How big is Shelter House's plan?

Shelter House's plan reported $394K in assets and 96 participants for 2024.

Original filing (PDF)20250605131234NAL0020209616001

Shelter House

Name: Shelter House — Shelter House 403(b) Plan, Form 5500 (2024)
Creator: Shelter House
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Shelter House 403(b) Plan

401(k) retirement plan · Shelter House's Shelter House 403(b) Plan held $394K in plan assets for 96 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

Plan identifiers

Shelter House's EIN is 42-1231451.

EIN 42-1231451

Plan number 001

Plan year 2024

ACK ID 20250605131234NAL0020209616001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Shelter House from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Shelter House's plan includes a 401(k) feature, a 403(b) annuity, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHELTER HOUSE.

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SHELTER HOUSE

EIN

all filings

Address

429 SOUTHGATE AVE. · IOWA CITY, IA · 52240

Phone

(319) 259-7338

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-05

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

Inclusive Housing Resources

Inclusive Housing Resources 401(k) Plan

$394K · 13 participants

Winston-Salem Rescue Mission, Inc.

Winston Salem Rescue Mission 403(b) Plan

$394K · 50 participants

Target Hunger, Inc.

Target Hunger 401(k) Plan

$396K · 21 participants

Community Reconciliation Center, Inc.

Dispute Resolution Center Pension Plan

$393K · 3 participants

Greater Washington Urban League

Greater Washington Urban League Housing and Community Development Division 403(b) Erisa Plan

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.