401(k) · DOL Form 5500 · 2022

Shepard Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
81
Participants Small participant base
62nd
Percentile by assets National rank
$106,994
Avg per participant Below avg balance/head
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Official DOL plan name: Shepard Bros., Inc. 401(k) Profit Sharing Plan · Sponsored by Shepard Bros., Inc. · California · Manufacturing

$9M in assets, 81 participants

Shepard Bros., Inc.'s Shepard Bros., Inc. 401(k) Profit Sharing Plan reported $9M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,970 in Manufacturing (20,602 peers)

2022 asset change

Shepard Bros., Inc. 401(k) Profit Sharing Plan pulled back noticeably 13.4% in 2022 ($10M → $9M) for 81 participants.

#9,970
in Manufacturing (20,602 peers)
-13.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shepard Bros., Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Manufacturing and all filers

Shepard Bros., Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,666,552 Top 38% higher than 62% 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

Shepard Bros., Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepard Bros., Inc. 401(k) Profit Sharing Plan is a small filing (81 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 953097472 · Shepard Bros., Inc. PY 2022 · 401(k)

Shepard Bros., Inc. 401(k) Profit Sharing Plan · $9M · 81 · 62nd

  • SCH $9M
  • SCH 81
  • SCH 62nd
  • SCH 401(k)
  • SCH near Orion Federal Credit Union 401(k) Plan
  • SCH ind #9970

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 Manufacturing retirement plans → · Plans in California →

Shepard Bros., Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shepard Bros., Inc. 401(k) Profit Sharing PlanShepard Bros., Inc. 401(k) P…$9MOrion Federal Credit Union 401(k) PlanOrion Federal Credit Union 4…$9MMedthink, LLC 401(k) Profit Sharing PlanMedthink, LLC 401(k) Profit …$9MLimited Energy 401(k) Field PlanLimited Energy 401(k) Field …$9MPhoenix Management Solutions, LLC 401(k) Profit Sharing Plan & TPhoenix Management Solutions…$9M
End-of-year total assets ($M) among Shepard Bros., Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Shepard Bros., Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Shepard Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 4.305114652286169% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.67M $9.04M ▲ +4.3%
Year Plans Participants Total Assets
2022 1 81 $9M
2023 1 72 $10M
2024 1 59 $9M

2022 asset-move particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN953097472
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shepard Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Shepard Bros., Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.008666552 · Participants: 81Shepard Bros., Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Shepard Bros., Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Shepard Bros., Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Shepard Bros., Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Orion Federal Credit Union 401(k) Plan in TN ($9M); by covered participants it is Ocean Express, LLC 401(k) Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); 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 Shepard Bros., Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Shepard Bros., Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.4% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Shepard Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepard Bros., Inc.'s sponsor-wide assets grew 4.3%, from $9M to $9M.
Which 401(k) plans are similar in size to Shepard Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orion Federal Credit Union 401(k) Plan in TN ($9M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Shepard Bros., Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ocean Express, LLC 401(k) Plan in MA (81 participants, $2M 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 953097472.

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.