401(k) · DOL Form 5500 · 2022
Howard Sheppard, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 537
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $16,213
- Avg per participant Low balance/head
Official DOL plan name: Howard Sheppard, LLC 401(k) Plan · Sponsored by Howard Sheppard, LLC · Georgia · Transportation & Warehousing
$9M in assets, 537 participants
Howard Sheppard, LLC's Howard Sheppard, LLC 401(k) Plan reported $9M in total assets and 537 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.
- #2,512 in Transportation & Warehousing (3,876 peers)
Coverage in Georgia
Howard Sheppard, LLC 401(k) Plan covers 537 participants in Georgia, about 49% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.
- #2,512
- in Transportation & Warehousing (3,876 peers)
- +241.9%
- assets growth 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.
Howard Sheppard, LLC 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers
Howard Sheppard, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,706,479 Top 38% higher than 62% 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
Howard Sheppard, 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. Howard Sheppard, LLC 401(k) Plan sits mid-pack in the medium band (537 participants).
Published 5500 schedule card
Filing strip 581036257 · Howard Sheppard, LLC PY 2022 · 401(k)
Howard Sheppard, LLC 401(k) Plan · $9M · 537 · 62nd
- 5500 $9M
- 5500 537
- 5500 62nd
- 5500 401(k)
- 5500 near Stavig Industries LLC 401(k) Plan
- 5500 ind #2512
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 Transportation & Warehousing retirement plans → · Plans in Georgia →
Howard Sheppard, LLC 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$1M |
| Employer EIN | 581036257 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Howard Sheppard, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Stavig Industries LLC 401(k) Plan in OR ($9M); by covered participants it is The Pdc Energy, Inc. 401(k) & Profit Sharing Plan in CO (537 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (537 participants); asset peers above are excluded.
- The Pdc Energy, Inc. 401(k) & Profit Sharing Plan (CO) 537 · 0 off
- Its Inc 401(k) Retirement Plan & Trust (IA) 537 · 0 off
- Vinson & Elkins L. L. P. Retirement Plan B (TX) 537 · 0 off
- A. W. Chesterton Company 401(k) Plan (MA) 537 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.