401(k) · DOL Form 5500 · 2022

C.E. Shepherd Co., LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
100
Participants Small participant base
57th
Percentile by assets National rank
$67,018
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: C.E. Shepherd Company, LP 401(k) Plan · Sponsored by C.E. Shepherd Co., LP · Texas · Manufacturing

$7M in assets, 100 participants

C.E. Shepherd Co., LP's C.E. Shepherd Company, LP 401(k) Plan reported $7M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,622 in Manufacturing (20,602 peers)

Coverage in Texas

C.E. Shepherd Company, LP 401(k) Plan covers 100 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#8,622
in Manufacturing (20,602 peers)
-16.8%
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.

C.E. Shepherd Company, LP 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

C.E. Shepherd Company, LP 401(k) Plan vs every filed plan by assets

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

$6,701,835 Top 43% higher than 57% 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

C.E. Shepherd Company, LP 401(k) 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. C.E. Shepherd Company, LP 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 741863251 · C.E. Shepherd Co., LP PY 2022 · 401(k)

C.E. Shepherd Company, LP 401(k) Plan · $7M · 100 · 57th

  • TYPE $7M
  • NET 100
  • BOOK 57th
  • VS-ST 401(k)
  • BOY near Edge One, Inc. 401(k) Savings Plan
  • SCH ind #8622

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 Texas →

C.E. Shepherd Company, LP 401(k) Plan in the asset neighbourhood

C.E. Shepherd Company, LP 401(k) PlanC.E. Shepherd Company, LP 40…$7MEdge One, Inc. 401(k) Savings PlanEdge One, Inc. 401(k) Saving…$7MTodd, Bremer & Lawson, Inc. 401(k) PlanTodd, Bremer & Lawson, Inc. …$7MBarkley Ag Enterprises, LLC 401(k) Profit Sharing Plan and Trust AgreementBarkley Ag Enterprises, LLC …$7MThe Bennington State Bank Employee Profit Sharing Plan and TrustThe Bennington State Bank Em…$7M
End-of-year total assets ($M) among C.E. Shepherd Company, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN741863251
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.E. Shepherd Co., LP)

Sponsor-wide plan assets over time

All C.E. Shepherd Co., LP plans reported in each filing year

Latest sponsor-wide plan assets
$9M 27.03332743942517% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.7M $8.51M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 100 $7M
2023 1 112 $8M
2024 1 123 $9M

Nearby 401(k) Plans in Texas

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

C.E. Shepherd Company, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants C.E. Shepherd Company, LP 401(k) Plan, Total assets ($B): 0.006701835 · Participants: 100C.E. Shepherd Company, LP 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
C.E. Shepherd Company, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

C.E. Shepherd Company, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Edge One, Inc. 401(k) Savings Plan in WI ($7M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

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 C.E. Shepherd Company, LP 401(k) Plan assets move in 2022?
C.E. Shepherd Company, LP 401(k) Plan declined sharply - down 16.8% during 2022, from $8M to $7M. Reported net income was -$1M.
How have C.E. Shepherd Co., LP plan assets changed over time?
Across 3 plan years on file (2022-2024), C.E. Shepherd Co., LP's sponsor-wide assets grew 27.0%, from $7M to $9M.
Which 401(k) plans are similar in size to C.E. Shepherd Company, LP 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Edge One, Inc. 401(k) Savings Plan in WI ($7M, 97 participants).
Which 401(k) plans cover a similar participant headcount to C.E. Shepherd Company, LP 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K in assets).