Profit Sharing · DOL Form 5500 · 2022

Adam Shepherd Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$468K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$468,402
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adam Shepherd Enterprises, Inc. Retirement Plan · Sponsored by Adam Shepherd Enterprises, Inc. · Texas · Administrative & Support Services

$468K in assets, 1 participants

Adam Shepherd Enterprises, Inc.'s Adam Shepherd Enterprises, Inc. Retirement Plan reported $468K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,811 in Administrative & Support Services (4,927 peers)

2022 asset change

Adam Shepherd Enterprises, Inc. Retirement Plan surged 40.4% in 2022 ($334K → $468K) for 1 participant.

#1,811
in Administrative & Support Services (4,927 peers)
+40.4%
assets growth YoY

Adam Shepherd Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Adam Shepherd Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$468,402 18th percentile higher than 18% of 139,123 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 2022

Adam Shepherd Enterprises, Inc. Retirement 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. Adam Shepherd Enterprises, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

Plan-year Form 5500 strip

Filing strip 831073365 · Adam Shepherd Enterprises, Inc. PY 2022 · Profit Sharing

Adam Shepherd Enterprises, Inc. Retirement Plan · $468K · 1 · 18th

  • PCT $468K
  • EIN 1
  • RANK 18th
  • PHOTO Profit Sharing
  • IND near Truitt Enterprises Retirement Plan
  • EOY ind #1811

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 Administrative & Support Services retirement plans → · Plans in Texas →

Adam Shepherd Enterprises, Inc. Retirement Plan in the asset neighbourhood

Adam Shepherd Enterprises, Inc. Retirement PlanAdam Shepherd Enterprises, I…$468KTruitt Enterprises Retirement PlanTruitt Enterprises Retiremen…$468KT.E. Kramer Holdings, Inc. Retirement PlanT.E. Kramer Holdings, Inc. R…$468KDulaney Law Firm, LLP Plan$469KNorline Healthcare Inc. Retirement PlanNorline Healthcare Inc. Reti…$469K
End-of-year total assets ($M) among Adam Shepherd Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Adam Shepherd Enterprises, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Adam Shepherd Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M 202220232024 $0.47M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $468K
2023 1 2 $220K
2024 1 1 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$334K
Net Assets (End of Year)$468K
Net Income$135K
Employer EIN831073365
Plan Effective Date2018-06-29
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Adam Shepherd Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Adam Shepherd Enterprises, Inc. Retirement Plan, Total assets ($B): 0.000468402 · Participants: 1Adam Shepherd Enterprises, Inc. Retirement PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Adam Shepherd Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Adam Shepherd Enterprises, Inc. Retirement Plan side-by-side with 3 peers →

Adam Shepherd Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Truitt Enterprises Retirement Plan in CA ($468K); 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 ($468K 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.

Frequently Asked Questions

How did Adam Shepherd Enterprises, Inc. Retirement Plan assets move in 2022? ▼
Adam Shepherd Enterprises, Inc. Retirement Plan surged - up 40.4% during 2022, from $334K to $468K. Reported net income was $135K.
Where does Adam Shepherd Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Adam Shepherd Enterprises, Inc. Retirement Plan ranks in the 18th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Adam Shepherd Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Truitt Enterprises Retirement Plan in CA ($468K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Adam Shepherd Enterprises, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stephen C. Nippert, Dvm Profit Sharing Plan in NY (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 831073365.

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.