelter, Inc. Employee Retirement 403(b) Plan reported net income fell from $715K in the plan year 2023 filing to $483K in the plan year 2024 filing.
  • Shelter, Inc. Employee Retirement 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Shelter, Inc. Employee Retirement 403(b) Plan reported participants rose from 142 in the plan year 2023 filing to 147 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680117241 · Shelter, Inc. PY 2024 · Profit Sharing

Shelter, Inc. Employee Retirement 403(b) Plan · $3M · 147 · 34th

  • ASSETS $3M
  • PCT 147
  • EIN 34th
  • RANK Profit Sharing
  • PHOTO near Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust
  • IND ind #5818

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 California →

Shelter, Inc. Employee Retirement 403(b) Plan in the asset neighbourhood

Shelter, Inc. Employee Retirement 403(b) PlanShelter, Inc. Employee Retir…$3MCurtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and TrustCurtis,Bailey,Exelby&sposito…$3MSteven H. Vogel Retirement PlanSteven H. Vogel Retirement P…$3MJeffrey R. Dalaba Ind 401(k) PlanJeffrey R. Dalaba Ind 401(k)…$3MCommunication Counsel of Amer Inc Profit Sharing PlanCommunication Counsel of Ame…$3M
End-of-year total assets ($M) among Shelter, Inc. Employee Retirement 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$483K
Employer EIN680117241
Plan Effective Date2008-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shelter, Inc.)

Sponsor-wide plan assets over time

All Shelter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 65.36762872094096% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.83M $3.03M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 127 $2M
2023 1 142 $3M
2024 1 147 $3M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Shelter, Inc. Employee Retirement 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Shelter, Inc. Employee Retirement 403(b) Plan, Total assets ($B): 0.003030251 · Participants: 147Shelter, Inc. Employee Retirement 403(b) PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Shelter, Inc. Employee Retirement 403(b) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Shelter, Inc. Employee Retirement 403(b) Plan side-by-side with 3 peers →

Shelter, Inc. Employee Retirement 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust in MI ($3M); by covered participants it is Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in MT (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Shelter, Inc. Employee Retirement 403(b) Plan assets move in 2024? ▼
Shelter, Inc. Employee Retirement 403(b) Plan grew sharply - up 19.0% during 2024, from $3M to $3M. Reported net income was $483K.
How have Shelter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shelter, Inc.'s sponsor-wide assets grew 65.4%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Shelter, Inc. Employee Retirement 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Curtis,Bailey,Exelby&sposito,PC 401(k)Profit Sharing Plan and Trust in MI ($3M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Shelter, Inc. Employee Retirement 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan in MT (147 participants, $30M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680117241.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.