Other · DOL Form 5500 · 2024
The Foundation of Shalom Park Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 243
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $21,380
- Avg per participant Low balance/head
Official DOL plan name: The Foundation of Shalom Park 401(k) Plan · Sponsored by The Foundation of Shalom Park · North Carolina · Other Services
$5M in assets, 243 participants
The Foundation of Shalom Park's The Foundation of Shalom Park 401(k) Plan reported $5M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #4,991 in Other Services (7,719 peers)
Coverage in North Carolina
The Foundation of Shalom Park 401(k) Plan covers 243 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $5M.
- #4,991
- in Other Services (7,719 peers)
- +9.0%
- assets growth YoY
The Foundation of Shalom Park 401(k) Plan's mid-pack asset rank among Other Services and all filers
The Foundation of Shalom Park 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,195,293 43rd percentile higher than 43% 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
The Foundation of Shalom Park 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. The Foundation of Shalom Park 401(k) Plan sits mid-pack in the medium band (243 participants).
Plan-year Form 5500 strip
Filing strip 581477833 · The Foundation of Shalom Park PY 2024 · Other
The Foundation of Shalom Park 401(k) Plan · $5M · 243 · 43rd
- PART $5M
- TYPE 243
- NET 43rd
- BOOK Other
- VS-ST near Goodwill Central Coast 403(b) Plan
- BOY ind #4991
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 Other Services retirement plans → · Plans in North Carolina →
The Foundation of Shalom Park 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $430K |
| Employer EIN | 581477833 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $11.0B · 48,377
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.6B · 19,745
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.6B · 13,533
- Wake Forest University Retirement Plan $889M · 3,215
- Caromont Health, Inc. Retirement Savings Plan $511M · 4,913
The Foundation of Shalom Park 401(k) Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Goodwill Central Coast 403(b) Plan in CA ($5M); by covered participants it is Lakeside School Defined Contribution Retirement Plan in WA (243 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Lakeside School Defined Contribution Retirement Plan (WA) 243 · 0 off
- T-Mha Pension Plan (CA) 243 · 0 off
- Westminster Village Muncie Inc 403b Retirement Plan (IN) 243 · 0 off
- Montverde Academy Retirement Plan (FL) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.