Profit Sharing · DOL Form 5500 · 2022
Joseph L. Shepard Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $5.3M
- Avg per participant High balance/head
Official DOL plan name: Joseph L. Shepard Profit Sharing Plan · Sponsored by Joseph L. Shepard · Texas · Real Estate
$5M in assets, 1 participants
Joseph L. Shepard's Joseph L. Shepard Profit Sharing Plan reported $5M in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,512 in Real Estate (5,057 peers)
What the 2022 filing shows
Joseph L. Shepard Profit Sharing Plan holds $5M for 1 participant - about $5.3M per participant, above the median plan by assets.
- #3,512
- in Real Estate (5,057 peers)
- +6.0%
- assets growth YoY
Joseph L. Shepard Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Joseph L. Shepard Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,261,738 Top 48% higher than 52% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Joseph L. Shepard Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Joseph L. Shepard Profit Sharing Plan is a micro filing (1 participant), the leftmost band.
Published 5500 schedule card
Filing strip 621655112 · Joseph L. Shepard PY 2022 · Profit Sharing
Joseph L. Shepard Profit Sharing Plan · $5M · 1 · 52nd
- TYPE $5M
- TYPE 1
- TYPE 52nd
- TYPE Profit Sharing
- TYPE near Neil's Ace Home Center Profit Sharing Plan
- TYPE ind #3512
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 Real Estate retirement plans → · Plans in Texas →
Joseph L. Shepard Profit Sharing Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $300K |
| Employer EIN | 621655112 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Joseph L. Shepard)
Sponsor-wide plan assets over time
All Joseph L. Shepard plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 6.43627637864143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $5M |
| 2023 | 1 | 1 | $5M |
| 2024 | 1 | 1 | $5M |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
Joseph L. Shepard Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Neil's Ace Home Center Profit Sharing Plan in AS ($5M); by covered participants it is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant). 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 (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.