401(k) · DOL Form 5500 · 2022

Shepherd Insurance, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
425
Participants Below avg headcount
84th
Percentile by assets National rank
$80,301
Avg per participant Below avg balance/head
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Official DOL plan name: Shepherd Insurance, LLC 401(k) Plan · Sponsored by Shepherd Insurance, LLC · Indiana · Finance & Insurance

$34M in assets, 425 participants

Shepherd Insurance, LLC's Shepherd Insurance, LLC 401(k) Plan reported $34M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,912 in Finance & Insurance (9,261 peers)

Where Shepherd Insurance, LLC 401(k) Plan sits by assets

Shepherd Insurance, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $34M for 425 participants (~$80,301/participant), down 17.7% in 2022.

#6,912
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shepherd Insurance, LLC 401(k) Plan's outsized position by total assets

Shepherd Insurance, LLC 401(k) Plan vs every filed plan by assets

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

$34,127,902 Top 16% higher than 84% 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

Shepherd Insurance, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shepherd Insurance, LLC 401(k) Plan sits mid-pack in the medium band (425 participants).

DOL schedule card

Filing strip 453540375 · Shepherd Insurance, LLC PY 2022 · 401(k)

Shepherd Insurance, LLC 401(k) Plan · $34M · 425 · 84th

  • NET $34M
  • BOOK 425
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Nuss Truck & Equipment 401(k) Plan
  • EBSA ind #6912

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 Finance & Insurance retirement plans → · Plans in Indiana →

Shepherd Insurance, LLC 401(k) Plan in the asset neighbourhood

5.11, Inc. 401(k) Profit Sharing Plan5.11, Inc. 401(k) Profit Sha…$34MShepherd Insurance, LLC 401(k) PlanShepherd Insurance, LLC 401(…$34MNuss Truck & Equipment 401(k) PlanNuss Truck & Equipment 401(k…$34MAnchor Packaging Employees' 401(k) Retirement PlanAnchor Packaging Employees' …$34MPtc Alliance LLC Union Retirement Savings PlanPtc Alliance LLC Union Retir…$34M
End-of-year total assets ($M) among Shepherd Insurance, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$7M
Employer EIN453540375
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shepherd Insurance, LLC)

Sponsor-wide plan assets over time

All Shepherd Insurance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$56M 63.10525622114128% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $34.1M $55.7M ▲ +63.1%
Year Plans Participants Total Assets
2022 1 425 $34M
2023 1 433 $43M
2024 1 551 $56M

Nearby 401(k) Plans in Indiana

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

Shepherd Insurance, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Shepherd Insurance, LLC 401(k) Plan, Total assets ($B): 0.034127902 · Participants: 425Shepherd Insurance, LLC 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Shepherd Insurance, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Shepherd Insurance, LLC 401(k) Plan side-by-side with 3 peers →

Shepherd Insurance, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Nuss Truck & Equipment 401(k) Plan in MN ($34M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Shepherd Insurance, LLC 401(k) Plan assets move in 2022? ▼
Shepherd Insurance, LLC 401(k) Plan declined sharply - down 17.7% during 2022, from $41M to $34M. Reported net income was -$7M.
How have Shepherd Insurance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shepherd Insurance, LLC's sponsor-wide assets grew 63.1%, from $34M to $56M.
Where does Shepherd Insurance, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Shepherd Insurance, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Shepherd Insurance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nuss Truck & Equipment 401(k) Plan in MN ($34M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Shepherd Insurance, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants, $32M 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 453540375.

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.